Jeremy Phillips

I've been writing about stocks and personal finance for 20+ years. I believe all great companies are tech companies in the long run, and I invest accordingly.

Jeremy Phillips | Mar 14, 2026 at 8:03 PM EDT

Mobileye vs. Luminar: Two Autonomous Driving Visions, One Brutal Reality

Mobileye (NASDAQ:MBLY | MBLY Price Prediction) and Luminar Technologies (NASDAQ:LAZR) both bet their futures on autonomous driving. One is building…

Jeremy Phillips | Mar 14, 2026 at 8:02 PM EDT

Super Micro CEO: We’re at the Center of the AI Infrastructure Buildout

Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) just posted one of the most striking revenue beats in recent memory,…

Jeremy Phillips | Mar 13, 2026 at 12:35 PM EDT

How $200 Oil Impacts Your Stocks and Your Wallet

Oil is sitting at $96 a barrel as of March 13, 2026, up from $71 just ten days ago. The…

Jeremy Phillips | Mar 13, 2026 at 8:03 AM EDT

HP Enterprise confirms memory shortage will last longer than expected

“I keep thinking this has got to end, but we got confirmation this week from HP Enterprise that it’s going…

Jeremy Phillips | Mar 13, 2026 at 8:02 AM EDT

CNBC: ByteDance building AI chip capacity outside China using Nvidia Blackwell

“Chinese company ByteDance is reportedly working on building up its computing power outside of China, using top of the line…

Jeremy Phillips | Mar 13, 2026 at 8:00 AM EDT

SentinelOne CEO: Microsoft has more vulnerabilities than any other company

SentinelOne (NYSE:S | S Price Prediction) CEO Tomer Weingarten made a pointed claim on live TV recently that cuts right…

Jeremy Phillips | Mar 13, 2026 at 7:29 AM EDT

Palantir CEO: adversaries targeting AI infrastructure they ‘can’t produce’

Alex Karp has never been shy about saying what he thinks. But a recent comment from the Palantir CEO cuts…

Jeremy Phillips | Mar 12, 2026 at 9:58 PM EDT

Red Cat CEO: U.S. producing less than 1M drones yearly vs. China’s 4M

Jeff Thompson, CEO of Red Cat Holdings (NASDAQ:RCAT), went on national television with Maria Bartiromo and said something that should…

Jeremy Phillips | Mar 12, 2026 at 9:57 PM EDT

Biel: Salesforce’s transaction data gives it real competitive protection

Not all enterprise software moats are created equal. That’s the framework analyst Biel laid out recently when assessing which software…

Jeremy Phillips | Mar 12, 2026 at 9:57 PM EDT

Lumentum CEO: sold out through end of 2027, no end in sight

Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) CEO Michael Hurlston went on live television and said something you almost never…

Jeremy Phillips | Mar 12, 2026 at 4:21 PM EDT

Cuggino likes Meta for cost discipline: ‘know where the lines are’ on AI spending

Michael Cuggino, fund manager at Permanent Portfolio Family of Funds, has two AI stock picks: Meta Platforms (NASDAQ:META | META…

Jeremy Phillips | Mar 12, 2026 at 4:21 PM EDT

Palantir CEO: AI precision targeting has fundamentally shifted modern warfare

Alex Karp doesn’t oversell. He’s a philosopher-CEO who speaks carefully, especially about classified operations. So when he describes what Palantir’s…

Jeremy Phillips | Mar 12, 2026 at 4:21 PM EDT

Link: Netflix simpler story without Warner Bros. Discovery deal

Stephanie Link has watched Netflix from the sidelines her entire career. That changed recently. The Chief Investment Strategist bought Netflix…

Jeremy Phillips | Mar 12, 2026 at 7:19 AM EDT

4 Specialty Defense and Energy Plays Positioned for the Next Upcycle

WTI crude oil has surged from $55.44 in December 2025 to $94.65 as of March 9, 2026, defense budgets are…

Jeremy Phillips | Mar 12, 2026 at 7:19 AM EDT

Lockheed Martin vs. L3Harris: Which Defense Giant Belongs in Your Portfolio?

Lockheed Martin (NYSE: LMT | LMT Price Prediction) and L3Harris Technologies (NYSE: LHX) both reported Q4 2025 earnings on January…

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Jeremy Phillips

Mobileye vs. Luminar: Two Autonomous Driving Visions, One Brutal Reality

Super Micro CEO: We’re at the Center of the AI Infrastructure Buildout

How $200 Oil Impacts Your Stocks and Your Wallet

HP Enterprise confirms memory shortage will last longer than expected

CNBC: ByteDance building AI chip capacity outside China using Nvidia Blackwell

SentinelOne CEO: Microsoft has more vulnerabilities than any other company

Palantir CEO: adversaries targeting AI infrastructure they ‘can’t produce’

Red Cat CEO: U.S. producing less than 1M drones yearly vs. China’s 4M

Biel: Salesforce’s transaction data gives it real competitive protection

Lumentum CEO: sold out through end of 2027, no end in sight

Cuggino likes Meta for cost discipline: ‘know where the lines are’ on AI spending

Palantir CEO: AI precision targeting has fundamentally shifted modern warfare

Link: Netflix simpler story without Warner Bros. Discovery deal

4 Specialty Defense and Energy Plays Positioned for the Next Upcycle

Lockheed Martin vs. L3Harris: Which Defense Giant Belongs in Your Portfolio?

‘Convert $100,000 a Year to Get Them to the Top of the 22%’: The Roth Plan for a Couple With $2.3M in 401(k)s

UFO ETF Faces a Critical Test: Can Pre-Profit Space Stocks Deliver on $1.85B Backlog

Warren Buffett’s Parting Gift to Investors Is Crushing the Market 6 Months Later

'Convert $100,000 a Year to Get Them to the Top of the 22%': The Roth Plan for a Couple With $2.3M in 401(k)s

College-Educated Families Earned $242,200 While Others Made $42,200, Here's Why the Gap Widened

‘Convert $100,000 a Year to Get Them to the Top of the 22%’: The Roth Plan for a Couple With $2.3M in 401(k)s

UFO ETF Faces a Critical Test: Can Pre-Profit Space Stocks Deliver on $1.85B Backlog

Jeremy Phillips

Mobileye vs. Luminar: Two Autonomous Driving Visions, One Brutal Reality

Super Micro CEO: We’re at the Center of the AI Infrastructure Buildout

How $200 Oil Impacts Your Stocks and Your Wallet

HP Enterprise confirms memory shortage will last longer than expected

CNBC: ByteDance building AI chip capacity outside China using Nvidia Blackwell

SentinelOne CEO: Microsoft has more vulnerabilities than any other company

Palantir CEO: adversaries targeting AI infrastructure they ‘can’t produce’

Red Cat CEO: U.S. producing less than 1M drones yearly vs. China’s 4M

Biel: Salesforce’s transaction data gives it real competitive protection

Lumentum CEO: sold out through end of 2027, no end in sight

Cuggino likes Meta for cost discipline: ‘know where the lines are’ on AI spending

Palantir CEO: AI precision targeting has fundamentally shifted modern warfare

Link: Netflix simpler story without Warner Bros. Discovery deal

4 Specialty Defense and Energy Plays Positioned for the Next Upcycle

Lockheed Martin vs. L3Harris: Which Defense Giant Belongs in Your Portfolio?

‘Convert $100,000 a Year to Get Them to the Top of the 22%’: The Roth Plan for a Couple With $2.3M in 401(k)s

UFO ETF Faces a Critical Test: Can Pre-Profit Space Stocks Deliver on $1.85B Backlog

Warren Buffett’s Parting Gift to Investors Is Crushing the Market 6 Months Later

Featured Reads

'Convert $100,000 a Year to Get Them to the Top of the 22%': The Roth Plan for a Couple With $2.3M in 401(k)s

College-Educated Families Earned $242,200 While Others Made $42,200, Here's Why the Gap Widened