Jeff Kilburg
- Indexed articles, last 90 days
- 8
- Latest publication
- Sep 25, 2026
- Outlet visibility, for CNBC
- Top 5K sites
- Earliest in this view
- Jul 10, 2026
Latest articles
SpaceX has a 'cash cow' hiding in plain sight. Hereâs why Iâm buying the stock (opens the original)
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I've been watching SpaceX closely since it went public in June. The stock has already been on a wild ride, soaring from its $135 IPO price to more than $225 before falling as low as roughly $105. SpaceX had already popped up on our "quantamental" screen for companies with strong long-term growth potential. When shares broke below the IPO price and some of that initial enthusiasm washed out, we saw our opportunity and bought it for our Mango Growth ETF . The Texas-based company was founded by Elo
Use this SpaceX options strategy to play the next Starship flight, set for Sept. 15, Jeff Kilburg says (opens the original)
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SpaceX is preparing to launch, and I want to use options to own more upside of this literal rocket ship company. The stock reclaimed its opening IPO print of $150, yet is still about 35% below the $225 high that followed the June 12 IPO mania. The actual IPO price was $135 and August trading sessions violated that level, falling all the way to washout level of $104.83; significant post-IPO price discovery, for sure. Traders spent the summer treating SPCX as a lockup-and-capex problem. The last 4
Broadcom is primed for a big gain. How to trade it while protecting against risk (opens the original)
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Broadcom sits roughly 50% below its average Wall Street price target while the AI infrastructure build-out continues to accelerate. At roughly $370, the stock is well below the consensus target (per analysts) in the low-to-mid $500s (strong buy rating across the Street). I believe this is one of the cleaner dislocations in the semiconductor complex right now. The market has been treating AVGO as a pure networking name and not necessarily as the dual-engine it is which also plays in the semicondu
Sandisk is flying high. How to use options to generate income from this memory chip giant (opens the original)
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Sandisk has bounced nearly 35% this week, and investors are aggressively piling back into the memory space. The immediate catalyst is a major upgrade from JPMorgan , which moved the stock to an overweight rating and set a massive $2,250 price target. This target implies roughly 47% upside from Thursday's close, just short of its all-time intraday high of $2,354.39 in late June. In order to capture the opportunity in this high beta name, I am using a put spread to create a short-term income strea
Applied Materials is about to report earnings. How to trade the AI picks-and-shovels play ahead of results (opens the original)
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Applied Materials reports earnings next Thursday , and investors are still aggressively chasing the artificial intelligence trade after a brief pullback in big tech valuations. However, the edge potentially lies in owning the companies that manufacture the picks and shovels. Despite AMAT being up more than 100% in 2026, I remain bullish on the world's largest supplier of wafer fab equipment. Based on the current options chain for the Aug. 14 weekly expiration â the day after AMAT's quarterly r
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