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SimpleVisorTM Insights is where the RIA Professionals post their latest thoughts, commentary and analysis to keep you ahead of ever changing markets. Find our latest commentary and videos below. All of our past articles and videos are archived in each of the links above.
Latest Posts
On the heels of strong fourth-quarter earnings reports, Microsoft is opening down 8%, while Meta is trading up 10%. Microsoft topped expectations for earnings and revenues. However, there is some concern about its total cloud revenue. They reported cloud revenue of 26% versus expectations of 28-29%. That said, their leading cloud computing product, Azure, grew by 39%, a testament to the strong AI-driven growth. We are also hearing that inv...
Portfolio Trade Alert – January 27, 2026
Trade Alert - Equity Models
We are making some room in the Equity model today to add 2.5% of the portfolio to Apple (AAPL) ahead of earnings. Apple has had a decent correction and is oversold enough on a technical basis to foster a bounce post earnings, even if the earnings aren't stellar. Given that we are already overexposed to equities in the model, we need to...
Friday Favorites: Snowflake (SNOW)
Snow is a data storage platform that allows its clients access to data and analysis of their data from the cloud. SNOW shares have been up about 50% over the last few weeks on strong sales and an optimistic outlook, as reflected in its most recent earnings report. However, despite the robust performance, it is still slightly lower for the year and well below its peak in late 2021.
Investment Risk Is Underappreciated – RIA
🔎 At a Glance
🏛️ Market Brief – The “Greenland” Impact
This week’s markets were driven by headline risk, economic uncertainty, and the early innings of earnings season. With the markets closed last Monday for the Martin Luther King holida...
