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…
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.…
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…
@edmundsimms Broadcom will do $10 in earnings next…
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…
$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…
$NBIS: $20B in Contracts, Sold-Out GPUs, Down -47%
Bull case says $150 if capacity ramps on schedule and the $7-9B ARR target holds — bear case says $45 if the $4.1B debt spiral and dilution crush shareholders before revenue catches up.
Nebius will be among…
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…
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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.
@sharkchart 800,000 drone strikes in Ukraine in 2025…