Why I Can’t Stop Buying Amazon Stock
Every time Wall Street panics over Amazon's massive capital spending tab, one investor hits the buy button again. Here is the contrarian case that the loudest critics are confusing a bill for a bet…
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Alex Sirois
Keurig Dr Pepper Vs. Coca Cola: Buy Keurig Dr Pepper’s Upside Over Coca-Cola’s Expensive Low-Growth Premium
Both KDP and Coca-Cola just beat Q1 estimates, but one is breaking itself apart while the other defends a fortress, and the valuation gap between them tells a story that income investors may be…
Meta Vs. Nvidia: Meta Has Quietly Emerged as the Strongest Mega-Cap Alternative This Summer
Both Meta and NVIDIA delivered blowout quarters on the same AI wave, yet investors treated the two stocks very differently this summer. One company quietly flipped its biggest cost line into a potential revenue…
Buy, Sell or Hold: My View On Microsoft As AI Capex Costs Rise
Microsoft has fallen 20% this year while its AI business accelerates at a triple-digit clip and its commercial backlog swells past half a trillion dollars, which raises an uncomfortable question about whether the market…
Broadcom vs Nvidia: Yes, Broadcom Is Set to Outpace Nvidia Through the Rest of 2026
Broadcom and NVIDIA both crushed their latest earnings, but the gap between them is widening in ways the headline numbers hide. One company carries a timing advantage, a marquee customer anchor, and an AI…
Nvidia Vs. AMD: Perplexity Choosing Nvidia Over AMD Tells a Deeper Story About Chip Dominance
When Perplexity chose silicon for its AI coding stack, the decision exposed a fault line running beneath two blockbuster earnings reports and raised a question neither company wants asked out loud: is the CPU…
NVIDA Vs. Tesla: Tesla Jumps as It Finally Fulfills Decade-Old Promise So Buy Nvidia Instead
Tesla just made its decade-old robotaxi promise real on the streets of Dallas and Houston, while Nvidia quietly posted numbers that rewrote what an AI business looks like. The question is which story you…
Wendy’s Vs. McDonald’s: Buy Wendy’s to Ride the ‘Project Fresh’ Short-Squeeze Momentum and Avoid McDonald’s
Wendy's just posted a quarter where beating Wall Street estimates still meant losing customers fast, and yet the stock is surging while McDonald's quietly bleeds year to date. The reason why changes how you…
Why I Can’t Stop Buying This “Boring” Chipmaker With Game Changing Upside
Every quarter, one chipmaker hands its shareholders a stronger reason to own it than the previous quarter, and most investors are still scanning the wrong names for AI exposure.
Abbott Labs Vs. Danaher: Abbott’s Everyday Products Beat Danaher’s Slumping Biotech Equipment
Abbott and Danaher both reported Q1 2026 results, but the businesses underneath those numbers point in opposite directions, and choosing the wrong one right now costs more than just a few percentage points of…
COIN Vs. MSTR: Coinbase Has the Structurally Superior Approach to Bitcoin Over MicroStrategy
Coinbase and MicroStrategy both reported ugly Q1 numbers amid a brutal bitcoin drawdown, but the reasons behind each loss reveal a fundamental split in how these companies are built to survive a crypto winter.
Meta Vs. Coreweave: How Meta is Looking to Bury Coreweave With ‘Meta Compute’ Sovereign Scale
Meta just signed a $21 billion deal with CoreWeave while quietly building the infrastructure to make that deal unnecessary. Here is what happens to CoreWeave shareholders if Zuckerberg stops renting and starts competing.
Buy, Hold, or Sell: Why Everyone Is Wrong About Amazon’s Secret Bet
Amazon is sitting on a backlog that dwarfs what most investors are watching, yet insiders are selling and free cash flow has nearly vanished. Before you decide what to do with AMZN, you need…
Why I Can’t Stop Buying Microsoft Even As Fears Of An AI Bubble Resurface
Microsoft shares keep sliding while the business behind them keeps growing, and that gap between price and reality is exactly where conviction gets built or destroyed.
SanDisk Vs. Micron: Why One of These Memory Stocks is Much More Dangerous Than the Other
Both SanDisk and Micron just posted blockbuster AI-driven quarters, but one of these memory stocks carries a structural flaw that a brutal selloff just exposed in dramatic fashion.
Micron Vs. Intel: Which Volatile Memory Giant Should Investors Buy Now?
Micron Technology (NASDAQ: MU | MU Price Prediction) and Intel (NASDAQ: INTC) both delivered earnings that reframed how investors think about AI silicon. Micron posted record fiscal Q3 results powered by memory pricing. Intel…
Allstate Vs. Progressive: Buy Allstate’s Deep-Value Multiple Not Progressive’s Premium Run
Allstate (NYSE:ALL | ALL Price Prediction) and Progressive (NYSE:PGR) just delivered Q1 2026 reports that inverted the recent pattern. Allstate’s underwriting engine rebounded sharply after last year’s California wildfire hit, while Progressive kept growing…
Zillow Vs. Opendoor: Zillow’s Risk-Free Ad Tollbooth Over Opendoor’s Asset-Heavy House-Flipping Machine
Zillow (NASDAQ: ZG | ZG Price Prediction) posted $46 million in net income last quarter while Opendoor Technologies (NASDAQ: OPEN) lost $173 million. Zillow runs a digital tollbooth on home search traffic. Opendoor buys…
SPCX Vs. GE: Do Investors Buy Uncapped Potential or Flawless Turnaround Execution?
SpaceX (NASDAQ: SPCX | SPCX Price Prediction) and GE Aerospace (NYSE: GE) sit at opposite ends of the investor spectrum. One just completed a historic June IPO with volatile sentiment and no earnings history.…
Netflix Vs. Comcast: Buy Netflix For This Reason
Netflix (NASDAQ:NFLX | NFLX Price Prediction) and Comcast (NASDAQ:CMCSA) both reported first quarter results this spring with sharply divergent profiles. Netflix is a pure streaming machine collecting a $2.80 billion Warner Bros. breakup check.…