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I think NVIDIA's shares are overvalued

NVIDIA is a superb business but the share price assumes a decade of near-perfect outcomes. At $190 the market is treating NVIDIA as a long-lived AI toll road with unusually high growth and near-peak profitability … Show More

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… Show More

Can Palantir Beat Open Source?

OpenAI’s hiring of Peter Steinberger, creator of OpenClaw, is seen as a challenge to Anthropic and Meta Platforms $META . It’s more of a challenge to Palantir $PLTR .

Here is why. … Show More

Why $INTC is priced for perfection

Intel trades at $50 with a $253 billion market cap, but if you strip away government subsidies, foundry fantasy valuations, and supply shortage narratives, and you're left with a struggling chipmaker bleeding billions… Show More

Here's why UiPath will thrive in the AI Age

I'm bullish on $PATH because the market is missing the fact that this company is positioned to thrive in the AI era.

To understand UiPath, you need to know that the company is in the business of building software… Show More

$LUNR: Bull case is lift off to $32

Intuitive Machines just blew past the median Wall Street target in a single session, and the real catalysts haven't even hit yet. The bull case: $850M+ combined revenue, a $4.82B NASA contract, and a SpaceX IPO that… Show More

On IONQ: The “Nvidia” of quantum computing

Something big just happened in the quantum computing space...

Something many investors are severely misinterpreting in my view…… Show More

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… Show More

I don't buy the market's view on Broadcom

At US$319.55, Broadcom is priced as if it can compound revenue at about 33% a year while holding net margins near 63% and sharply improving capital efficiency. I cannot square that with a business that is still… Show More

Tesla ( $TSLA ) - The end, the beginning or somewhere in between?

Written by Mark Malinowski with charts, commentary and analysis by Zac Mannes

Model S Experience… Show More