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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

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The IPO Boom And Its Impact On Markets

By Michael Lebowitz and Lance Roberts | Jun 5, 2026 | Daily Market Commentary
The headlines surrounding the SpaceX IPO seem mainly focused on how high the stock will go. There is a more important question stemming from the SpaceX IPO and other large deals that few seem to be asking: where will the money come from? SpaceX is targeting a $1.75-$2.00 trillion valuation and a capital raise of up to $75 billion. Anthropic, OpenAI, and Stripe are expected to follow in the coming months, bringing the total 2026 I...
Portfolio Trade Alert – June 4, 2026

Portfolio Trade Alert – June 4, 2026

By Lance Roberts | Jun 4, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models In mid-May, we took profits on several of our technology holdings, anticipating a correction in those areas. That correction most likely started yesterday following Broadcom's (AVGO) earnings release. One thing we have stated for a while is that when the correction in the Semiconductor/Technology names started we would see a...
Friday Favorites: Snowflake (SNOW)

Friday Favorites: Snowflake (SNOW)

By Michael Lebowitz | Dec 20, 2024 | PRO BLOG
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.  
Parabolic Semiconductor Rally: What Breaks The Trade?

Parabolic Semiconductor Rally: What Breaks The Trade?

By Lance Roberts | May 30, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – AI Validation Fuels A Ninth Weekly Advance The headline tape made fresh history. The S&P 500 closed Friday at 7,580.06, finishing up 1.43% on the week and posting its n...