Here’s Why I Refuse To Stop Buying Alphabet After Its Earnings ‘Correction’
Alphabet just posted record earnings and the market punished it anyway. Here is the contrarian case for why that sell-off is the exact moment to load up on shares.
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Alex Sirois
Does Amazon or MercadoLibre Offer The Superior Growth Vs Profitability Story Into 2027?
Amazon prints cash at hyperscale while MercadoLibre burns it to conquer Latin America, and the gap between their 2026 strategies sets up a fascinating fork in the road heading into 2027.
Alphabet Did Exactly What I Hoped It Would And I’m Loading Up
For three years one question kept me from going all-in on Alphabet, and last week's earnings finally forced me to answer it. Now I'm loading up, and the reason has nothing to do with…
I’ll Keep Buying Microsoft Because of This Simple, Extremely Powerful Advantage
One advantage buried inside corporate laptops worldwide keeps pulling me back to the same stock, and it has nothing to do with the AI hype cycle everyone else is chasing.
Why I Keep Buying NVIDIA Confidently
Every dollar hyperscalers spend building AI factories has to pass through someone's hands first, and one fabless chipmaker keeps collecting a toll that grows faster than the spending itself. Here is why that calculus…
It’s Time to Sell Apple for These 3 Simple Reasons
Apple just posted its best March quarter ever and reclaimed the title of world's most valuable company, yet three cracks in the foundation suggest the 24% year-to-date run has borrowed heavily from future returns.
SpaceX Cratering Below IPO Price, But 1 Wall Street Pro Thinks It Could 8X From Here
SpaceX's post-IPO collapse left nearly every early buyer underwater, yet one Wall Street firm just slapped an $800 price target on a stock trading near $113. Here is what the bulls see that the…
Intuitive Surgical Fell 37% to $355 With This Wall Street Pro Is Calling for $685
Intuitive Surgical just posted its fifth consecutive earnings beat and management started buying back shares above current prices, yet the stock sits at a level that implies something far worse than a slowdown. One…
I’m Buying Broadcom This Week For One Powerful Reason
Every hyperscaler building AI infrastructure eventually needs a partner that can do something NVIDIA simply will not, and one company quietly collects every time that phone rings.
Tesla Continues Its 2026 Crash. This Prominent Analyst Believes It’ll Rise 85% in 12 Months.
Tesla has shed 15% in 2026 while the broader market climbs, yet one of Wall Street's most vocal analysts just doubled down on a target that implies the stock is nowhere near finished. The…
Alphabet Capex Concerns are Bogus But There’s an Internal Hedge Against Them Regardless
Wall Street is spooked by Alphabet's ballooning capex bill, but the earnings report buried a number that reframes the entire bear case and points to a second AI bet most investors overlook entirely.
The Market is Unlikely to Punish Microsoft’s Capex on July 29 For an Obvious Reason
Microsoft's massive AI spending spree has spooked investors all year, but one number buried in the earnings report changes the entire story of whether that capital is a gamble or a guaranteed return.
Speed Kills and What That Means for Microsoft and Meta on July 29
Meta and Microsoft both report on July 29, but their AI bets pay out on completely different timelines, and that gap could decide which stock gets punished and which gets rewarded before October.
AMD’s Microsoft Partnership Validates This Transition So I’m Loading Up
AMD has quietly transformed from a chip underdog into a rack-scale platform, and the hyperscalers placing the biggest bets in AI infrastructure are already voting with their wallets. Here is why one investor keeps…
Alphabet’s Enterprise Surprise is A Great Reason to Keep Buying
Google Cloud is growing faster each quarter instead of slowing down, and the valuation tells a completely different story than the headlines do. Here is why one analyst keeps adding shares before the window…
The Big AI Capex Question: Should Investors Buy Nvidia or Broadcom This Week?
NVIDIA and Broadcom both rode the same AI spending wave this quarter and landed in completely different places. Which company's model actually captures more of the buildout depends on what kind of investor you…
Coreweave is $71 After Falling 43% in a Year: One Analyst Thinks It Can Rocket to $250
CoreWeave built the fastest path to $5 billion in cloud revenue history, then watched its stock collapse 40% as its biggest customer announced a move that sent Wall Street scrambling to pick sides.
Wall Street Knows Amazon Can Hit $400 Next Year, That’s Why I Keep Loading Up
Amazon sits in a rare window where Wall Street sees a path to $400 and most investors are still arguing about the capex bill. Here is why that tension is exactly the buying opportunity…
Nvidia’s Margins are Safe This Decade So I Keep Loading Up as Fear Resonates
Every DeepSeek headline and server delay rumor triggers a fresh wave of fear around Nvidia, yet one stubborn number on the income statement keeps pulling a contrarian investor back to the buy button.
Meta Can Absorb Capex Trouble, That Is Why I Am Buying This Week
Meta's ballooning capex plans spooked the market twice already this year, yet one investor keeps hitting the buy button anyway. The reasoning behind that conviction challenges everything the bearish capex narrative assumes.