For three years one question kept me from going all-in on Alphabet, and last week's earnings finally forced me to answer it. Now I'm loading up, and the reason has nothing to…
Alex Sirois Amazon reports Q2 earnings on July 30, and the setup looks unlike anything the stock has offered in years. Four compounding business segments, a cloud franchise hitting multi-year highs, and a $200…
One advantage buried inside corporate laptops worldwide keeps pulling me back to the same stock, and it has nothing to do with the AI hype cycle everyone else is chasing.
Apple just reclaimed the title of world's most valuable company, and with earnings on July 30, investors face a critical question about whether the momentum behind its record Services growth and fresh…
Wall Street is spooked by Alphabet's ballooning capex bill, but the earnings report buried a number that reframes the entire bear case and points to a second AI bet most investors overlook…
Microsoft's massive AI spending spree has spooked investors all year, but one number buried in the earnings report changes the entire story of whether that capital is a gamble or a guaranteed…
Wall Street just raised price targets above $30 on two bitcoin-miner-turned-AI-infrastructure names, yet both stocks are sliding hard on Monday. The question is whether this selloff marks a buying opportunity or a…
A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad selloff across AI hardware names, and the concern investors cannot shake goes…
Meta's ballooning capex plans spooked the market twice already this year, yet one investor keeps hitting the buy button anyway. The reasoning behind that conviction challenges everything the bearish capex narrative assumes.
Alex Sirois Alphabet and Tesla both missed expectations on the same day and both got sold off, but the fundamentals behind those two drops could not be more different. One company is bleeding. The…
The AI selloff that crushed Meta shares this week sent one investor straight to the buy button, and the reasoning behind that move cuts against everything the market currently believes about Big…
Alex Sirois Microsoft shares are sitting 20% below their peak while the underlying business keeps compounding, and that gap is exactly why one investor sees a window closing fast before the July 29 earnings…
Every time Wall Street panics over Amazon's capital spending, patient investors have walked away rich. The $200 billion capex announcement just triggered another selloff, and the history behind that pattern is worth…
Oil's sharp drop gave bulls a reason to step back in Monday morning, but the rally hit a wall the moment a state-backed Chinese firm entered the chip equipment race, rattling Nvidia,…
Tech skeptics say the AI rally is running on fumes, but one Wall Street analyst sees a demand imbalance so extreme it suggests the buildout has barely started. Here is what the…
AJ Tiarsmith 
