Archive

Year: 2026

All Year: 2026 Articles

Newest first · Page 152

Palantir’s Investment Case is Very Simple Now

Palantir's multiple looks stretched on every traditional measure, yet the earnings math is quietly doing something that could make the valuation argument obsolete before most investors notice it.

Alex Sirois · 2 weeks ago

Micron Trades Hands at $927: Here’s What You Should Do

Micron posted a blowout quarter, locked in $100 billion in committed revenue contracts, and then watched its stock slide anyway. Before you buy into a company sitting at the center of the AI memory…

Alex Sirois · 2 weeks ago