Raymond James just started coverage with a 20% upside target. The real case is bigger.
Chips Are Up 80% in Six Months. Q3 Earnings Will Be the Real Test.
The AI semiconductor thesis is intact. The valuation math heading into July is not forgiving.
Broadcom Is Down 25% From Its High. The Business Has Never Been Better.
Record AI revenue, a custom OpenAI chip, and a $1.8 trillion company trading at a discount.
Nike Reports June 30. The Bar Is So Low It Might Actually Matter.
NKE is down 44% from its high, trading at an 11-year low, with a tariff refund nobody priced and a…
The AI Picks and Shovels Still Have Room to Run
NVDA just posted $81.6B in one quarter. The infrastructure behind it is still being built.
The 6% Tax-Free Yield Nobody Is Talking About
Municipal bonds are paying near-record after-tax income. Most equity investors have not noticed. That may be the point.
Meta Is Trading Near $577. The Q2 Earnings Number in Late July Changes Everything.
META's $125B–$145B AI capex plan rattled the market. The revenue math and the ad flywheel say the selloff created a…
The Power Nobody Planned For: Nuclear Stocks and the AI Energy Reckoning
CEG, CCJ, NXE, SMR, and OKLO are at the center of a structural demand story that Wall Street is still…
The Warehouse Robot That Just Turned Profitable
Symbotic is no longer a story stock. The numbers are starting to say something different.
SpaceX Just Went Public — Here’s What Traders Need to Know Right Now
SPCX debuted on the Nasdaq June 12 at $135, surged 19% to $161. The largest IPO in history is now…