Karman Holdings $KRMN is an under-the-radar supplier embedded across some of the most important U.S. space and missile-defense programs.
Here’s the whole thesis: If you believe space launches will increase—if you expect NASA, commercial satellite operators,…
@danablankenhorn Data integration is palantir's…
Hi friends! What stock is your biggest holding and why? Would love to hear your perspectives!
@acarpetlove Hey Acar, thst would probably by $CRM…
The market is making a huge mistake with ServiceNow!
I recently finished my assessment of ServiceNow $NOW as the stock price dropped around 50% from its all-time highs without a rational reason. It's a company that has been growing more than 20% annually…
Rubrik $RBRK: Explosive Growth Meets Sector Bloodbath
This is my first post on Yahoo Finance, and I am excited to share my investment thesis for Rubrik ($RBRK). After hours of research, I have determined that the drawdown that Rubrik has experienced is…
@bullseyeinvesting Interesting philosophy: " $RBRK believes…
It's finally time to start buying PayPal shares
After avoiding it for the last 12 months, I reckon the shares are finally cheap. PayPal looks mispriced at around US$41 a share. At that level, the market seems to be saying the company has turned into a…
@edmundsimms I will be interested to see your thoughts…
The Netflix Identity Crisis
Is the 36% Off Sale a Bargain or a Warning?
You’ve been asking. A lot.…
@spilledcoffee I sold all toda
Why is Nvidia Circling OpenAI?
On Groundhog Day, 2026 the NASDAQ was up but Nvidia was down. Bitcoin investors were riding in a hole in the ground.
What everyone wants to know is, what’s up with Nvidia and OpenAI?…
@danablankenhorn I see this less as Nvidia trying to…
I Was Wrong About Moderna
Politics is making Moderna $MRNA an impossible investment.
Before this decade began, I offered three predictions for the 2020s. The third was that DNA would become a programming language. That can still happen, just not in…
@danablankenhorn could be worst if you touted pfe
Why We Own Palo Alto Networks $PANW
We have been long Palo Alto Networks since CEO Nikesh Arora took over in 2018, and we plan to continue holding for the indefinite future. The conclusion of PANW’s fiscal 2025 checked off all our boxes to continue owning…
@chipstockinvestor first microsoft now panw. once…
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I read a lot of hedge fund letters. Affiliated with the Foundation for Shareholder Democracy. Contact: Raghu Raman at raghu@idwr-office.com
I'm a content creator & long-term investor focused on industry-disrupting companies with strong fundamental growth.
Hello MR CV bien 👍