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…
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.…
@venus1320
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…
BTW, Google pays 20 billion dollars per year to Apple.…
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…
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.…
Exactly Wall St is so F'N crooked Read the #s
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%+…
@dailyequityresearch nice touch
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),…
@monte, yeah, I don't know how Musk will compete with…
$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…
@danablankenhorn big time agree with you 👍


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