VIDEO: We're Bullish on These 2 Holdings Despite Pressure
Plus, how BofA reaffirms our Q1 2026 earnings season concerns.
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In Friday's Portfolio video, Chris breaks down the Portfolio’s recent performance and how it reaffirms our focus on following the data and connecting the dots.
As part of that, we discuss why we remain bullish on shares of Axon (AXON) and Palantir (PLTR) despite the renewed pressure on them.
Chris also explains why the Portfolio will give more weight to next week’s March PPI report than Friday's March CPI report. And he discusses why an action from Bank of America on Friday with Procter & Gamble (PG) shares speaks to why we intend to remain holders of our market hedging positions as the Q1 2026 earnings season heats up.
Related: China’s Influence Rises as Beijing Becomes Unusual U.S. Ally on Iran
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At the time of publication, TheStreet Pro Portfolio was long AXON and PLTR.
