I Won’t Stop Buying Broadcom Until It Reaches This Point
Every time Broadcom sells off, one investor keeps adding shares without hesitation, and his reasoning goes beyond the AI chip hype to a specific price point where the math stops making sense.
All Work
Alex Sirois
The Iran War Isn’t Stopping and What That Means for Chevron and Exxon Mobil
With the Strait of Hormuz effectively shut and Brent spiking, Exxon and Chevron just reported quarters that reveal two very different bets on how this conflict ends and which major is positioned to win…
I Haven’t Stopped Buying Salesforce For This Reason
While the market treats Salesforce like a sinking ship, one investor keeps loading up on shares and points to a set of receipts that tells a completely different story.
The Balance Sheet Boondoggle at Alphabet is Exactly Why I’m Buying Over and Over
Alphabet posted its strongest quarter ever, then watched the stock crater 7% as the market panicked over a balance sheet move that looks less like weakness and more like a calculated bet on where…
IREN Vs Nebius: Which Neocloud Should You Buy and Why?
Two neoclouds are racing for the same gigawatts and hyperscaler contracts, but one bets on owned dirt while the other bets on a full software stack. Only one of those bets looks defensible heading…
Buy Tesla After 15% Correction? Only If You Like Burning Your Money
Tesla just shed 18% in a week after a earnings report that broke nearly every metric bulls were counting on, and now the question is whether the dip is a rare opportunity or a…
I’m Buying ‘Fully Priced’ AMD Because The Math Says I Should
A trailing P/E of 207 should send any rational investor running, yet the hyperscaler spending commitments piling up behind AMD tell a completely different story about who actually controls the AI infrastructure arms race.
A Mag 7 Peer Just Directed The Market to Load Up on Amazon Before July 30
When a fellow Mag 7 giant drops a stunning cloud earnings report, it quietly flashes a buy signal for a completely different stock. Here is why one investor's finger stays glued to the buy…
Here Is Why You Should Buy Netflix And Roku
Netflix and Roku just reported earnings that could not look more different, and understanding that gap reveals a split-ticket streaming trade worth considering before Roku's next report drops on July 30.
Cash Squeeze at Tesla and Alphabet: Same Issue But Not The Same at All
Tesla and Alphabet both burned cash in Q2, but one company is spending from strength while the other is spending while its margins collapse. Which is which depends entirely on what you think happens…
I Can’t Stop Buying Microsoft Because It’s Turning This AI Bottleneck Into a Moat
Microsoft is down big, capex is exploding, and critics are calling AI infrastructure the fastest-depreciating asset in tech history. So why does every dip feel like an invitation to buy more?
The Nvidia Vs. AMD Narrative Was Never True, It’s Not a Zero Sum Game
OpenAI and Meta just signed major deals with both NVIDIA and AMD in the same quarter, which forces a hard question about whether the fierce rivalry investors keep betting on actually exists.
MercadoLibre is Down 10% This Year But Its Relentless Growth Has One Analyst Predicting 55% Gains
MercadoLibre just delivered its worst margin quarter in years, sending shares tumbling, yet one analyst stands alone on Wall Street with a target that towers above the crowd. Here is what the numbers actually…
Warren Buffett’s Primary Reason for Buying Alphabet is Mine and Should Be Yours
Warren Buffett and I ended up at the same stock through the same logic, but the reason most investors overlook Alphabet has nothing to do with AI hype and everything to do with a…
I Won’t Stop Buying Meta Even With The High Capex Spend
Meta keeps raising its capital spending to eye-watering levels, and the bear case says margins should be collapsing by now. Here is why the opposite keeps happening and why that changes the math on…
Microsoft at $390: Irrational AI Capex Fear Is Your Opportunity
Microsoft has dropped 22% over the past year while posting four straight earnings beats, and the reason Wall Street keeps selling may be exactly why contrarians should be paying attention.
Relationships Matter: Microsoft Has 3 That Keep Me Loading Up
Microsoft sits 20% below its peak, and one analyst keeps loading up, convinced three specific relationships make it untouchable by any other mega-cap tech name. The question is whether the market is missing something…
Will Amazon or Microsoft Solve the AI Energy Bottleneck?
Amazon and Microsoft are each spending close to $200 billion to solve the same AI electricity crisis, yet their strategies look nothing alike. Which playbook survives contact with power grid reality?
Which Stock Provides Higher Returns By Summer’s End, Intel or Micron?
Micron and Intel both crushed earnings, but one stock already tripled while the other gave back gains heading into summer. Before you buy either semiconductor name, the risk-reward gap between them tells a very…
The Masses Will Ignore Amazon But I Am Me Buying More Now
Wall Street sees Amazon's ballooning capital expenditures as a warning sign, but one investor reads the same number as something else entirely and keeps pressing the buy button anyway.