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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.

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AMD and SanDisk Set A High Bar For Nvidia

By Michael Lebowitz and Lance Roberts | Aug 7, 2026 | Daily Market Commentary
AMD and SanDisk (SNDK) delivered earnings beats this week, yet both stocks fell. AMD posted record revenue up 50% year over year, with data center revenue more than doubling. Its CEO Lisa Su said she expects “Data Center sales to accelerate in the second half of 2026.” Guidance for the current quarter came in near Wall Street estimates, but it fell short of “whisper” expectations. Despite the see...
Portfolio Trade Alert – August 7, 2026

Portfolio Trade Alert – August 7, 2026

By Lance Roberts | Aug 7, 2026 | PRO TRADING
Trade Alert - Thematic Portfolio Rebalances We are rebalancing three of the Thematic Models today: Growth Focused Equity Small and MidCap Equity
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.  
The Momentum Crash: Is It Over?

The Momentum Crash: Is It Over?

By Lance Roberts | Aug 1, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – Eight Sectors Higher, Index Still Lower The S&P 500 closed the week at 7,489.72, up 1.1%; however, that headline hides nearly everything that matt...
8-7-26 Aging in Place - What to Consider

8-7-26 Aging in Place - What to Consider

The Real Investment Show | Aug 05, 2026