Welcome to 2025! I want to start this year by cleaning up some of our portfolio and reducing some of our risk.
Let’s start today by taking a profit.
I’d like to re-recommend one of our old favorites, Tower Semiconductor (SYM: TSEM) here at $46.37.
Let’s start today with some good news: Shares of Silicon Motion (SYM: SIMO) jumped $42 this morning on news that China has finally approved its takeover by MaxLinear.
Silicon Motion (SYM: SIMO) is up 10% since we talked about it last week.
We have a strong group of stocks, so I want to take today to highlight some of the best opportunities I haven’t talked about recently (and update others).
A lot of new members have joined us in the past month. I just wanted to take a moment to say, welcome. We’re happy you’ve joined us.
I have a lot to update you on this week: Activision, Spirit Airlines and Tower Semiconductor. You can get those below.
Today’s a big day for Microsoft’s takeover of Activision. The FTC will vote on the deal. So I wanted to get this out early. More on that below.

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Welcome to 2025! I want to start this year by cleaning up some of our portfolio and reducing some of our risk.
Let’s start today by taking a profit.
I’d like to re-recommend one of our old favorites, Tower Semiconductor (SYM: TSEM) here at $46.37.
Let’s start today with some good news: Shares of Silicon Motion (SYM: SIMO) jumped $42 this morning on news that China has finally approved its takeover by MaxLinear.
Silicon Motion (SYM: SIMO) is up 10% since we talked about it last week.
We have a strong group of stocks, so I want to take today to highlight some of the best opportunities I haven’t talked about recently (and update others).
A lot of new members have joined us in the past month. I just wanted to take a moment to say, welcome. We’re happy you’ve joined us.
I have a lot to update you on this week: Activision, Spirit Airlines and Tower Semiconductor. You can get those below.
Today’s a big day for Microsoft’s takeover of Activision. The FTC will vote on the deal. So I wanted to get this out early. More on that below.

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