Alphabet Post-Earnings Rebound is On: Buy at $363?
Alphabet just delivered a 24% revenue surge and a 210% free cash flow collapse in the same quarter, and the stock is rallying anyway. The bull and bear cases have never been more directly…
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Alex Sirois
AMAT at $534: Huge Upside With a Huge Hurdle Approaching
Applied Materials has surged 22% off its July lows, yet still sits nearly $200 below its recent peak with a binary earnings event days away that could either justify the bulls or hand the…
Applied Materials Fell 11% Last Month: A Prominent Wall Street Pro Predicts 70% Gains Moving Forward
Applied Materials just handed investors a brutal one-month loss, yet one prominent Wall Street analyst sees the selloff as a setup for gains that would dwarf the broader market. The reasoning behind that call…
SpaceX Falling to $100: A Clear Line in The Sand
SpaceX has shed more than a third of its value in weeks, and every options desk, prediction market, and Reddit thread has locked onto the same number as the moment of truth. Whether institutional…
Core DNA: Coreweave and Nebius Couldn’t Be More Different and Why It Matters
CoreWeave and Nebius both court the same hyperscaler clients with NVIDIA hardware at their core, yet their financial blueprints point toward completely opposite fates if GPU pricing shifts or interest rates bite.
AMD Vs. Broadcom: Why Broadcom is Actually Nvidia’s Biggest Problem
AMD just posted data center revenue that more than doubled, yet one rival may pose a far greater existential threat to Nvidia without ever competing directly for a single GPU sale.
SpaceX Shows Life at $114: A Classic Bull Trap?
SpaceX surged nearly 6% off its recent lows, giving bulls fresh hope that the post-IPO selloff has finally bottomed. But a looming lockup unlock, soaring put/call ratios, and a deeply shorted float tell a…
Glaring Market Hypocrisy Gifted Us Wildly Discounted Alphabet, So Buy
Wall Street rewarded Microsoft and Amazon for their AI spending binges while punishing Alphabet for doing the same thing with better numbers underneath, and that contradiction left a window wide open for buyers who…
The Number One Reason I’m Buying Microsoft Again
Azure just did something it has never done before, and the metric buried in Microsoft's latest earnings report tells me this AI spending wave is nowhere near finished.
Lockheed Martin is Down 8% in 6 Months: Wall Street Pro Expects 30% Growth Within a Year
Lockheed Martin just delivered a blowout quarter with a record-breaking backlog, yet the stock sits near a six-month low while one Wall Street analyst sees nearly 30% upside. The real question is whether a…
Is SpaceX or Palantir Expected to Have a Better August?
Palantir just delivered one of the most jaw-dropping software quarters in recent memory, while SpaceX enters August weighed down by lock-up pressure and a skeptical prediction market. Two NASDAQ giants, two radically different risk…
Corning Dropped 25% Over a Month: A Major U.S. Bank Expects 66% Gains Over The Near Term
Corning just handed investors one of the steepest single-stock declines in its peer group, yet at least one major Wall Street bank is responding by raising its price target to levels that would shock…
Why Amazon Looks Better Than Microsoft After Each Jumped 15% Post Earnings
Both Amazon and Microsoft crushed earnings and surged on identical catalysts, but the businesses underneath those matching gains point in very different directions for what comes next.
Apple’s Predictable August News Vacuum Tells You Exactly What to Expect This Month
Apple just posted a massive earnings beat and watched its stock fall hard anyway. Before you buy the dip or cut your losses, there is a very specific window forming between now and September…
KLA Corporation Cratered 40% Over The Last 30 Days: The Next 12 Months Will Bring 75% Returns According to One Wall Street Pro
KLA Corporation just cratered 40% from its highs despite beating earnings five quarters in a row, leaving Wall Street torn between a China-risk nightmare and a structural AI story that one analyst thinks is…
Alphabet at $356: Plenty of Room to Buy and Here’s Why
Alphabet just posted one of the largest earnings beats in mega-cap tech history, then the stock dropped anyway. What the selloff revealed about the company's real valuation tells a different story than the headlines.
The ‘Nvidia Tax’: Alphabet Mitigates It Better Than Amazon or Any Other Mag 7 Stock
Every hyperscaler pays NVIDIA a massive toll to compete at the AI frontier, but one Mag 7 giant has quietly built an escape route that the others lack. The answer comes down to who…
Salesforce Remains Down But Turning Positive: 100%+ Returns Lie Ahead According to This Analyst
Salesforce has shed nearly a third of its value this year while continuing to beat earnings estimates, and at least one analyst on Wall Street thinks that disconnect sets up a return most investors…
Buying Intel Over TSMC Isn’t as Crazy as It Might Seem
TSMC dominates on every traditional metric, yet one overlooked structural factor is quietly making its scrappier rival a more compelling bet for the next 24 months.
AMD Fell: Here Are 3 Reasons I’m Buying Without Fear
Every time AMD drops, the market hands out a discount on what may be the most strategically vital company in the AI infrastructure race, and three specific forces keep pulling this investor back to…