Why I Am Aggressively Loading the Truck on Nvidia on Repeat
I keep hitting the buy button on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and the pullback to $200.09 has only made me more aggressive. This is the position I add to every time the…
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Alex Sirois
Why I Can’t Stop Buying Meta as Mark Zuckerberg Prepares to Hijack Polymarket and Kalshi
I keep buying Meta. Every paycheck, every dip, every time the crowd convinces itself the AI buildout has gone too far, I add more to Meta Platforms (NASDAQ:META | META Price Prediction), and I…
Forget SpaceX: This High-Margin Space Data King Is Cheaper
SpaceX is dominating financial headlines with a record-breaking IPO, a rumored $2 trillion valuation, and a Starlink/Starship hype loop that has retirement-focused investors scrambling for pre-IPO access. The more compelling opportunity sits in plain…
Wall Street Keeps Hiking Its Price Targets on This AI Powerhouse
I keep hitting the buy button on Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) because every quarter Lisa Su gives me a fresh reason to do it again. This is a position I…
NextEra’s $67 Billion Megamerger Proves Dominion Was the Real AI Infrastructure Prize All Along
NextEra Energy (NYSE: NEE | NEE Price Prediction) and Dominion Energy (NYSE: D) reported Q1 2026 results, then confirmed a $66.8 billion all-stock deal making NextEra the buyer of Dominion’s Virginia franchise. The earnings…
1 Masterclass in Pricing Power Makes Altria an Absolute Sanctuary for Retirees
Altria has become a magnet for income-focused capital this year, with the stock climbing 32.55% year-to-date as retirees hunt for inflation hedges while the Fed has cut its target rate to 3.75%. Altria (NYSE:MO…
Super Micro Computer Is a Massive Catalyst for Meta Platforms
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is back in every AI headline this week after rocketing 14.94% in five sessions and 15.66% in a single day, dragging momentum traders back into the…
Alphabet Vs. Amazon: Alphabet’s High-Margin Ad Machine Fuels AI, Amazon’s Costly Retail Logistics Don’t
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ:AMZN) both dropped Q1 2026 results in late April. Google leaned on a high-margin ad engine and a suddenly explosive Cloud unit. Amazon leaned on faster…
Main Street Is Obsessively Watching Nvidia’s Tape as Institutions Quietly Trigger a Nasty 13% Semiconductor Rotation. Why I Am Still Buying
I bought NVIDIA again last Friday, and I plan to buy it again this week if the selloff holds. That makes five additions in eight weeks for me, and the case for the next…
CoreWeave Vs. Nebius: CoreWeave’s US Footprint Beats Nebius’s Premium European Expansion
CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS | NBIS Price Prediction) both reported first quarter results that reshape how investors should think about AI cloud infrastructure. CoreWeave leaned into raw US scale, banking…
Forget Tesla: Why Smart Money Is Ditching Tesla To Buy Apple Stock
Tesla is once again the ticker every headline is chasing, riding a 10.22% one-week rip on robotaxi buzz and Optimus promises. But here’s what you should actually be watching. The Tesla (NASDAQ:TSLA | TSLA…
Broadcom Vs. Marvell: Why Broadcom’s Custom Silicon Dominance Crushes Marvell’s Premium-Priced AI Growth
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) and Marvell Technology (NASDAQ:MRVL) both posted earnings centered on custom AI silicon. Broadcom reported Q2 FY2026 revenue of $22.187 billion, up 47.9% year over year, on June 3,…
Stryker Vs. Intuitive Surgical: Stryker’s Joint-Replacement Moat Over Intuitive’s Premium Valuation
Stryker (NYSE:SYK | SYK Price Prediction) and Intuitive Surgical (NASDAQ:ISRG) both closed the books on Q1 2026 with sharply different results. Stryker absorbed a March 11 cyberattack and heavy restructuring charges while defending its…
Why Carnival’s Record Run Hasn’t Closed Its Gap with Royal Caribbean
Carnival (NYSE: CCL | CCL Price Prediction) and Royal Caribbean (NYSE: RCL) just closed earnings cycles that explain why the cruise trade has fractured. Carnival delivered its sixth straight EPS beat on June 23,…
Wall Street’s Blue-Chip Index Just Cast Out Verizon for a Higher-Risk AI Growth Machine
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Verizon (NYSE:VZ) just delivered Q1 2026 results that reveal why S&P Dow Jones Indices swapped the telecom giant out of the Dow for the search and cloud…
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…
3 Dirt-Cheap Stocks Under $45 Built to Outperform in a Volatile Market
Volatility can lower the cost of entry into businesses that throw off real cash, even as investors recognize that a low share price alone is no guarantee of a bargain. Heading into the back…
Traders Bet Big on Lisa Su: Why This Chip Titan Is Primed to Siphon Nvidia’s Data Center Dominance
I keep hitting the buy button on AMD because Lisa Su has stopped chasing NVIDIA and started co-designing the next phase of AI infrastructure alongside it. Every few months I tell myself the position…
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.…
Forget SanDisk: This Coiled-Spring Semiconductor Titan Is Primed to Outperform
SanDisk (NASDAQ:SNDK | SNDK Price Prediction) is the ticker every screen is flashing right now, with the stock up 4,841.8% over the past year on a post-spinoff NAND euphoria trade that has Reddit calling…