Archive

Year: 2026

All Year: 2026 Articles

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Value Growth Investors Should Do This With Salesforce

Salesforce just staged one of its biggest single-session rallies in years, but the real question is whether that move already priced in everything the AI story has to offer or left something on the…

Alex Sirois · 1 month ago

What Makes Marvell Technology So Irresistible Now

Every quarter, one semiconductor company keeps outgrowing its own guidance while quietly locking in partnerships that look less like vendor contracts and more like infrastructure ownership. Here is why the buy button stays warm.

Alex Sirois · 1 month ago

The Number One Reason to Buy Meta is Very Compelling

Every dip in Meta stock triggers the same response: another buy. With capex fears mounting and a trillion-dollar lawsuit underway, the case for adding shares keeps getting harder to ignore.

Alex Sirois · 1 month ago

Broadcom Built Something Nearly Perfect So I Keep Buying

Hock Tan engineered a semiconductor company that profits whether hyperscalers bet on GPUs or custom silicon, and the demand already booked stretches years into the future. Here is why that structure keeps pulling me…

Alex Sirois · 1 month ago