Jordan Park

Buying the AI Narrative — Raising My AMD Conviction Into CES 01/2026

Fundamentals look healthy; this is a tactical long into a CES-driven catalyst with clear proof points and a defined risk plan.

I am increasing my long exposure to Advanced Micro Devices (AMD) ahead of CES 2026. Q3 FY2025 showed a meaningful revenue rebound (9.246B) and expandi...

Healthcare Realty (HR) - Buy a Durable Healthcare REIT While the Market Misprices Risk

Strong cash flow, active JV asset sales, and an attractive yield on a lower share base make HR a high-conviction buy at current levels

Healthcare Realty (HR) is a defensible, outpatient-focused REIT trading ~17 and offering a 5.5%-6% yield on the new payout run-rate. Recent quarter re...

Magnite: Buy the Recovery Set-Up for 2026 — Entry at ~16, Stop at 13, Targets 22/30

CTV tailwinds, improving operating cash flow, and an accretive M&A pattern argue for a multi-month rebound

Magnite (MGNI) has stabilized revenue and turned operating cash flow sharply positive in 2025. With CTV exposure, recent product wins and an acquisiti...

Plains All American: Buy the Yield, Manage the Integration Risk

EPIC purchase gives Permian footprint; strong cash flow supports a high yield — trade it as a position with defined risk.

Plains All American (PAA) offers an attractive entry for a position trade today. The stock yields roughly 8.3% on the recent $0.38 quarterly distribut...

Saks Global CEO Departure Amidst Bankruptcy Preparations

Leadership transition as Saks Global faces financial strain with potential insolvency filing

Saks Global announced the resignation of its Chief Executive Officer, Marc Metrick, at a time when the luxury retail company is reportedly preparing t...

Seagate's Recovery Looks Real - Position Long on Durable AI-Driven Storage Demand

Earnings and cash flow are finally tracking a durable upcycle; trade plan targets ~18%-46% upside with a disciplined stop.

Seagate (STX) posted a meaningful step-up in profitability and operating cash flow in the quarter ended 10/03/2025. Revenues, gross margin and operati...

Kevin O'Leary Highlights Zohran Mamdani's Innovative Political Strategy in NYC Mayoral Victory

The 'Shark Tank' investor sees a novel data-driven leadership emerging with Mamdani's ascent

Kevin O'Leary, investor and entrepreneur, applauded Zohran Mamdani's success in the 2025 New York City mayoral race, emphasizing the role of data scie...

Mastering Trading Execution Timing: How to Optimize Order Placement and Minimize Market Impact for Improved Stock Trading Results

For beginner and intermediate traders learning practical techniques to improve trade execution timing, reduce costs, and manage execution risks effectively

Trade execution timing is a crucial but often overlooked factor that can significantly affect your stock trading profitability and risk management. Th...

Woori Financial - Start 2026 With a Yieldy, Fundamentally-Supported Long Trade

Banking recovery, steady dividend run-rate and favorable technicals make WF a tactical long with defined risk.

Woori Financial (WF) looks like an asymmetric trade to start 2026: the stock is trading near recent highs after a multi-quarter recovery, pays a relia...

Uber Is Quietly Assembling The Robotaxi Stack - A Pathway To $150

Operational strength today, option value in autonomy tomorrow. Tactical long with clear entry, stop and targets.

Uber has matured from a cash-burning scale-up into a free-cash-generating platform with a large balance sheet and concentrated investments that look a...