HeyJaredTwo Stock Picks
Cut through the noise. Actionable stock ideas delivered - twice weekly.
- Indexed issues, last 90 days
- 5
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 20, 2026
Latest issues
The Stock Market Looks Fine. But 3 Things Are Getting Harder to Ignore. (opens the original)
Read excerpt
The stock market is sending a confusing signal right now.U.S. stocks remain close to record highs, even as the macroeconomic backdrop has become more complicated.The Nasdaq recently reached record levels, while investors continue to focus heavily on AI-related growth and corporate earnings.But underneath the headlines, three things are worth paying attention to:Interest rates are moving higher.Oil prices remain elevated.And expectations around AI remain extremely high.Here’s why they matter.<a c
The AI trade is about to get complicated - 3 things we’re watching in the markets this week (opens the original)
Read excerpt
The AI trade is facing three very different questions right now.Can AI spending keep growing?Can the world generate enough electricity to power it?And can stock valuations survive if interest rates stay higher for longer?Here are three things we’re watching:<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!Dfzs!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F953a099a-
6 Things to Watch Out For in the US Stock Market This Week (opens the original)
Read excerpt
“In the short run, the market is a voting machine, but in the long run, it is a weighing machine.” — Benjamin GrahamP.S. A complete breakdown of our Intra-Week Liquidity Tracker (including our free Excel model mapping Mag-7 CapEx-to-FCF ratios, Fed rate-hike probabilities, and high-beta exposure metrics) is available at the bottom of this issue.A quick look at social media feeds and Reddit threads reveals two distinct trading camps right now: one chasing short-term intraday dip-buying, and anoth
Beyond NVDA: The 2 Undervalued Pure-Plays Dominating Autonomous Defense & Next-Gen Hardware (opens the original)
Read excerpt
Key Highlights Included in this paid research:Macro & Budget Catalyst Data (DoD FY2025–FY2027 Requests):The Shift to Autonomous Warfare: A deep dive into the Pentagon’s creation of the Defense Autonomous Warfare Group (DAWG) and the record $54.6 billion FY2027 budget request for drone dominance and counter-drone technologies (up from $225.9M in FY2026).Total Funding Allocation: Overall unmanned systems, C-UAS, and autonomous software funding requests across services exceed <st
America's Oil Cushion Just Hit a 45-Year Low: Here's Why Investors Should Care (opens the original)
Read excerpt
<img alt="r/wallstreetbets - Crude oil only has 43 days of supply left in the US" class="sizing-normal" height="628" src="https://substackcdn.com/image/fetch/$s_!azjG!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.