Alex Sirois
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Investing

IBM’s Post-Collapse Rebound: A Complex Risk Reward Profile Today at $233

Aug 7, 2026
Investing

The Core Bull Thesis Around Microsoft Remains Very Strong at $500

Aug 7, 2026
Investing

Apple’s Capex Strategy Worked But Other Pressures Are Mounting Now

Aug 7, 2026
Investing

How Tactical Buyers Should Play Costco Today

Aug 7, 2026
Investing

Coreweave at $92: The Compelling Bull Case On Offer Right Now

Aug 6, 2026
Investing

70% Gains From Here? Wall Street Pros Expect Exactly That From Meta in 12 Months

Aug 6, 2026
Investing

Tesla Continues to Crater in 2026: Why One of Wall Street’s Most Controversial Pros Expects 100% Gains

Aug 6, 2026
Investing

Marvell Technology Is Down 10% This Month but Rising Quickly: A Wall Street Pro Sees Near 100% Returns Ahead

Aug 6, 2026
Investing

Nvidia at $212: The No-Brainer Reason to Take Advantage of Nvidia Right Now

Aug 6, 2026
Investing

High Beta Runners Up: Why AMD and Marvell Technology Now Command Attention

Aug 6, 2026
Investing

CoreWeave is Off 20% Over 3 Months: A Prominent Tech Analyst Expects 65% Gains This Cycle

Aug 6, 2026
Investing

The Hyperscaler Guarantee Keeps Me Buying Nvidia Before Aug. 26 Earnings

Aug 6, 2026
Investing

Load Up On AMD Because Its High Beta Will Reward You Now

Aug 6, 2026
Investing

Marvell Is Positioned to Absorb a Disproportionate Amount of This AI Capex Surge, So I Keep Buying

Aug 6, 2026
Investing

One Massive AI Hardware Truth Keeps Me Loading Up On AMAT Ahead of Aug. 13 Earnings Print

Aug 6, 2026
Investing

AI Electricity Demand: GE Vernova and Eaton Will Capture This Next Wave of Capex

Aug 6, 2026
Investing

How Vertiv is Becoming a Pure Play Digital Version of Schneider Electric for an AI-First World

Aug 6, 2026
Investing

Who Will Benefit Most From Amazon and Microsoft’s Hyperscaler Leading AI Capex This Quarter?

Aug 6, 2026
Investing

Astera Labs and Amphenol: Quiet AI Capex Tax Collectors to Know Before Others Catch On

Aug 6, 2026
Investing

What Determines Applied Materials’ Resilience on Aug 13 Earnings

Aug 5, 2026