Adobe's Earnings Beat, Yet The Stock Falls
Adobe delivered another strong earnings report, yet the stock still fell after the release. The reaction highlights how powerful market narratives can be, particularly when artificial intelligence disruption is…
Eve Holding Could Become a Takeover Target
EVTOL vendor Eve Holding (EVEX) has made an intriguing deal that could lead to the firm becoming partners with Amazon (AMZN) and/or General Electric (GE). Meanwhile, Brazil-based Eve is continuing to make significant,…
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
The Meta Disconnect: Why a Growth Giant is Priced Like a Value Stock: The market is hyper-focused on Mark Zuckerberg’s $135B Capex guide, completely missing the massive ROI already showing up in the data. Despite accelerating revenue growth (+24%) and…
@accrued_interest Neta has tossed billions on vanity…
Salesforce: Architecture is the real bottleneck
I’ve been looking closely at Salesforce recently and there is a clear disconnect between the bold management targets and the structural reality of the platform. While the CEO dismisses the idea of AI displacement,…
my article about Salesforce: https://seekingalpha. …
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…
First Solar (NASDAQ: FSLR) $FSLR: When Structural Advantage Meets a Secular Super Cycle
Investment Thesis: HOLD
I am buying First Solar (FSLR) with a time horizon of 4 years. The core reason is simple: First Solar is the only U.S.-based solar company that…
Really clear thesis, easy to understand. No notes.…
Quanta Services (NYSE: $PWR ): The Hidden Advantage of Scale
Investment Thesis: BUY
I am buying Quanta Services (PWR) with a time horizon of 5 years. The core reason is simple: Quanta controls America’s power grid expansion. Yes, that’s right.…
@alexbruno I have a two cars to sell
$IBRX If Americans with metastatic lung cancer who failed treatments in the US start going to Saudi Arabia and getting much better results with Anktiva, it will be very hard for the FDA to avoid quickly approving Anktiva for lung cancer.
The outcry…
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View AllLongtime business news reporter and stock columnist. Enjoy being contrarian. As of 2/3/25, was ranked in top 1% of financial bloggers by TipRanks
@acarpetlove fake news was moving the market all day…