One strategist on CNBC compared today's market to a plane running on a single engine, and he named exactly which names would go down first if that engine cuts out. The consumer…
Three platform businesses dominate entirely different corners of the digital economy, yet each carries a specific risk that could unravel the entire thesis before 2030 arrives.
A top market strategist just called out the biggest risk hiding inside Anthropic's upcoming IPO, and it has nothing to do with the quality of the company or its technology.
AMD and Palantir both anchor the AI trade, but one stock sits in a constructive setup heading into 2027 while the other carries a valuation that has already priced in two years…
Palantir surged and PLTY holders collected a strong return, but a quiet structural trade-off inside the fund quietly kept some of that rally out of reach. Understanding exactly what you own changes…
Trump just signed a proclamation slapping steep tariffs on imported drones, and the winners inside the sector are not who most investors expected. Here is why the reaction splits so sharply across…
Wall Street's most bullish voice on C3.ai sees 50% upside while the average analyst calls for losses from here, and founder Thomas Siebel just put millions of his own dollars on the…
Michael Burry is doubling down on bets against Micron and the QQQ even as those positions bleed, convinced a larger market collapse is coming. With Wall Street overwhelmingly on the other side,…
Palantir just delivered the most explosive quarter in its history, yet its stock sits nearly flat for the year. Something has to give, and the gap between where shares trade today and…
Vandita Jadeja Michael Burry is still short, still warning of a shock on the scale of 1987, and doing so while the Dow sits near all-time highs and the VIX barely stirs. His reasoning…
Palantir has already handed investors an 800% gain over three years, and now a leveraged ETF promises to double every move the stock makes. But the mechanics of daily leverage introduce a…
Michael Burry bet against two of the hottest AI stocks on Wall Street, and this week their earnings reports delivered a direct challenge to the core of his short thesis.
Palantir just posted a quarter that left investors speechless, but trading at 150 times earnings with rivals racing to close the gap, the real question is whether its agentic moat is wide…
Joey Frenette Palantir just delivered a quarter that broke every model, and even skeptics are struggling to explain away what the numbers show. Here is why the stock may have further to run than…
Palantir just posted numbers that forced analysts to rethink what kind of company they are actually valuing, but the metric that defines the bull case also sets the exact threshold where the…
Alex Sirois 
