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Alex Sirois

1 Industrial Pioneer With a Plain-As-Day Moat to Buy and Never Sell

Linde (NASDAQ:LIN | LIN Price Prediction) is structured for multi-decade ownership, because the world’s largest industrial gas supplier sits inside the production lines of healthcare facilities, manufacturing plants, semiconductor foundries, and chemical refineries under…

Alex Sirois · 3 months ago

Costco vs. Target: One Retailer Is A Much Stronger Buy In 2026

Costco (NASDAQ:COST | COST Price Prediction) and Target (NYSE:TGT) both delivered post-earnings stories that capture the split running through American retail. Costco posted 11.6% revenue growth on the back of a membership cash engine.…

Alex Sirois · 3 months ago

Up Over 400%, I’m Standing Still on Applied Digital Stock

At $45.20, Applied Digital (NASDAQ:APLD) looks fully valued. With shares up 337.56% over the past year off a $9.02 52-week low, the question is whether anything is left to underwrite at this price. Applied…

Alex Sirois · 3 months ago

ASML vs. Applied Materials: Why One Is the Smarter Buy Right Now

ASML Holding (NASDAQ: ASML | ASML Price Prediction) and Applied Materials (NASDAQ: AMAT) both posted strong results into the AI capex wave. ASML’s Q1 FY2026 showed lithography dominance translating into pricing power, while Applied…

Alex Sirois · 3 months ago