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.
All Work
Alex Sirois
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…
Amazon Desires to Spend More Than $220 Billion in AI Capex This Year. That’s Why I’m Buying
Amazon just handed investors a Q2 earnings report that raised a question most analysts are tiptoeing around: when a company at nearly $3 trillion in market cap accelerates its biggest business to an 18-quarter…
Abbott Laboratories Lost 16% This Year: One Analyst Sees 35% Gains for the Healthcare Giant
Abbott Laboratories has shed billions in market value this year while the broader market climbed, yet one analyst on Wall Street sees a dramatically different story unfolding beneath the surface of the company's bruised…
Nvidia at $190: A Clear Evolution and a Reasonable Entry Point Create a Bullish Opportunity
Nvidia has pulled 20% off its highs while its revenue growth actually accelerated, which raises an uncomfortable question for investors sitting on the sidelines: is the risk really in buying here, or in waiting?
What The Bipolar Silicon Market Structure Means Moving Forward: Nividia Vs. Broadcom
NVIDIA and Broadcom just reported back-to-back blowout quarters selling to the same hyperscale customers with opposite strategies, and the gap between their stock reactions tells you something important about where AI infrastructure spending goes…
The Real AI Cost Question That Defines The Next Quarter of Alphabet Vs. Microsoft
Alphabet and Microsoft both crushed Q2 earnings and doubled their infrastructure bets, yet the market punished one and rewarded the other. The answer comes down to a single question neither company has fully answered…
Apple’s Safe Haven Illusion Faces an Impending Hangover
Apple just posted a quarter that looked flawless until you find the hidden ingredient propping up its margins, and now the stock trades above what 47 analysts think it is worth.
How Alphabet and Amazon Each Built The ‘Best’ Nvidia Chip Alternatives
Google and Amazon both claim their custom chips can replace Nvidia, but they built completely opposite silicon strategies to get there. Which approach actually holds up when the free cash flow bills come due?
Two No-Brainer Reasons to Buy Microsoft After 15% Post Earnings Pop
Microsoft's shares just surged 15% on earnings, yet the stock still lags where it started the year. Before you dismiss the move as too late, there are two fundamental signals buried in the results…
AMD is Down 10% Over a Month: Did Microsoft’s Catalyst Just Spark the 155% Upside Expected By Wall Street Pro?
Baird just set the highest AMD price target on Wall Street after a brutal July selloff, and a surprise Microsoft announcement may have handed AMD the exact catalyst needed to justify it.
Buy Meta’s 8% Earnings Drop Because This ‘Miss’ Was Not a Miss at All
Meta sold off hard after a Q2 print that spooked investors, but a closer look at what actually drove the earnings gap raises a question the market may have answered too quickly.
3 Wall Street Analysts Have Oracle Going to $400: An Alphabet Partnership Just Jump Started That 200% Upside
Oracle has cratered nearly 50% while its cloud rivals held steady, yet three Wall Street desks are calling for a price that would more than triple your money from here, and a blockbuster new…
Microsoft is Still Down 7% This Year: It Could Soar 93% From Today
Microsoft just posted its biggest single-day market cap gain on record, yet the stock remains in the red for the year while analyst price targets range from modest recovery to nearly double from here.…
Discipline and Demand Are Why I’ll Keep Buying Microsoft After Its Blowout Quarter
Microsoft just handed investors a capex surprise that sent the stock soaring 15% in a single session, and one analyst keeps adding to the position despite a free cash flow figure that would make…
What Meta Now Has to Prove Following Its Earnings Release
Meta just snapped a six-quarter earnings beat streak while pouring capital into AI at a pace that crushed free cash flow, and whether the ad engine can carry that weight determines everything about where…
Microsoft Just Did the Unexpected So I’m Loading Up
Microsoft just handed me another discount after a blowout quarter, and the one number buried in its filings tells me the market is pricing this wrong. Here is why I kept buying.
Marvell Down Huge This Month: The Pros See 120% Returns in 12 Months
Marvell collapsed 32% in a single month while 44 analysts refused to cut their targets, leaving a widening gap between where the stock trades and where the Street thinks it belongs.
Nvidia’s AMD Paradox is Exactly Why I Keep Buying
Every time AMD gains ground on NVIDIA, one investor adds more NVDA shares instead of selling them. The reasoning behind that counterintuitive move reveals something most AMD bulls have completely missed about how this…
The Nvidia Vs. AMD Narrative Evolved Again: How to Understand it Today
NVIDIA and AMD both beat earnings and both leaned hard into AI infrastructure, but the story of who actually wins from the hyperscaler buildout is more complicated than the headlines suggest.