Tesla Wants to Be Seen as an AI Company
Tesla's management is pitching investors on an AI future while the income statement tells a very different story, and the gap between those two realities is getting harder to ignore.
All Work
Alex Sirois
Oracle Has Fallen Nearly 20% in 2026: One Wall Street Firm Says It’s Going to Double and Then Some
Oracle has shed nearly a fifth of its value while its cloud peers climbed, and one Wall Street firm just slapped a price target on it that implies the stock needs to do something…
Wall Street Is Misreading Alphabet’s Supposed Achilles Heel
Every quarter Wall Street warns that Alphabet's AI spending will finally crack the business, and every quarter the company hands back a receipt that says otherwise. Here is why one investor keeps adding shares…
Apple Is at $325. Is This Overbought or the Start of a Re-Rating?
Apple just delivered its best June quarter ever, and the stock is up nearly 40% in a year, yet analyst upgrades are drying up and cost headwinds are quietly building. The bull and bear…
Intuitive Surgical Vs. Stryker: Wall Street Loves Both But One Has a Quiet Advantage That Will Make Investors Money
Both Intuitive Surgical and Stryker just posted their fifth straight earnings beat, and Wall Street is cheering for both. But a structural difference buried inside their business models quietly separates a compounder from a…
Qualcomm Lost a Third of Its Value in 3 Months. One Wall Street Pro Sees 140% Upside From Here
Qualcomm has lost nearly a third of its value while its semiconductor peers surged, leaving one Wall Street analyst staking a reputation on a price target that towers over every other major forecast in…
Nvidia and Apple Are Both Winning in 2026 And Doing It Because Of This Contrarian AI Move
Nvidia and Apple took opposite approaches to AI spending in 2026, and both are beating the market anyway. The shared contrarian logic behind their gains challenges everything Wall Street assumed about who gets to…
Synopsys Fell 11% This Year. Wall Street Expects It to Gain 50% in the Next 12 Months
Synopsys powers nearly every advanced chip on the planet, yet its stock has cratered while the broader market surged, and Wall Street analysts are betting that gap closes in a hurry.
Vertiv vs Schneider Electric. Only One AI Cooling Stock Deserves Your Money
Vertiv and Schneider Electric both posted blockbuster AI-driven growth, but their earnings tell two very different stories about where the real money gets made in the data center cooling race.
Alphabet at $340: The Not-So-Secret Reason Everyone Should Buy at This Price
Alphabet just came off its longest monthly losing streak in over a decade, and a massive capital spending bet has free cash flow running negative. So why are analysts lining up to call this…
If You Recognize What This Number Means Then You Are Likely An NVIDIA Bull
One number buried in NVIDIA's latest earnings report tells you everything about whether this company has real pricing power or just a lucky streak, and most investors scroll right past it.
SpaceX Stock Is Still Below Its First Closing Price. One Analyst Sees 450% Upside From Here
SpaceX debuted as one of the most anticipated IPOs in history, yet the stock still sits below its first closing price while one analyst has staked out a target that towers above every other…
Marvell Technology and Taiwan Semiconductor are No-Brainer Picks: They Have What Wins in a Gold Rush
When a gold rush hits, the real fortunes go to whoever sells the picks and shovels. Two companies sit at the center of the AI buildout in ways that make the chip designer headlines…
Vertiv Stock Keeps Cooling Off. One Analyst Says a 100% Rally Is Coming
Vertiv has quietly shed nearly a third of its value from its peak even as earnings beats pile up and estimates keep climbing higher. One analyst has a target so far above current prices…
This Is The Biggest Reason I Keep Accumulating Amazon Stock After Jumping 10% This Year
AWS just posted its fastest growth in 18 quarters, yet the most compelling reason to keep buying Amazon stock has nothing to do with last quarter's numbers at all.
This One Metric Is Why I’m Going to Keep Buying Nvidia Hand-Over-Fist
One stubborn number buried in Nvidia's latest earnings report signals something that almost never survives at hardware scale, and it is the reason this investor keeps adding shares despite a valuation that looks stretched…
Marvell Technology Knows Synopsys Is a Huge Threat
Marvell and Synopsys both profit from the AI chip boom, but one company is quietly handing hyperscalers the tools to cut the other out entirely. The tension between them reveals something uncomfortable about where…
Something Is Happening With Alphabet Stock That Wall Street Isn’t Talking About
Every payday I hit buy on Alphabet, and the valuation signal I keep seeing in a business this size is the kind of setup that makes me wonder why the crowd is still looking…
Want to Know if AMD is Gaining on Nvidia? Look Here.
AMD just posted its best data center growth in years while Nvidia guided margins lower, and one number buried in both earnings calls reveals whether the AI chip race is actually tightening or if…
AMD is Quietly Eating Intel’s Lunch
AMD and Intel both posted blockbuster data center quarters, but one company is bleeding billions from its own factories while the other signs gigawatt GPU deals with Anthropic and Microsoft. The gap between their…