Salesforce at $256: Should You Buy It?
Salesforce just ripped 36% in a month on its boldest AI bet yet, but the stock now sits exactly where analysts think it belongs, leaving buyers with no margin for error and one soft…
All Work
Alex Sirois
This Thesis for Marvell Technology Keeps Me Accumulating Amid Tailwinds
A post-earnings drop handed one investor a reason to buy more Marvell Technology, not sell it, and a Google warrant that binds a hyperscaler to shareholder returns is only part of why he keeps…
Why Investors Should Buy IREN Limited Over Nebius
Two AI infrastructure companies just reported earnings that look nothing alike, and the worse-looking quarter might belong to the better buy.
ServiceNow Vs. Salesforce: Who’s Better Positioned to Capitalize on AI?
ServiceNow and Salesforce both posted AI-fueled earnings and both claim the future of enterprise automation, but they are attacking the problem from opposite ends of the stack, and only one positioning survives when agentic…
Will Amazon or Alphabet Better Digest AI Capex This Quarter?
Amazon and Alphabet both broke cloud growth records in Q2 while burning through historic levels of capital, but their funding strategies and margin runways point in starkly different directions for investors deciding which AI…
IREN Limited Keeps Falling: A Respected Ratings Agency Sees 185% Growth Anyway
A respected analyst just slapped a Street-high price target on a stock that cratered after reporting a $684 million loss, and the reasoning has Wall Street genuinely divided on whether this is the buying…
Vistra Won’t Stop Declining in 2026: Why Does This Prominent Wall Street Firm Expect 120% Returns?
Vistra has shed nearly 30% over the past year while one prominent Wall Street firm just slapped a target on it that implies triple-digit gains. The reasoning behind that call cuts against almost everything…
What Trends Tell Investors To Do With Marvell Technology Right Now
Marvell has surged over 180% this year on AI infrastructure demand, but cooling momentum and a stretched valuation now put buyers in a difficult spot. The case for owning MRVL is strong, yet when…
Does Nvidia or Broadcom Have The Greater Core Vulnerability?
Nvidia and Broadcom both rode the AI infrastructure wave to record quarters, but reading their earnings calls back-to-back exposes two very different bets investors are quietly underwriting. One faces a threat from its own…
AI Isn’t Eating SaaS: Why Salesforce and ServiceNow Finally Exploded Upward
Investors spent months betting that AI would cannibalize enterprise software giants, but Salesforce and ServiceNow just reported quarters that turned that fear inside out. The question now is whether these results signal a permanent…
Will Nvidia or Apple Have The Bigger Market Cap By The End of Q3?
NVIDIA just posted triple-digit growth and Apple called its strongest June quarter ever, but only one of them will hold the largest market cap on earth when Q3 closes. The gap is narrower than…
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…
Is There Plenty of Room Left to Buy ServiceNow After It Spiked?
ServiceNow just posted a 10% single-day surge on blockbuster AI numbers, but the stock still sits roughly 22% below last year's peak with its analyst target nearly in reach. Whether that combination signals a…
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.
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.
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…
Walmart Keeps Cratering: 45% Gains Are Expected From A Respected Wall Street Pro
Walmart just beat earnings and raised guidance, then watched its stock sink while every peer in the sector rallied. One Wall Street analyst sees that reaction as the setup for a massive rebound most…
Core Compounders Should Do This With Walmart
Walmart just slid 6.64% in a week despite beating earnings estimates, and the math on that pullback looks very different depending on whether you buy now or wait for a number closer to $94.
Long-Term Investors Know Exactly What to Do With Nvidia Before Aug. 26 Earnings Drop
NVIDIA heads into its August 26 earnings report with Wall Street almost certain it will beat, yet the stock has dropped sharply all week. That contradiction tells long-term investors something important about what to…
Apple at $310: Little Room to Grow But Still a Buy
Apple just pulled back from its 52-week high while retail sentiment sours and analysts argue the valuation leaves no room for error. Here is why that pessimism may be the most reliable entry signal…