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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

Memory maker Micron: huge for Phase 2 of AI boom (update)

Micron $MU continues to be a big part of “Phase 2” of the AI boom.

This is where the bottleneck in compute is giving way to bigger bottlenecks in power, networking, cooling, and memory.… Show More

Park Aerospace: New growth outlook

Park Aerospace $PKE offers a compelling long‑term opportunity driven by structural demand for aerospace composites, accelerating missile‑defense procurement, and a transformative capacity expansion that may deliver substantial… Show More

Ondas Inc. ($ONDS): A Complete Investment Thesis

After hundreds of hours of research, I'm sharing what I believe is the most comprehensive investment thesis on Ondas Inc. available to the public for free. It's a deep examination of why Ondas is positioned… Show More

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

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

I was wrong about Micron

On December 17, Micron closed at $225 and now the price stands at $410, down from its ATH of $450. Even if I am so bullish on Micron now and I made so many posts, I went through a bullish patch and I will explain why I thought… 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

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

Hello everyone. This is my first post and I am very excited to make it. In my opinion DUOL is extremely Undervalued and one of the best highly undervalued high growth potential stocks in the market today.

DUOLINGO, INC. (NASDAQ: DUOL)

LONG | Target Price:… Show More