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Ultra Clean Holdings (UCTT) Surged on Strong Results and Improving Semiconductor Spending
Insider Monkey74d agobullish
Ultra Clean Holdings (UCTT) Surged on Strong Results and Improving Semiconductor Spending

Rewey Asset Management, an investment management firm, released its “RAM Smid Composite” investor letter for the second quarter of 2026. A copy of the letter can be downloaded here. RAM Smid Composite gained 20.06% in the second quarter of 2026, outperforming the Russell 2500 Value Total Return Index’s 18.50% return, while year to date performance reached […]

Here Is Why You Should Buy Netflix And Roku
24/7 Wall St.74d agobullish
Here Is Why You Should Buy Netflix And Roku

Netflix and Roku just reported earnings that could not look more different, and understanding that gap reveals a split-ticket streaming trade worth considering before Roku's next report drops on July 30.