Oracle’s Rebound Is All But Assured So I Keep Buying
Oracle shares have shed a third of their value since last December, yet something in the company's latest earnings report has one investor hitting the buy button harder than ever before.
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Alex Sirois
Should Rocketlab or SpaceX Provide Better August Returns?
Rocket Lab just ripped 27% in a single week and has a packed August catalyst stack, while SpaceX trades on a scale narrative with almost no near-term triggers. These two space names are playing…
Super Micro Computer Continues Its 3-Month Fall: One Wall Street Bull’s Thesis Predicts 55% Upside From Here
SMCI has shed a third of its value over the past year while AI server peers rip to record highs, yet one Wall Street bull is doubling down with a target that implies massive…
eBay Slid This Past Month: Why a Leading Analyst Expects 32% Growth Ahead Anyway
eBay just delivered its strongest fundamentals in years, yet the stock slipped and Wall Street shrugged. One outlier analyst sees something the rest of the Street is missing, and the gap in price targets…
Broadcom Vs. Nvidia: The Real Challenger and Champion Story in Chips
NVIDIA keeps shattering revenue records while Broadcom quietly builds the custom silicon that hyperscalers hope will free them from Jensen Huang's grip. One of these strategies carries far more upside asymmetry heading into 2027,…
KLA Corporation Has Had a Rough Month: A Wall Street Pro Sees 70% Upside Because of It
KLA Corporation just delivered a clean earnings beat and bullish forward guidance, yet the stock plunged double digits anyway. One top Wall Street analyst sees that panic as the setup of the year in…
The Robotic Surgery Leader: Intuitive Surgical Slides Further But One Wall Street Bull Pegs Returns at 85%
Intuitive Surgical has shed a third of its value while its robotic surgery peers barely flinched, and Wall Street's most bullish analyst sees an outcome that would leave anyone who sold near the bottom…
Is Broadcom the Best Chip Stock to Own Now? Maybe
Broadcom sits at a tollbooth on the AI buildout, and one look at its order book raises a question worth asking: why are so many chip investors still looking elsewhere?
AMD Is Focused Correctly So I Continue Loading Up
Training a frontier AI model is a one-time event, but running it in production is a recurring bill that never stops, and one chipmaker is quietly positioning itself to own that side of the…
Alphabet and Tesla: A Single Divergence Tells Us So Much About Current Reality
Alphabet and Tesla both reported earnings the same day, both burned billions on AI, and both are chasing the same future. So why did the market punish one and reward the other?
How Will Intel Really Be Able to Beat TSMC in The Next Year?
TSMC and Intel both reported blowout quarters riding the same AI wave, yet one walks away with a 67% gross margin while the other bleeds billions from its foundry. Whether Intel can close that…
IBM’s Post-Collapse Rebound: A Complex Risk Reward Profile Today at $233
IBM has bounced sharply off its post-earnings collapse, but a securities fraud inquiry and crumbling mainframe sales are pulling against a software business growing at record pace. The question is whether that rebound is…
The Core Bull Thesis Around Microsoft Remains Very Strong at $500
Microsoft just reported a blockbuster quarter with Azure crossing milestones few saw coming, yet the stock sits flat on the year and prediction markets give it a coin-flip chance of holding $500 through the…
Apple’s Capex Strategy Worked But Other Pressures Are Mounting Now
Apple just posted one of its strongest quarters in years, yet the stock tanked within the hour. The headline numbers hide a set of pressures that will force a definitive verdict next quarter.
How Tactical Buyers Should Play Costco Today
Costco has compounded its membership base, its warehouses, and its earnings at an impressive clip, yet the stock has gone nowhere for a year while the broader market climbed 21%. The question worth sitting…
Coreweave at $92: The Compelling Bull Case On Offer Right Now
CoreWeave has shed nearly a third of its value since going public, yet its bookings just hit an all-time high. Something in that contradiction points to an opportunity worth understanding before the next earnings…
70% Gains From Here? Wall Street Pros Expect Exactly That From Meta in 12 Months
Meta's earnings just cratered free cash flow by over 90% and broke a six-quarter winning streak, yet nearly every analyst on Wall Street refuses to downgrade the stock. The reason why reveals something important…
Tesla Continues to Crater in 2026: Why One of Wall Street’s Most Controversial Pros Expects 100% Gains
Tesla has cratered 27% this year while the broader market surged, yet one of Wall Street's most polarizing analysts is doubling down on a call that implies the stock nearly doubles from here. Here…
Marvell Technology Is Down 10% This Month but Rising Quickly: A Wall Street Pro Sees Near 100% Returns Ahead
Marvell has handed investors a brutal month even as its AI silicon rivals rallied, yet one prominent Wall Street analyst just slapped a Street-high target on the stock that implies gains most investors would…
Nvidia at $212: The No-Brainer Reason to Take Advantage of Nvidia Right Now
Nvidia's earnings are compounding at triple-digit rates while its forward multiple sits in the low 20s, a mismatch that rarely lasts long. Here is what the numbers reveal about whether the current price represents…