How Serious Is Alphabet’s Threat to Nvidia?
Google builds its own AI chips, runs its own cloud, and controls its own models, yet still hands billions to NVIDIA every quarter. That uneasy relationship is starting to shift in ways that may…
All Work
Alex Sirois
SpaceX Just Upped The Ante On Rocket Lab
Starship reaching orbit scrambles the economics for every rocket startup, and Rocket Lab and Redwire are betting on opposite strategies to survive the fallout. Only one of those bets looks smart right now.
AppLovin Has Fallen Nearly 60% in 2026: 180% Returns Are In Store For Investors According to This Wall Street Pro
AppLovin's stock has cratered while its underlying business posts explosive revenue growth and billion-dollar profits, a contradiction that has Wall Street's sharpest minds drawing radically different conclusions about where this AI ad-tech giant goes…
How The Two BIggest Hyperscalers Stand to Benefit From Anthropic’s IPO
Amazon and Alphabet both booked staggering Anthropic gains last quarter, yet the two hyperscalers are playing completely different games with the AI company heading toward a public listing.
What $10k In Alphabet Today Becomes By 2030
Alphabet is pouring hundreds of billions into AI infrastructure while free cash flow turns negative and buybacks disappear, yet analysts still see 26% upside from here. Whether that bet pays off by 2030 depends…
Accenture Lost 15% Over a Year: One Analyst Says It Will Rise 30% on AI and Digital Transformation
Accenture shed nearly 60% from its peak on fears that AI would gut its consulting revenue, then surged in a single session after earnings. One analyst still sees 30% upside from here, but the…
Nvidia Knows It Could Trigger a Credit Risk Shock and Collapse Markets
Nvidia now guarantees financing for the AI customers buying its chips, and management openly admits some will call the arrangement circular. What happens to the stack when the weakest link cannot cover its interest…
The Only Way I Stop Adding Broadcom is an AI Collapse
Every time I run the numbers on Broadcom, something keeps pulling me back to add more shares, and one specific scenario is the only thing that could make me stop.
Two of Ecommerce’s Biggest Names Just Launched a Silent War
Amazon and Shopify both want to own the future of AI-powered shopping, but they are betting on opposite visions of how that future works. One is building walls around its customers while the other…
Play Sandisk Correctly As It Moves Sideways And Slightly Upward
Sandisk has surged over 600% this year on AI-driven storage demand and record margins, but the contracts protecting its downside may also be capping its ceiling. Whether this stock can push higher depends on…
Buy Any Marvell Technology Pullbacks When They Happen
Marvell just posted record revenue and raised guidance, yet its stock sits nearly 20% off its highs while AI sentiment drags it lower. Three upcoming catalysts could determine whether this gap closes or widens.
Nvidia’s Latest Move is a Green Light to Keep Loading Up
Nvidia just unlocked nearly $100 billion in buyback firepower while demand for its chips outstrips supply through 2028, and the valuation tells a story most investors are reading backwards.
Constellation Energy Has Crushed Investors in 2026: 75% Gains Are Coming According to One Pro Analyst on Wall Street
Constellation Energy runs the largest nuclear fleet in the country, guidance keeps climbing, and yet the stock sits near a 52-week low. One Wall Street analyst sees a very specific path back to all-time…
The Hyperscaler CPU Threat to AMD No One Is Talking About
AMD just posted its fifth straight record quarter for server CPUs, yet a quiet structural shift in the cloud threatens to cap how far that streak can run. The answer hinges on one upcoming…
IonQ Lost 30% Of Its Value Over 12 Months: Two Wall Street Ratings Agencies Say Share Prices Will More Than Double Over The Next 12 Months
Two Wall Street firms see IonQ shares more than doubling from here, yet the stock sits nearly 50% below its peak with losses widening and shareholders already diluted. Here is what separates the bull…
Vistra’s Price Dropped 30% in 1 Year: Why One Wall Street Analyst Predicts 115% Returns From Here
Vistra has shed nearly 30% while Wall Street analysts keep raising their price targets, creating a gap that one top analyst thinks is worth 115% upside. The catch sits inside two words that management…
Just How Exposed is Nebius at $235?
Nebius has surged 181% this year on a tidal wave of AI demand, a blockbuster Meta deal, and a $37 billion backlog, but a closer look at its financing structure reveals how much has…
I’m Dollar Cost Averaging AMD at Today’s Price Without Fear
AMD sits near a trillion-dollar market cap with a valuation that would make most investors flinch, yet one investor keeps hitting the buy button every single month without checking the price first. Here is…
Lyft Dropped 30% in One Year: One Pro Analyst Says It’s Going to Double in the Next 12 Months
Lyft's stock keeps falling even as its bookings and cash flow grow stronger, and one analyst sees a full double from here while 29 others are still waiting for proof. The gap between those…
Here’s What The Apple Patent Renewal Really Does for Qualcomm and Why I’m Buying
Apple just renewed a deal with a company whose chips it stopped buying, and that contradiction tells you everything about where Qualcomm's real power sits and why one investor keeps pressing the buy button.