Yahoo Finance

NXP Semiconductors' important part in the quantum security gold rush

Recently in my growth stock letter, I laid out my thesis around the quantum security gold rush. Specifically, I mapped the software layers of the quantum security migration —the internet-scale… Show More

A Cashier’s Perspective: I’ve started a position in $MTH stock, here’s why

On Friday I was able to add a little over $40 into my investment portfolio along with a small dividend I received from my $HNNA stock. This week I decided to expand my… Show More

$ASTS: Bear Case $30. Bull Case $200. The Next 60 Days are HUGE.

Bulls have the SHIELD contract, $1B+ committed revenue, and 45-60 satellites deploying on schedule — bears see 2,000x sales with SpaceX, Amazon, and Blue Origin all closing in.

AT&T just… Show More

$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… Show More

Disney shares are expensive

They are priced for a profit profile the company rarely delivers. At around $112.80 a share, The Walt Disney Company is being valued as if it can become a structurally higher-margin, lighter-capital business than it has been… Show More

Strategic Patience: Why the Hormuz Crisis might be a Slow-Burn for Global Markets

Currently, US and European equities appear somewhat insulated from the volatility in the Middle East, and the data explains why. If we look at the energy dependence rates… Show More

$SHOP The Best Business in SaaS

...Is Trading Like It's Broken

Shopify just posted 31% revenue growth, $2B in free cash flow, and co-built the protocol layer Google is using to power AI commerce... and the stock is still down -23% YTD. … Show More

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 | … Show More

Samsara (ticker: IOT) is often described as the "Operating System for Physical Operations." While many tech companies focus on the digital world (emails, ads, social media), Samsara focuses on the "real" world—trucking, construction, energy, and… Show More

What does my portfolio tell you about my investing strategy? Anyone hold any of these? Will likely be adding to HNNA tomorrow.