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$IREN Down 58% From Highs. $9.2 Billion in Funding Secured. Pick a Side.

IREN missed Q2 revenue by 19% and the stock got destroyed: down -44% in three days. But the earnings call told a completely different story: AI Cloud surged +137% QoQ at 86% gross…

My next deep dive is MARVELL TECHNOLOGY. I need to preface I AM LONG this stock so take my research with a grain of salt.

MARVELL TECHNOLOGY (MRVL) - LONG | Price Target: $147 (+83%)

Current Price: $80.28 | Market Cap: $68B | FY26E Revenue: $8.2B | …

@gabrielsarmiento I appreciate your risks section.…

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…

A Cashier’s Perspective: Friday 3/13 I used my weekly budget to buy $LOPE.

Hello fellow investors! Markets have been volatile lately, but volatility doesn’t determine whether I invest. My budget does. …

@acarpetlove ROA isn't flawed as an anchor. It's a…

$BTC-USD and crypto has no value and the market will soon realize this

The global crypto currency market is $2.5 trillion, but the value is $0. This may sound harsh, but this is my reasoning. 

Crypto was previously considered a way to do transactions and…

@na0641 ​I don’t like holding cryptos, but generally…

$PL remains my highest-conviction play in the space economy. Based on current fundamentals and their expanding contract pipeline, I see a clear path to a 300% upside from these levels.

Price target: $23.91 -> $67.3

Most investors look at Planet Labs and…

$AMZN $208 to $320?

Amazon Is Spending $200B on AI. Wall Street Says Buy. The Market Says Sell. Who's Right?

Amazon's AWS just posted its fastest growth in 13 quarters, ad revenue is running at $85B+, and the stock is still down 20% from its high, trading…

@dailyequityresearch Oil over $100 a barrel So many…

Software vs. Infrastructure, what I think about this debate

There are 5 software companies that are spending more than the GDP of Switzerland or more than double the market cap of AMD in just 2026. But who will win, the one spending $700B+ in one year…

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…

@sharkchart ​800,000 drone strikes in Ukraine in 2025…