$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…
$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 $100 a barrel So many…
Ondas Inc. ($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…


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