What to Understand Before Buying Nebius
Nebius has surged over 200% in a year on the back of marquee deals and a $37.5 billion backlog, yet three customers still drive nearly 60% of revenue and a $20 billion capex bill…
All Work
Alex Sirois
Apple and Meta Struggled in August But Which Looks Stronger in September?
Apple and Meta both stumbled through August, but their earnings reports reveal two very different companies heading into a September packed with product launches, legal settlements, and AI spending decisions that could swing either…
Micron Is No Longer What It Was So I Keep Loading Up
The memory cycle that crushed Micron shareholders for three decades may have just broken permanently, and the market still seems to be pricing the stock like nothing changed.
I Keep Buying Marvell Technology Because Its Type Historically Wins
Every time the hyperscalers write a check to build out AI, one mid-cap chip company's name keeps appearing on the invoice, and the pattern behind that is exactly why this stock stays in the…
Microsoft and Tesla Enter September With Momentum but Which Is Better?
Azure is printing cash while Tesla burns it chasing a future that has yet to show up in margins. Before you buy the August momentum in either name, the numbers reveal a stark split…
Broadcom Has Floundered For Several Months: A Respected Wall Street Team Expects 80% Returns Ahead
Broadcom sits 25% below its peak while 44 Wall Street analysts line up behind a price target that towers above the current price, and one respected firm sees something in the backlog numbers that…
Rocket Lab Keeps Faltering So Why Does One Big Bank Currently Expect 100% Upside?
Rocket Lab's stock has shed more than half its value from its peak while analysts pile on buy ratings and one major bank sees the price doubling. Something has to give, and the answer…
Custom Silicon Kings: When to Choose Broadcom and When to Choose Marvell Technology
Broadcom and Marvell both design custom chips for the same hyperscaler clients, both raised their outlooks, and both trade on the AI ASIC boom. So why do their risk profiles, valuations, and investor theses…
Palantir Vs. Intel: Choose One for The Rest of 2026
Palantir posted record software growth while Intel staged its biggest revenue comeback in fifteen years, and choosing between them for the second half of 2026 comes down to a single uncomfortable question about valuation…
Palantir Vs. Intel: Choose One for The Rest of 2026
Palantir runs elite software margins while Intel bleeds billions building fabs, yet one of them looks like the smarter trade for the next four months and the answer is not the obvious one.
Marvell and Google: Misplaced Fear Should Drive Your Purchase Decision
Marvell shares dropped 10% after announcing what may be its most valuable customer agreement ever, and the gap between what traders feared and what the contract actually says is where the opportunity lives.
Amazon’s Appeal Is More About This Than The AI Capex Fear Discount
Wall Street keeps punishing Amazon every time AI capex headlines hit, and one investor keeps buying the dip. The reason has nothing to do with quarterly earnings and everything to do with a number…
Apple at $320: Here’s Who Should Hold Their Shares
Apple has run nearly 38% in a year, printed a ninth straight earnings beat, and authorized a massive buyback, yet something in the numbers is making analysts pause before calling it a buy.
Understand The Current Buy Rationale for Salesforce
Salesforce just posted a quarter that silenced its loudest critics, but the investment case for buying at current prices is more complicated than the 22% weekly rally suggests.
Salesforce at $256: Should You Buy It?
Salesforce just ripped 36% in a month on its boldest AI bet yet, but the stock now sits exactly where analysts think it belongs, leaving buyers with no margin for error and one soft…
This Thesis for Marvell Technology Keeps Me Accumulating Amid Tailwinds
A post-earnings drop handed one investor a reason to buy more Marvell Technology, not sell it, and a Google warrant that binds a hyperscaler to shareholder returns is only part of why he keeps…
Why Investors Should Buy IREN Limited Over Nebius
Two AI infrastructure companies just reported earnings that look nothing alike, and the worse-looking quarter might belong to the better buy.
ServiceNow Vs. Salesforce: Who’s Better Positioned to Capitalize on AI?
ServiceNow and Salesforce both posted AI-fueled earnings and both claim the future of enterprise automation, but they are attacking the problem from opposite ends of the stack, and only one positioning survives when agentic…
Will Amazon or Alphabet Better Digest AI Capex This Quarter?
Amazon and Alphabet both broke cloud growth records in Q2 while burning through historic levels of capital, but their funding strategies and margin runways point in starkly different directions for investors deciding which AI…
IREN Limited Keeps Falling: A Respected Ratings Agency Sees 185% Growth Anyway
A respected analyst just slapped a Street-high price target on a stock that cratered after reporting a $684 million loss, and the reasoning has Wall Street genuinely divided on whether this is the buying…