CNBC: Investing

JUNE 11, 2025

With technical rejection and elevated implied volatility (IV) offering attractive premiums, this set-up presents a timely opportunity for bearish exposure to capitalize on WMT's vulnerabilities. The trade To capitalize on WMT's potential downside, I'm selling a July 25, 2025 $98/$103 Call Vertical @ $2.08

Retail

CNBC: Investing

JUNE 24, 2025

The trade setup: MA 550-555 bull call spread To play this mean reversion setup, I'm going with a bull call spread — a risk-defined options strategy that keeps capital exposure low while offering solid upside potential. In MA's case, RSI just bounced off that oversold territory, adding another layer of confirmation to the setup.

Trading

CNBC: Investing

JUNE 19, 2025

Trade A diagonal strangle swap seeks to capitalize on elevated near-term options prices with defined risk. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET.

S&P

CNBC: Investing

JULY 15, 2025

The beauty of this setup is how flexible and capital-efficient it is: you can get positioned for around $250 and easily scale it up by adding contracts as the trade progresses. To put it in perspective — 10 spreads would cost about $2,500, with the potential to double that if ADSK closes at or above $300 by expiration.

Trading

CNBC: Investing

JUNE 20, 2025

It's a simple, defined-risk structure that gives me upside exposure without tying up too much capital. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET.

Retail

CNBC: Investing

JULY 14, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE CONTENT IS GENERAL IN NATURE AND DOES NOT REFLECT ANY INDIVIDUAL'S UNIQUE PERSONAL CIRCUMSTANCES.

Stock

CNBC: Investing

AUGUST 8, 2025

I want to use the iShares Expanded Tech-Software Sector ETF (IGV) to define risk as this basket of tech software stocks has had a tremendous run since Liberation Day lows in April while seeking to further capitalize on a move higher in this basket of software names such as Palantir , Oracle , and AppLovin.

Trading

CNBC: Investing

AUGUST 1, 2025

I am selling a put spread to capitalize and capture this heightened volatility in this $2.3 THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. trillion company. 29 $215 put for $5.25

Trading

CNBC: Investing

JUNE 9, 2025

billion debt, coupled with high capital expenditures for international galleries, strains cash flow in a rising-rate environment. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET.

Retail

CNBC: Investing

JULY 1, 2025

Industrials and tech take up the lion's share of our list at a combined 40% exposure out of all 11 sectors: Top Industries: Software, Capital Markets, and Aerospace and Defense have been the strongest industries for the first half of 2025: Crypto was another theme within our list that had a great June. billion in net income and $3.3

Stock

CNBC: Investing

JULY 17, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE CONTENT IS GENERAL IN NATURE AND DOES NOT REFLECT ANY INDIVIDUAL'S UNIQUE PERSONAL CIRCUMSTANCES.

Stock

CNBC: Investing

JULY 1, 2025

For instance, if OKTA dips to $98, a new $98–$99 spread can be layered on to capitalize on the pullback while keeping risk in check. As OKTA rebounds, traders can ladder into the position, gradually increasing exposure to capitalize on a recovery rally. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

Trading

CNBC: Investing

JULY 22, 2025

Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above. DISCLOSURES: Gordon owns GOOGL, NOW, TSLA personally and in his wealth management company Inside Edge Capital. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

Investment

CNBC: Investing

JUNE 20, 2025

Josh — During the last earnings season, the hyperscalers all affirmed their guidance for capital expenditures this year. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET.

Stock

CNBC: Investing

JUNE 26, 2025

The Bill and Melinda Gates Foundation, Chase Coleman's Tiger Capital, Henry Ellenbogen's Durable Capital and the famed Seth Klarman protege, David Abrams, are all major shareholders here, as is Baillie Gifford, one of the earliest institutional investors to build a major position in Tesla.

Stock

CNBC: Investing

AUGUST 11, 2025

This new barrier is a double-edged sword for the semi capital equipment space. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET.

Stock

CNBC: Investing

JULY 10, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE CONTENT IS GENERAL IN NATURE AND DOES NOT REFLECT ANY INDIVIDUAL'S UNIQUE PERSONAL CIRCUMSTANCES.

Stock

Razorpay

AUGUST 3, 2025

To simplify this, the RBI categorizes them broadly into Current Account and Capital Account transactions. Capital Account) Current Account Transactions : These are routine transactions that include payments for goods and services, remittances for family maintenance, gifts, salaries, and donations.

Accountant

CNBC: Investing

AUGUST 4, 2025

This project will deliver substantial electricity to Virginia's grid to support America's data center market, military installations, and shipbuilding operations, which positions Dominion to capitalize on data center demand in its service territory. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

Stock

CNBC: Investing

JULY 15, 2025

Todd Gordon, Founder of Inside Edge Capital, LLC DISCLOSURES: Gordon owns LIF personally and in his wealth management company Inside Edge Capital. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET.

Stock

CNBC: Investing

JUNE 10, 2025

Todd Gordon, Founder of Inside Edge Capital, LLC DISCLOSURES: Gordon owns IBIT personally and in his wealth management company Inside Edge Capital. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET.

S&P

CNBC: Investing

JULY 29, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. Moreover, they are diversified from just consumer electronics as they service automotive, aerospace, and AI infrastructure.

Portfolio

The TRADE

MAY 28, 2024

Start-up crypto prime brokerage FalconX has launched a dedicated foreign exchange desk, leveraging the firm’s existing crypto connectivity, which it gained a Virtual Financial Assets (VFA) license for in 2021. The new global team will be under the leadership of Ben Sebley, Richard Usher and Lux Thiagarajah.

Broker

CNBC: Investing

JULY 1, 2025

We hold SHAK in two of our portfolios at Inside Edge Capital. Todd Gordon, Founder of Inside Edge Capital, LLC We offer active portfolio management and regular subscriber updates like the idea presented above. DISCLOSURES: Gordon owns SHAK personally and in his wealth management company Inside Edge Capital.

IT

Bronte Capital

APRIL 30, 2021

Bluntly - this is the biggest pool of disengaged money on the planet - with large amounts of financial assets held by people of middling to no financial sophistication. Financial institutions in Australia have been fattened on fees from these collected savings. I personally have been a beneficiary.

Securities

Mergers and Inquisitions

MARCH 8, 2023

Commodity trading and investing are appealing for many of the same reasons global macro strategies are appealing: inflation protection, diversification, and potentially higher returns when financial assets perform poorly. If you include family offices, names like Soros, Duquesne, and BlueCrest could also be on this list.

Funds

Wall Street Mojo

JANUARY 17, 2024

For issuers, they offer a cost-effective method to raise capital, often with lower interest rates than traditional debt. Convertible Securities vs Warrants Convertible securities and warrants are two components of the capital structure of any company. Convertible securities combine features of both debt and equity instruments.

Securities

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Collateralized Debt Obligation (CDO) (wallstreetmojo.com) The rise and demise Collateralized Debt Obligation assets turned out to be a cyclical process, initially reaching the top because of its inherent benefits, but ultimately collapsing and leading to one of the largest financial crises.

Debt

Mergers and Inquisitions

MAY 15, 2024

When interest rates were at ~20% in 1980 and fell substantially over the next few decades, virtually all financial assets benefited: Corporate bonds, equities, and private equity. Private equity firms didn’t have to do much to “buy low and sell high” because they could count on valuation multiples increasing over time.

Private Equity

IBG

SEPTEMBER 11, 2024

Cleaning Up Your Financials While recasting your financials is a task we perform, “cleaning up” your financials is something that only you can do. As examples: Make sure your inventory and asset records align with what is physically there.

Sale

Lake Country Advisors

JANUARY 3, 2025

Talent Acquisition and Intellectual Property Tech purchases go beyond financial gains by offering access to skilled professionals and proprietary innovations. This combination of human capital and intellectual property gives buyers a competitive advantage and supports sustainable growth.

Mergers and Acquisitions

FineMark

JANUARY 20, 2023

As a result of a normalization of monetary policy and thus a return to a real cost of capital, there will be a greater dichotomy between winners and losers. We hold this duty sacrosanct and are humbled by your continued trust in our ability to grow and safeguard your financial assets.

Economics

Wall Street Mojo

JANUARY 17, 2024

In case of default, the buyer is free to remove the liability from their balance sheet Balance Sheet A balance sheet is one of the financial statements of a company that presents the shareholders' equity, liabilities, and assets of the company at a specific point in time. read more can be more beneficial to the investors.

Financial Modeling

Devensoft

JUNE 6, 2023

What are the cash flow and working capital positions for the company? These are vital factors when it comes to your financial analysis. Working capital is the value of a company’s assets minus its current liabilities. Working capital is the value of a company’s assets minus its current liabilities.

M&A

CNBC: Investing

JULY 30, 2025

Again, we don't have much in the way of history for VLTO, given that it's only been a public company for less than two years, but it has shown the ability to trend and capitalize on bullish patterns over this span. Here is a zoomed-out view of the weekly chart, highlighting the biggest breakouts from 2024.

Stock