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Trey Thoelcke

Dell vs HP: 2 Legacy Tech Giants, 2 Very Different AI Bets

Dell Technologies (NYSE: DELL | DELL Price Prediction) and HP (NYSE: HPQ) are two legacy tech names that retirement investors have held for decades. Right now, they are not the same bet. One is riding…

Trey Thoelcke · 6 months ago

Insiders Are Buying These 3 Beaten-Down Stocks. Should You Follow?

Three beneficial owners filed open-market purchases this past week, each targeting a stock under significant pressure. General Atlantic accumulated shares in Alkami Technology (NASDAQ: ALKT) across three consecutive sessions. Richard Cashin stepped into AdaptHealth…

Trey Thoelcke · 6 months ago

Who Benefits If Fertitta Buys Caesars? 4 Stocks to Watch

Prediction markets now put the odds of Caesars Entertainment (NASDAQ: CZR | CZR Price Prediction) being acquired before 2027 at 61.5%, with billionaire restaurateur and ambassador Tilman Fertitta widely cited as the most likely…

Trey Thoelcke · 6 months ago

Billionaire Israel Englander Is Piling Into IVV. Should You Follow?

In Q4 2025, a wave of institutional investors, including hedge funds linked to Israel Englander’s Millennium Management, accumulated significant positions in IVV, SPY, and QQQ, reinforcing broad conviction in S&P 500 exposure at a…

Trey Thoelcke · 6 months ago