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Ticker Take with Jon Erlichman

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Mar 31, 2026

The 4 Core AI Stocks Every Investor Should Own

The creator discusses four core AI stocks and one bonus tech stock that investors should consider. The core AI stocks are Nvidia (chips), Micron Technology (memory), Amphenol (connections), and GE Vernova (power), all positioned at critical points in the AI economy. The bonus stock is Netflix, highlighted for its strength in streaming and entertainment despite recent market volatility.

5 mentions · 2 linked signals

Mar 19, 2026

8 quadruple threat stocks

Brian Madden identifies eight "quadruple threat" stocks that meet at least four key investment criteria: fundamental analysis, technical analysis, quantitative analysis, and macro themes. The stocks discussed are Home Depot, Taiwan Semi, Trican Well Service, Dollarama, McKesson, JP Morgan, Shopify, and Cameco, with Madden providing a thesis for each.

6 mentions · 5 linked signals

Mar 12, 2026

AI Is Coming for Dividend Stocks… 10 That May Be Safe

Dividend investor Jenny Van Leeuwen Harrington discusses 10 dividend stocks that she believes are resilient to AI disruption and offer attractive income streams. She emphasizes the importance of dividend history, payout coverage, and management commitment to shareholder returns. The selected stocks span various sectors including consumer staples, real estate, packaging, energy, pharmaceuticals, and automotive, with a focus on companies offering stable cash flows and reliable dividends.

12 mentions · 2 linked signals

Mar 5, 2026

A Top Trader Reveals the 9 Stocks She Actually Owns

Diana Ilic Dor of Barometer Capital Management discusses her strategy of aligning price action with fundamental narratives, highlighting nine stocks she currently holds. She emphasizes risk management and the importance of a stock's price movement confirming its underlying story, sharing insights on tech, industrials, financials, and mining sectors.

10 mentions · 4 linked signals

Mar 3, 2026

6 Stocks to Invest In Using 5 Proven Metrics

Paul Harris, a successful investor, shares his five key metrics for identifying great businesses: gross margins, operating margins, return on invested capital, free cash flow, and interest coverage ratio. He then applies these metrics to six stock picks: Alphabet, Amazon, Visa, First Service, Bank of America, and Meta, highlighting their strengths and growth potential, particularly in the context of AI adoption and market dynamics.

6 mentions · 6 linked signals

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