Portfolio Parrot 💸

The only newsletter that simplifies Wall Street for 9–5 investors™

Featured

Stock Focus

AMD Stock in 2025: From Underdog to AI Powerhouse

Nov 4, 2025

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4 min read

AMD Stock in 2025: From Underdog to AI Powerhouse

A data-verified look at AMD’s rise in AI and data centres from underdog to US$400 billion powerhouse, with 12-month price targets and key risks.

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Newsletter

Weekly Market Insights: Nvidia Projections & Stocks to Watch 14 July 2025

Jul 14, 2025

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5 min read

Weekly Market Insights: Nvidia Projections & Stocks to Watch 14 July 2025

Top stocks, Nvidia projections, and navigating extreme greed in the markets

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Market Focus

U.S. Stocks & Events to Watch This Week: August 18–24, 2025

Aug 17, 2025

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3 min read

U.S. Stocks & Events to Watch This Week: August 18–24, 2025

Retail earnings and Fed updates take center stage this week, with Walmart, Target, and Jackson Hole likely to shape U.S. market sentiment.

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Stock Focus

Quantum Moonshot Stocks 2025: QUBT, IONQ, QBTS, RGTI

Oct 2, 2025

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5 min read

Quantum Moonshot Stocks 2025: QUBT, IONQ, QBTS, RGTI

We break down four quantum computing stocks: QUBT, IONQ, QBTS, and RGTI with bull, base, and bear cases, plus catalysts that could spark big moves.

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Stock Focus

Why I’m Holding UnitedHealth: A 9-to-5 Investor’s Perspective

Oct 27, 2025

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4 min read

Why I’m Holding UnitedHealth: A 9-to-5 Investor’s Perspective

A data-driven look at why UnitedHealth ($UNH) remains a core long-term holding. Includes reasons to buy, hold, or sell, plus bull, base, and bear price scenarios.

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Investment Research and Analysis

Stock Watchlist

Stock Power Watchlist for the Week of 16 February 2026

Feb 15, 2026

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6 min read

Stock Power Watchlist for the Week of 16 February 2026

The Stocks Driving Institutional Positioning Into 2026: 18 High-Conviction Stocks Across AI, Semis, Platforms & Recovery Plays

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Market Focus

Rotation Week: When Inflation Cools, Money Gets Picky

Feb 15, 2026

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7 min read

Rotation Week: When Inflation Cools, Money Gets Picky

A holiday-shortened week brings Feb 18 FOMC minutes and Feb 20 Core PCE. Flows point to income, liquidity, and “real-economy” exposure.

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Market Focus

Weekend Market Recap: Defensive Rotation Hits as AI Trade Pauses

Feb 14, 2026

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5 min read

Weekend Market Recap: Defensive Rotation Hits as AI Trade Pauses

The S&P 500 fell 1.4% as AI jitters drove a sharp shift into utilities and real estate. CPI cooled, yields slipped, but leadership changed fast.

Portfolio Parrot

Newsletter

Weekly Market Insights: This Week Will Reveal Market Leadership

Feb 9, 2026

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5 min read

Weekly Market Insights: This Week Will Reveal Market Leadership

Jobs, CPI, and key earnings land together, testing whether rotation beyond mega-cap tech is real or just noise.

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Market Focus

Top US Stocks to Watch This Week: February 9–13, 2026

Feb 8, 2026

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6 min read

Top US Stocks to Watch This Week: February 9–13, 2026

A heavy week of macro data and earnings is reshaping market leadership, as investors look beyond Big Tech toward breadth, cash flows, and pricing power.

Portfolio Parrot

Stock Watchlist

Reinforcing the AI Infrastructure Trade After the Tech Dip

Feb 8, 2026

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7 min read

Reinforcing the AI Infrastructure Trade After the Tech Dip

A look at how one AI capex thesis shows up across semis, equipment, and infrastructure and why diversification can still mean one concentrated bet.

Portfolio Parrot