Asymmetry Is The Reason I Will Not Stop Buying Oracle
Oracle has dropped nearly 40% over the past year, yet one investor keeps hitting the buy button while the crowd runs the other way. The reason comes down to a valuation gap hiding in…
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Alex Sirois
I Keep Buying Salesforce Because It Is Doing What I Expected
Salesforce stock is still down badly for the year, yet something in the recent numbers keeps pulling me back to the buy button. Here is what the financials revealed that made me stop questioning…
Broadcom Vs. Micron: Why They’re So Strong as Capital Shifts to Inference and Agentic AI
Broadcom and Micron both posted blowout quarters riding the same AI wave, yet they operate from almost opposite ends of the semiconductor business. Understanding which model holds up as inference spending accelerates could change…
Cerebras Vs. Nvidia: A Battle Not As Lopsided as You Might Expect
NVIDIA prints $81 billion quarters while Cerebras barely cleared its IPO, yet one metric puts the underdog in a position the AI giant cannot easily dismiss. The strategic clash between wafer-scale inference and full-stack…
Nvidia Vs. AMD: The New Narrative Upending The Challenger-Champion Dynamic
Nvidia just posted numbers that suggest an unbreakable grip on AI infrastructure, yet AMD's biggest customers are quietly placing gigawatt-scale bets on a rival platform. What that split reveals about who actually controls the…
Cerebras System’s Choppy Year Continues But a Wall Street Pro Forecasts 80% Returns Moving Forward
Cerebras stock collapsed 40% from its May peak on a single bad earnings report, yet Wall Street analysts refuse to cut their targets. Here is why the gap between price and conviction keeps growing.
Falling, Falling, Falling: Why One of Wall Street’s Biggest Ratings Agencies Expects Bloom Energy to Explode 70% Higher
Bloom Energy just posted one of the cleanest quarters in the AI infrastructure space, yet its stock sits 42% below its recent peak. One major Wall Street firm is doubling down with a price…
Intel’s Skid Continues: One of The Biggest Global Banks Says It Will Provide 130% Returns From Here
HSBC just blew up the consensus on Intel with a price target that towers above every other analyst on the Street, and it landed right as the stock shed 15% in a single week.…
Nvidia Vs. Meta Platforms: Why Wall Street Expects Their Q3 Performance to Lead The Magnificent Seven
NVIDIA sells the compute powering the AI boom while Meta bets billions that buying it will print money through ads. Wall Street expects both to lead the pack in Q3, but the logic behind…
Whoever Said Marvell Suffers Customer Concentration Risk Lied
The bear case against Marvell Technology rests on a customer concentration story that collapsed under the weight of its own evidence, and understanding why changes the entire calculus on where AI infrastructure money belongs…
Coinbase Has Been Choppy All Year: One Analyst Expects Nearly 80% Gains Ahead Anyway
Coinbase keeps missing earnings while peers hold steady, yet one analyst on Wall Street has set a target so far above consensus that it raises an obvious question: does he see something the rest…
The Big Difference Between Broadcom and Marvell Technology
Broadcom and Marvell both reported blowout AI numbers, but they are playing completely different games inside the same semiconductor supercycle, and choosing between them means deciding which kind of risk you actually want.
Is Nebius Overvalued or Digesting Debt for Something BIgger and Better?
Nebius stock shed more than 21% in a single week despite blowout revenue growth, leaving investors torn between a debt-fueled collapse and a generational buying opportunity hiding in plain sight.
KLA Corporation: See What Wall Street Sees
KLA Corporation just reported its fifth consecutive earnings beat and raised its outlook, yet the stock sits nearly 40% below its 52-week high. Something is driving that gap, and understanding it separates a value…
AppLovin Keeps Tanking: 160% Returns Lie Ahead According To One Wall Street Bank
AppLovin's stock cratered more than 50% this year despite posting earnings growth that most software companies would envy, and at least one major Wall Street bank thinks the selloff created a once-in-a-cycle gap between…
Where Canon Can Actually Disrupt ASML
Canon is quietly aiming its nanoimprint technology at the exact wafer segments ASML prefers to ignore, and a single memory design win could rewrite the competitive math for fab equipment investors.
Heed The Advice Around Strategy
Strategy holds nearly a billion bitcoin and a balance sheet that needs capital markets to stay open forever. Whether the recent 28% weekly surge signals a turning point or a trap depends entirely on…
Strategy Remains Down 20% in 2026: A Prominent Analyst Still Sees 265% Upside After Downward Adjustment
Benchmark's top analyst just slashed his Strategy price target and still calls for a triple from current levels, but the market keeps punishing shares as bitcoin bleeds and retail bets on collapse. Who has…
The Bear Case on Agents and Compute is Wrong So I Buy More Nvidia
Bears insist smarter AI agents will shrink the GPU compute bill, and that argument sounds reasonable until you do the math on what an agent actually burns per task.
Apple Vs. Nvidia: He Who Controls Compute Wins
NVIDIA sells the infrastructure powering the AI era while Apple bets the compute battle gets won at the edge, and right now both strategies are printing money. Which position actually controls the stack that…