Alphabet dropped 7% after beating earnings estimates by nearly 200%, and that contradiction sent me straight to the buy button. Here is why a 16 P/E on the most aggressive AI infrastructure…
CleanSpark sits on a gigawatt-scale Texas power footprint that hyperscalers are racing to secure, yet its stock price tells a very different story. Five potential acquirers line up with very different odds,…
Microsoft shares sit nearly 25% below their 52-week high even as Azure accelerates and its AI business explodes, which raises a pointed question about whether Wall Street has mispriced one of the…
DGRW yields just 1.3% and counts NVIDIA as its top holding, which raises a fair question about whether this fund actually delivers reliable income or just rides mega-cap momentum with a monthly…
Every quarter, Wall Street fixates on whether hyperscalers will blink and cut their AI budgets, and every quarter the order books tell a completely different story. Here is the basic economic principle…
Nasdaq-100's biggest names pay next to nothing in dividends, yet one ETF built around them claims a near-10% monthly yield. The math behind that gap reveals a structure that most income investors…
Alphabet posted its strongest quarter ever, then watched the stock crater 7% as the market panicked over a balance sheet move that looks less like weakness and more like a calculated bet…
One S&P 500 fund charges five times less than its near-identical twin, yet most investors accidentally buy the expensive version every single time. Knowing the difference could be worth thousands of dollars…
Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.
UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one…
Citigroup just called the Magnificent Seven dead, and the charts of some members make it hard to argue. But one Wall Street analyst sees something hiding inside the carnage that most investors…
Tesla just delivered one of its ugliest earnings prints in years while Apple quietly shattered revenue records, and the gap between these two titans is widening fast enough to reshape how analysts…
Once ranked among America's corporate giants, IBM has missed nearly every major tech revolution of the past four decades. Now a stunning earnings report reveals just how far and how fast the…
Rockefeller's CIO sees a dangerous gap forming between what Big Tech is spending on AI infrastructure and what markets are willing to admit about the risks buried inside that spending. One earnings…
Microsoft is down big, capex is exploding, and critics are calling AI infrastructure the fastest-depreciating asset in tech history. So why does every dip feel like an invitation to buy more?
Alex Sirois 
