Archive

Year: 2026

All Year: 2026 Articles

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What Will It Take to Get Mastercard Moving Again?

Mastercard keeps beating earnings estimates while its stock sits almost flat for the year, leaving investors caught between a compelling valuation and a disruption story that refuses to go away. Here is what the…

Alex Sirois · 3 weeks ago

Why CoreWeave Is My High-Beta AI Play I Keep Adding

CoreWeave carries a debt load that would make most investors close the browser tab, yet one investor keeps hitting the buy button after every earnings report. Here is the specific logic behind that conviction.

Alex Sirois · 3 weeks ago