Archive
The M&A Freeze Will Be Short-Lived
As the tariff picture becomes clearer, company dealmaking could rebound fast...
Securities Analyzed
- GPN
- SKX
Corporations Control the Market's Destiny
It's important to look past the surface-level price action...
Securities Analyzed
- AAPL
- AMZN
- META
- MSFT
- NVDA
AI's Biggest Bottleneck Isn't What You Think
Power – not hardware – is the true choke point for AI...
This Time, Layoffs Are a Good Sign
One tech leader is trading headcount for margin, and it's paying off...
Securities Analyzed
- MSFT
'Real Men Have Fabs'... Until They Don't
Without its clever pricing model, this chipmaker may never have taken off...
Securities Analyzed
- AMD
- INTC
- PHG
- TSM
- TXN
An Investing Lesson From 30 Pills of German Meth
This story reminds us of countless stocks that were left for dead...
Securities Analyzed
- GTX
The $9 Billion Signal Investors Can't Ignore
If these companies survive the storm, they could catch the market's eye...
Securities Analyzed
- SKX
The Best Opportunity in the GLP-1 Turf War
The market is mispricing one of the strongest players in the weight-loss-drug boom...
Securities Analyzed
- CVS
- NVO
This AI Darling Is Cracking Under Pressure
This company's sky-high valuations leave no room for error...
Securities Analyzed
- PLTR
This DNA Giant Is Getting Back to Its Roots
Investors don't trust this recovery... and they don't want to get burned again...
Securities Analyzed
- ILMN
- YUM