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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

If Ant Group’s Listing Launched Today, Alibaba Stock Could Re-rate — Here is Why

The valuation gap between Alibaba's market price and the total value of its individual business units has only widened while the underlying risks have fundamentally diminished.… Show More

Apple could have signed a life-changing deal with Gemini!

I think that most investors are already aware of this deal, but most people are still not aware of how this deal can change $AAPL Apple's AI failures in the last years to develop an AI model that… 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

$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… Show More

Semiconductor demand.

If anyone thinks semiconductor demand is cooling, 🇰🇷 South Korea says otherwise.

In the first ten days of March alone, exports rose 55.6% year over year.… Show More

SNDK to $1,000: So you’re sayin there’s a chance.

SanDisk just posted a 71% earnings beat and guided Q3 revenue 58% above consensus, and Bernstein slapped a $1,000 price target on it.

The tension: bulls see a multi-year AI storage supercycle with 65%+… Show More

Rocket Lab's growing force in space technology

Rocket Lab Corporation (NASDAQ: $RKLB ) is a rapidly emerging force in the launch and space‑systems economy. Rocket Lab has become an increasingly important partner to the U.S. Department of Defense (DoD),… Show More

Deflating the Duolingo ( $DUOL) Owl: Why This Overhyped Mobile Game is Running Out of Lives

Duolingo, $DUOL recently plummeted 25% following a disastrous Q4 2025 earnings report, validating the bear case that the platform functions more like an unscalable… Show More

$META Three Strikes and Zuck's not out?

Over the last year, the big AI year, shares in Meta Platforms are up 2%. They had a great run in 2023 and 2024, when everyone assumed that, since AI benefitted cloud, Meta was undervalued. It wasn’t.

Before AI, Meta… Show More