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Trey Thoelcke

Costco or Sprouts: Which Is the Better Short Bet Right Now?

Costco (NASDAQ: COST | COST Price Prediction) and Sprouts Farmers Market (NASDAQ: SFM) both look vulnerable for very different reasons. Costco is firing on all cylinders yet trades at a valuation that leaves no…

Trey Thoelcke · 4 months ago

Is Cisco or CrowdStrike the Better Short Bet Right Now?

Cisco Systems (NASDAQ: CSCO | CSCO Price Prediction) and CrowdStrike (NASDAQ: CRWD) delivered very different earnings stories. Cisco posted $15.84 billion in Q3 FY26 revenue, while CrowdStrike closed FY26 with $5.25 billion in ending…

Trey Thoelcke · 4 months ago

Did the US-China Summit Make TSMC More Vulnerable?

The image from last week’s state banquet at the Great Hall of the People told two stories at once. Tim Cook, Jensen Huang, and Elon Musk sat in the room as guests of the…

Trey Thoelcke · 4 months ago

3 Beaten-Down Utility Stocks: Which Is the Best Dip-Buy Right Now?

Regulated electric utilities typically anchor retirement portfolios with steady income. Right now, three large-cap names are trading with unusual volatility: Edison International (NYSE: EIX | EIX Price Prediction), Eversource Energy (NYSE: ES), and PG&E…

Trey Thoelcke · 4 months ago

7 Healthcare AI Stocks Under $50 With Huge Upside Potential

Healthcare AI stocks have been hammered in 2026, with several names down 30% to 65% year to date even as their underlying platforms keep maturing. That dislocation between share price and product progress is…

Trey Thoelcke · 4 months ago

Big Pharma’s 5 Hottest Biotech Hunting Grounds: Meet the Category Leaders

Biotech dealmaking accelerated heading into the JPM 2026 Healthcare Conference as large drugmakers face looming patent cliffs and hunt for growth. Five therapeutic categories are absorbing most strategic capital: radiopharmaceuticals, next-gen GLP-1, autologous CAR-T,…

Trey Thoelcke · 4 months ago