Blue Harbinger — Invest Smarter

In the upcoming weeks, another company that is systemically important to the AI megatrend is about to IPO. The South Korean company, SK Hynix (SKHY), wants in on the 300%+ year-to-date rocket-ship performance of Micron (MU), and why shouldn’t they considering both companies command significant market cap in the same corner of the AI megatrend.

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June 30, 2026

June 25, 2026

Adobe Stock: Obliterated by AI

June 25, 2026

Adobe shares are down 70% since January 2024. The once beloved, recurring-revenue, software darling has experienced dramatic valuation multiple compression as investors realize not much is going to stop the runaway disruption of AI. But how much multiple compression is warranted? Or is Adobe simply on a slow path to extinction?

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June 25, 2026

June 22, 2026

Meta: Big Growth, Low Valuation

June 22, 2026

Meta Platforms (META) has transformed from a social media company into one of the world's most powerful technology platforms. And it may be one of the most overlooked opportunities among the mega-cap technology stocks—considering it combines a dominant advertising business, billions of users across multiple platforms, substantial free cash flow, and significant growth opportunities (especially in AI and WhatsApp messaging). Ans despite these advantages, it continues to trade at a modest valuation relative to its growth prospects and megacap peers.

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June 22, 2026

BHI Members: Income Ideas

Income Opportunities

July 6, 2026

Bond Investing Today: A Very Different Environment (7 Bond ETFs Worth Considering)

July 6, 2026

After a multi-decade strong run for bond returns, things got choppy during the great financial crisis, and downright UGLY after covid (inflation and rate hikes caused horrific negative returns). However, things have stabilized, and investors now have opportunities to earn reasonable income while maintaining diversification and managing risk. Here is some history plus 7 bond ETFs worth considering.

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July 6, 2026

June 23, 2026

ADX Bucks Saba Lawsuit: 8%+ Yield Intact and On Sale

June 23, 2026

Income investors are constantly searching for investments that can provide attractive yields without sacrificing long-term capital appreciation. One often-overlooked option is Adams Diversified Equity Fund (ADX), a closed-end fund with nearly a century of history, a shareholder-friendly distribution policy, and a portfolio of high-quality US stocks. Recent legal challenges from activist investor Saba Capital created uncertainty around the fund, but ADX has emerged with its core strategy intact. Combined with a sizable distribution yield and a discount to net asset value, ADX presents a compelling opportunity for patient investors.

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June 23, 2026

June 22, 2026

Hercules: Despite AI-SaaS Fears, 12% Contrarian Yield Worth Considering

June 22, 2026

Hercules Capital (HTGC) has become an increasingly controversial income investment. While the BDC continues to generate strong earnings, maintain excellent credit quality, and support a dividend yield now over 12%, investors remain concerned about its exposure to venture-backed technology companies—particularly “software” companies in light of the disruptive momentum of AI.

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June 22, 2026

Disclosure: All content is for informational purposes only. Not investment advice. Investments are risky—may lose value.

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