Alphabet Looks Better By The Day for This One AI Strategy
One investing strategy separates Alphabet from every other AI giant, and it shows up most clearly when you stack the balance sheets side by side against Microsoft and Amazon.
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Alex Sirois
Alphabet’s Cloud Surge and AI Dominance Overshadow Capex Fears and Keep Me Buying
Wall Street keeps punishing Alphabet for its spending, but the cloud and AI numbers tell a completely different story about where this company is heading.
Sandisk Just Dipped Below $1400 Which Means a Lot to Certain Investors
Sandisk's stock just crossed a threshold that historically resets how growth investors calculate entry points, and the math looks very different now than it did six months ago.
Apple and Alphabet Are Especially Scared of a Blue Wave
Apple and Alphabet just posted record quarters, but a single election outcome could gut the profit streams funding their biggest bets. Here is why the political calendar may matter more than the earnings beat.
The Next $5 Trillion Dollar Company: Alphabet or Microsoft?
Alphabet is growing its cloud faster, but Microsoft is funding its AI buildout from its own cash while Alphabet sells stock to keep pace. The race to $5 trillion turns on which strategy survives…
The AI Supercycle Isn’t Slowing Down, and Nvidia’s Compute Moat Just Got Deeper.
Nvidia shares dropped nearly 6% this week on AI funding fears, yet the company's own financing web stretches to hundreds of billions in commitments that even its CEO calls circular. Here is why that…
Rocket Lab Has Imploded For 3 Months: 145% Gains Are Coming According to This Pro Analyst
Rocket Lab has shed nearly a fifth of its value in one week while sitting on a record backlog and a wall of analyst buy ratings. Something in that contradiction deserves a closer look.
Amazon Ads: The E-Commerce Search Monolith vs. Walmart Connect: The In-Store Data Goldmine
Amazon and Walmart both run booming ad businesses, but they are selling completely different things to advertisers and the gap between them is widening fast. Which model survives the next wave of retail competition?
Taiwan Semiconductor is Right Back to Where It Was a Month Ago: Pull The Trigger?
TSMC just delivered its sixth consecutive record profit quarter and raised its full-year growth outlook, yet the stock quietly slid back to where it traded a month ago. Something in the details is giving…
Intel Cratered Over The Last 90 Days: This Prominent Analyst Says It’s Going to Double
Intel just lost a third of its value while rivals AMD and NVIDIA kept climbing, yet one prominent analyst sees a path that leaves the consensus in the dust. The bull case rests on…
Netflix Floundered by 20% This Year: One Analyst Says Its Streaming Monopoly WIll Net 88% Gains Within a Year
Netflix keeps posting double-digit revenue growth while its stock craters toward a 52-week low, and the gap between Wall Street's most bearish and most bullish analysts has rarely been this wide. Something has to…
AMD’s Price Action Around $600 is Telling Investors Something Specific
AMD cleared $600 twice and failed twice, and that pattern is telling investors something the revenue growth numbers alone cannot explain. Two quarters of upcoming shipment data will determine whether the 2027 bull case…
Why AMD’s CUDA-Challenging AI Playbook Makes It the Ultimate Asymmetric Buy.
AMD just absorbed a brutal sell-off and an $800 million export hit, yet its biggest customers keep signing billion-dollar commitments. Here is why the pain might be the point.
Simply Put, Palantir Remains a Valuation Trap
Palantir's revenue is exploding and its AI pitch has Wall Street buzzing, yet the analysts who cover it most closely see almost no room left to run. Here is what happens when a great…
I’m Simply Not Worried About Broadcom’s Multi-Segment Drag
Broadcom just delivered its best quarter ever, yet the stock sits nearly flat on the year as critics hammer its slower segments. Here is why one investor sees the same drag as his reason…
Nvidia and Broadcom Narratives Define the AI Chip Landscape
NVIDIA doubled its revenue while Broadcom grew AI chip sales 221%, yet the two companies are betting on completely opposite visions of who actually controls the future of AI computing.
Tesla’s Volatility Is Tempting Investors Again at $375
Tesla just posted record deliveries and sits on a $43 billion cash pile, yet margins are crumbling and free cash flow turned negative. Whether the bull case survives the next few quarters comes down…
SoFi Technologies Imploded in 2026: A Wall Street Pro Predicts It Will Double in 2027
SoFi just posted record loan originations, deposits, and member growth, yet the stock cratered nearly 46% this year while the broader market surged. One Wall Street analyst sees a setup that could double the…
From Search Destruction to Efficiency, I Have Faith in Alphabet’s Abilities
Wall Street once bet that AI chatbots would destroy Google Search, and investors who bought through that fear were rewarded. Now Alphabet faces a far bigger test, one measured in hundreds of billions of…
Coherent Has Massively Diappointed Investors for 6 Months: A Respected Analyst Predicts It Will Double Moving Forward
Coherent keeps beating earnings estimates while its stock slides further from a 52-week high, and now Wall Street's most bullish analyst has a target that implies shares could nearly double from here.