Lo and behold, another second-quarter stock market comeback. After a shaky start to 2026, I pointed out that stocks have a habit of stumbling early then finding… Read More »AI Stocks Fueled The Market’s Q2 Comeback. Now Investors Face A Reality Check
There is a common pattern in new technology cycles… The innovation itself appears. Then, a bottleneck emerges. Next, capital floods in to solve the problem. Finally, the regime changes. … Read More »One Mag 7 Killer Hiding In Plain Sight
Artificial intelligence data centers consume as much electricity as mid-sized cities. This means investors need to buy stocks that are poised to power the AI… Read More »2 Cheap Home-Run Nuclear Stocks To Buy Now For 90% Upside And AI Growth
Apogee Therapeutics went to bed Friday at about $90 a share. It woke up Monday worth $132 and change. By Tuesday, most analysts had stopped… Read More »AbbVie Just Paid $10.9 Billion For This Tiny Biotech. Here’s Why.
June is a natural moment for mid-year reflection. Short-term traders are squaring quarterly books, but long-term investors should be doing something different: Stepping back to… Read More »3 Stocks That Have Made Long-Term Investors Rich (And Could Do It Again)
The coming months are likely to feature a series of big-ticket IPOs for Wall Street. SpaceX’s record-breaking $75 billion IPO generated an estimated $500 million in… Read More »IPO Windfall For Wall Street: Bet On Bank Stocks & ETFs
We value SpaceX at $63 per share, a 53% discount to the upcoming IPO’s offering price. Our valuation is the result of mathematics more than… Read More »Why We Think The SpaceX IPO Is Overvalued
Oura is going public at the perfect cultural moment. And that is exactly what makes the IPO dangerous. But buying the hottest private company after… Read More »Skip The Oura Ring IPO. Buy These 10 Stocks Instead
The Magnificent 7 has a new challenger. Strategist Ben Emons, in a post amplified by Bloomberg’s Joe Weisenthal on X, has dubbed a basket of seven semiconductor and… Read More »Move Over Magnificent 7. Traders Are Flocking To The Parabolic 7
Dell Technologies (DELL) has spent years being dismissed as an old PC company in a new AI world. Wall Street was wrong. This is not a hardware… Read More »Dell Technologies Just Reported The Biggest AI Earnings Of The Year