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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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Is CoreWeave At The Mercy Of The Bond Market?

By Michael Lebowitz and Lance Roberts | Sep 4, 2026 | Daily Market Commentary
CoreWeave, which rents GPU computing capacity to AI labs and hyperscalers, sits at the heart of a circular financing story that worries some investors. CoreWeave’s total debt sits at $35 billion as of June 30, up sharply from $21 billion at year-end 2025. Further, interest expense hit $640 million last quarter, accounting for more than 25% of its revenue. Against that debt load sits a revenue backlog of approxi...
Portfolio Trade Alert – August 17, 2026

Portfolio Trade Alert – August 17, 2026

By Lance Roberts | Aug 17, 2026 | PRO TRADING
Equity Model Only After rebalanacing the portfolio last week, one trade we wanted to make but didn't was with Broadcom (AVGO.) While we like the company and the space it is in, we wanted more exposure to the AI chips being used in data center and AMD specializes in general-purpose GPUs and CPUs (like the Instinct MI300 series).
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.  
Druckenmiller Warning: The Bond Market Already Priced It

Druckenmiller Warning: The Bond Market Already Priced It

By Lance Roberts | Aug 29, 2026 | PRO NEWSLETTER
🔎 At a Glance Druckenmiller Warning: The Bond Market Already Priced It Market Brief & Technical Review
9-4-26 Don’t Be a Retirement Castaway

9-4-26 Don’t Be a Retirement Castaway

The Real Investment Show | Sep 04, 2026