Archive

Year: 2026

All Year: 2026 Articles

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Prediction: Palantir Stock Will Hit $250 on This Date

Palantir's U.S. commercial revenue is exploding and its Rule of 40 score just hit 155, yet Wall Street analysts barely see any upside from here. Our model tells a very different story, and it…

Vandita Jadeja · 3 weeks ago

Michael Burry Abandons Alibaba Over Broken Management Pledge

Michael Burry bought Alibaba in April and walked away four months later, accusing management of breaking a core commitment to shareholders. What happened in that window reveals a deeper tension building inside one of…

Trey Thoelcke · 3 weeks ago

The AI Opportunity Qualcomm Investors May Be Underestimating

Wall Street treats Qualcomm like a handset company in slow decline, but a closer look at its data center roadmap and two confirmed hyperscaler wins suggests investors are pricing in the wrong business entirely.

Vandita Jadeja · 3 weeks ago