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329madlyjollydig
1 day ago
Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q2 2026 investor letter. The letter can be downloaded here. The Small Cap Strategy underperformed the Russell 2000 in the second quarter as the benchmark experienced one of its strongest risk-on rallies in recent memory, although the strategy remained ahead year-to-date. The quarter was defined by accelerating AI investment, energy market disruptions, and renewed investor appetite for higher-beta stocks, creating headwinds for the firm's quality-focused approach and healthcare positioning. Despite this, stock selection contributed positively in energy, materials, and financials, while healthcare and consumer discretionary detracted due to the fund's disciplined avoidance of speculative businesses. Looking ahead, the firm remains cautiously optimistic, focusing on opportunities created by market dislocations, including AI infrastructure enablers, select consumer companies, healthcare innovators, and energy businesses trading below intrinsic value. The strategy continues to emphasize high-quality companies with strong management teams and attractive valuations, positioning the portfolio for a potential rotation away from speculative market leadership. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted PDF Solutions, Inc. (NASDAQ:PDFS). PDF Solutions, Inc. (NASDAQ:PDFS) provides proprietary software, physical intellectual property for integrated circuit designs, electrical measurement hardware tools, proven methodologies, and professional services. On August 28, 2026, PDF Solutions, Inc. (NASDAQ:PDFS) closed at $44.81 per share. One-month return of PDF Solutions, Inc. (NASDAQ:PDFS) was -7.31% and its shares gained 117.56% over the past 52 weeks. PDF Solutions, Inc. (NASDAQ:PDFS) has a market capitalization of $1.89 billion.
Riverwater Partners Small Cap Strategy stated the following regarding PDF Solutions, Inc. (NASDAQ:PDFS) in its Q2 2026 investor letter:
"PDF Solutions, a provider of yield ***** ytics and data software for semiconductor manufacturers, returned approximately 52% in the quarter. During May, long-time strategic holder Advantest exited its entire 8% stake through an upsized secondary offering, with PDF selling additional shares alongside to fund general corporate purposes and potential debt reduction. We interpreted the heavily oversubscribed deal as a sign of management taking control of its own destiny, and we used the offering-related weakness to add a full percentage point to the position, funded by a sale of Veeco (VECO) to keep our overall semiconductor exposure in check. Late in the quarter we trimmed a portion of the position after the sharp run, consistent with our practice of harvesting gains in extended semiconductor names..." (Click here to read the full text)

#solutions #quarter #investor #lette
gvgrprunboldgqj
8 days ago
"There's just nothing anywhere," Harriet Cowan says, standing at the highest point of her family farm in Belper, Derbyshire, and scanning across its 100 acres.
It's August, amid the fourth of the summer's heatwaves, and spread before us is a patchwork of ochres, khakis and dull browns. Every field is a rash of dusty stubble; every hedgerow is thirstily clinging on; every scrap of grass is gasping. As they watch from a dry-stone wall, even the sparrows look enervated. It has been a long, long summer.
"We finished harvesting in July, over a month ahead of schedule. Barley, winter wheat… There was nothing much to come up. But it's the same all round the country," Cowan says straightforwardly. (She says everything straightforwardly.) "It's scary. But I do think this is just a spell. It was really wet a couple of winters ago, and everyone said, 'Well, that's it.'" She shrugs. "I don't know. I think it'll pee it down for the rest of the summer now." With that, she turns on her heel and sets off towards a stile.
'We finished harvesting in July, over a month ahead of schedule. Barley, winter wheat… There was nothing much to come up' - Joe Hart for The Telegraph
Though she's just 25, Cowan has reason to be more relaxed than many in her position. Over the last few years, she has already achieved the farmer's ultimate goal: diversification without selling out. All she had to do was gaffer-tape a camera to the inside of her tractor cab, be entirely herself, post the clips on social media, and wait for her audience to find her.

#finished #harvesting
mucowe_du_h
17 days ago
Last summer, Representative Sara Jacobs would run up to her office to give herself injections of hormones before rushing back to Congress for a session with her fellow lawmakers.
The shots were for the second round of freezing her eggs, a medical procedure that can give women more time to have children.
"It was an empowering decision that gave me more agency," the 37-year-old said, adding that the process was challenging.
"Your body hurts. Your hormones are crazy. It's kind of like ****** rty and menopause at the same time," she said.
Jacobs announced she was beginning the egg freezing process in 2021, at a time where she said few lawmakers were discussing the topic in the halls of Congress. The process - which can cost more than $10,000 and is rarely covered by insurance - involves doctors harvesting eggs from the ovaries and freezing them for a future pregnancy.

#eggs #last
cdkqpfrgbtpma
27 days ago
Medicare uses a two-year lookback, so income recorded on your 2026 tax return will determine your 2028 Part B and Part D surcharges.
Joint filers crossing the first IRMAA threshold by just $1 face roughly $2,300 in annual surcharges, with the top tier costing nearly $13,900.
Sizing Roth conversions carefully, using QCDs after age 70½, and harvesting capital losses can all reduce 2026 MAGI before December 31 cuts off your options.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
A couple in their late sixties opened a January Medicare statement and watched their combined Part B premiums double. Nothing in their 2026 budget explained it. The trigger was a Roth conversion they completed in December 2024, back when a market dip made the move look cheap. Medicare calls this a two-year lookback because 2026 premiums generally use 2024 tax information. On the actual calendar, barely 13 months separated the conversion from the first higher premium.

#december #carefully
pullbasicwitty
1 month ago
Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter argues that AI integration will ultimately benefit many companies. They recognize that some software firms may experience temporary slowdowns, but most will adapt and succeed by embracing AI, citing advantages like systems of record, high switching costs, entrenched distribution, and rapid AI adoption. The sharp decline in software valuations appears to be an overreaction rather than a sign of industry failure. Nightview believes the so-called "software panic of 2026" is temporary, and resilient businesses will adapt and flourish in the age of AI. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Night View Capital highlighted Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) is a leading global provider of products and services that enable enterprise information technology environments across multiple industries. On July 27, 2026, Oracle Corporation (NYSE:ORCL) closed at $119.90 per share, reflecting a market capitalization of $345.37 billion. Oracle Corporation (NYSE:ORCL) posted a one-month return of -18.18%, and its shares lost 52.04% over the past 52 weeks.
Night View Capital stated the following regarding Oracle Corporation (NYSE:ORCL) in its Q2 2026 investor update:
"Oracle Corporation (NYSE:ORCL) sits underneath a stunning amount of the world's data and has become one of the more important landlords of AI computing infrastructure. The demand for its cloud has been remarkable. That strength is also why we trimmed the position modestly, harvesting some of a strong run to fund ideas where we saw more room ahead."
Oracle Corporation (NYSE:ORCL) ranks 40 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 115 hedge fund portfolios held Oracle Corporation (NYSE:ORCL) at the end of the first quarter, up from 111 in the previous quarter. While we acknowledge the risk and potential of Oracle Corporation (NYSE:ORCL) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Oracle Corporation (NYSE:ORCL) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

#letter #software
Bold
1 month ago
Drivers have been vocal about how the complex energy deployment needs of the 2026 generation of Formula 1 cars have impacted how they have to be driven, with the reliance on energy harvesting causing a big mental shift in how to approach faster corners.
Mercedes driver George Russell is one driver who has struggled to gel with his machinery this year, which has come more naturally to his championship-leading team-mate Kimi Antonelli.
Norris, whose McLaren team has only finished on the podium four times this year as it tries to reel in Mercedes, appeared to have little sympathy for Russell's plight in what is still F1 fastest car in 2026.
"I mean, I've had to change my driving style every single year of my life," Norris said in Hungary. "I guess for him it's worked for 20 years, for me it's not worked. My driving style worked back in 2018 when I did my test year. That's probably about it. Ever since then I've had to change.
"I think the more experience you have in Formula 1, the better equipped you should be. If you're not ready to adapt to a different car, then you're not at a good enough level. It's our job, it's what we've got paid millions to do. It's to drive any car you get given, whether it's a good one, a bad one, an easy one or a hard one. You have to do it."

#norris #energy #team #change
ILd3sImg0E2LNZs
2 months ago
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
Ever hear of too much of a good thing?
Years of strong stock market returns have created an unexpected challenge for advisors using separately managed accounts. It has become harder for direct-indexing strategies to generate the tax losses that underpin much of their appeal, said Eddie Bernhardt, head of SMAs at Invesco. But an innovative strategy is gaining popularity. Maintaining both long and short positions on stocks, opening up additional opportunities to realize tax losses in different market environments.
Here's how it works: In a rising market, short positions can generate tax-loss harvesting opportunities when those stocks move higher. Conversely, long positions can generate harvestable losses as stock prices decline. "You're generating realized loss potential in various markets, and you're extending the life of loss generation in a portfolio," Bernhardt said. While ***** et managers say the approach can help wealthy clients offset gains from concentrated stock positions, advisors caution such strategies add complexity and aren't a substitute for comprehensive tax planning.
Sign up for The Daily Upside at no cost for premium ***** ysis on all your favorite stocks.
ov3z2nbbm5apr6w
2 months ago
Is SITM a good stock to buy? We came across a bullish thesis on SiTime Corporation on R. Dennis's Substack by OppCost. In this article, we will summarize the bulls' thesis on SITM. SiTime Corporation's share was trading at $703.84 as of July 1st. SITM's forward P/E was 95.24 according to Yahoo Finance.
Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process.
SiTime Corporation (SITM) is a high-growth semiconductor timing solutions company increasingly leveraged to AI-driven infrastructure demand across communications, enterprise, and datacenter markets, where accelerating orders have reinforced both revenue momentum and elevated option market activity. A notable signal emerged as over $1.33 million of August 21, 2026 $500 puts were sold at $19.00 each, implying a substantial 34.2% cushion below the prevailing tape and roughly 52 days of downside buffer, highlighting aggressive premium harvesting in a high-implied-volatility environment.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
tinyrv
2 months ago
Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for "Meridian Contrarian Fund". The Fund aims to invest in undervalued companies with clear catalysts for sustainable improvement. A copy of the letter can be downloaded here. The US equities market started 2026 with volatility driven by trade policy uncertainty and heightened geopolitical risks. Early-period gains were attributed to confidence in domestic companies and to the Federal Reserve easing. However, sentiment deteriorated following increased tariffs and military strikes by the U.S. and Israel against Iran. During the quarter, Meridian Contrarian Fund returned 1.10% compared to the Russell 2500 Growth Index's 2.04% return and its secondary benchmark, the Russell 2500 Value Index's 4.77% return. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its first-quarter 2026 investor letter, Meridian Contrarian Fund highlighted California Resources Corporation (NYSE:CRC) as a leading contributor. California Resources Corporation (NYSE:CRC) is a US-based independent energy and carbon management company. On June 26, 2026, California Resources Corporation (NYSE:CRC) closed at $53.72 per share, reflecting a market capitalization of $4.77 billion. California Resources Corporation (NYSE:CRC) posted a one-month return of -4.76%, while its shares gained 17.87% over the past 52 weeks.
Meridian Contrarian Fund stated the following regarding California Resources Corporation (NYSE:CRC) in its Q1 2026 investor letter:
"California Resources Corporation (NYSE:CRC) is an oil and gas producer in the state of California with a growing carbon management business harvesting CO2 from industrial locations and storing it in spent oil caverns. We initially invested in California Resources shortly after an emergence from bankruptcy as the company's varied ***** ets – oil and gas production, ocean front land south of Los Angeles, and carbon management – were misunderstood and growth drivers for the company. The stock outperformed in the first quarter as the company unveiled its unique ability to provide carbon neutral energy, land, and water for AI data centers in California, and continues to grow its oil production. Higher oil prices at quarter end also pushed the stock higher. We remain investors after slightly trimming our position on strength as part of our disciplined risk management process."
California Resources Corporation (NYSE:CRC) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 40 hedge fund portfolios held California Resources Corporation (NYSE:CRC) at the end of the first quarter, the same as in the previous quarter. While we acknowledge the potential of California Resources Corporation (NYSE:CRC) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that
anchorsj
2 months ago
Coinbase Global Inc. (NASDAQ:COIN) is one of the best NASDAQ stocks with high upside potential. On June 17, Coinbase Global introduced "Coinbase Advisor," an AI-powered investment tool designed to help users optimize their portfolios. Currently available to US "Coinbase One" premium subscribers, the tool is one of the first SEC-registered AI investment advisors in the country. It provides personalized guidance on trade execution, market ******* ysis, and tax-loss harvesting.
This launch is a key component of CEO Brian Armstrong's strategy to transform Coinbase into a comprehensive "everything exchange." By integrating trading, payments, and automated financial management into a single platform, the company aims to move beyond its crypto-native roots and compete directly with traditional financial institutions and brokerages.
The move comes as competition intensifies among platforms seeking to offer a unified destination for stocks, digital ******* ets, and tokenized products. By using AI to automate complex wealth-building strategies, Coinbase Global Inc. (NASDAQ:COIN) is attempting to deepen user engagement and diversify its revenue streams, positioning itself as a central hub for both legacy and on-chain finance.
Coinbase Global Inc. (NASDAQ:COIN) provides a trusted platform that serves as a compliant on-ramp to the on-chain economy, allowing users to engage in a wide range of activities with their crypto ******* ets through proprietary and third-party product experiences that are enabled by access to decentralized applications.
While we acknowledge the potential of COIN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
coinattac
8 months ago
Bitcoin Reclaims $90K as U.S. Bid Returns

Bitcoin broke the psychological $90,000 barrier on Friday, trading at $90,742 (+3.2%) during the New York session, effectively snapping a Q4 2025 trend where U.S. trading hours were dominated by selling pressure.
The reversal reflects the end of end-of-year tax-loss harvesting that drove Bitcoin down 23% in Q4.
Buying volume accelerated at 09:30 ET, contrasting sharply with the “4 p.m. sell-off” pattern observed throughout December. CoinGlass data show futures open interest jumped 2.16% to $130 billion in the last 24 hours, indicating renewed leve
coinattac
8 months ago
This article first appeared on GuruFocus.
Bitcoin (BTC-USD) is entering the final stretch of the year under pressure, with a roughly 30% slide from its all-time high creating conditions advisers say could be driving heavier tax-loss harvesting than in prior years. While Bitcoin is down about 5% year-to-date, the S&P 500 (SPY) has risen roughly 18% over the same period, a divergence that advisers say is encouraging investors to sell underwater crypto positions to potentially offset equity gains before Dec. 31, particularly for purchases made near October's peak. Some advisers note that tax-los
coinattac
8 months ago
U.S. spot Bitcoin ETFs have recorded eight consecutive days of institutional selling, with total outflows reaching approximately $825 million as year-end tax strategies dominate market behavior.
According to **** yst Alek, the sustained selling pressure stems primarily from tax loss harvesting.
He claimed it is a temporary phenomenon expected to conclude within the coming week, alongside de-risking ahead of Bitcoin’s quarterly options expiry.
On December 24 alone, U.S. spot Bitcoin ETFs witnessed net outflows of $175 million, with BlackRock’s IBIT leading the exodus at $91.37 million.

ht
science
9 months ago
Scientists led by researchers from Northwestern University in Chicago have developed a new type of fuel cell that can be harvested from dirt. This dirt fuel could provide essentially endless electricity, eliminating waste and harmful effects of other sources of fuel.
In a study published in January, the researchers outlined their findings regarding harvesting electricity from microbes, tiny organisms such as bacteria or fungi, living in the dirt.
With this new type of fuel cell, scientists hope to harness sources of energy that could act as a replacement for batteries, which can release toxi
News
1 yr. ago
Organ harvesting is a billion $$$ business...
Honestly, those women are lucky to be alive.
This is a HUGE news story that shouldn't be buried & that Dr./clinic needs to be exposed to warn other women
TuckerCarlson
joerogan
PBDsPodcast
scoopercooper

RebelNewsOnline

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