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Top 10 Defense Stocks As Mideast Conflict Escalates
Defense stocks have surged as the Middle East war escalates. Despite a pullback, they have outperformed in the last year on rising military budgets. T...
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Micron: I'll Sell At $1000 (Or If This Happens)
Micron (MU) remains a top AI beneficiary, but everyone knows this now. So when do we sell Micron? I highlight three key scenarios. Based on valuation ...
Software Likely Bottomed Last Week: 3 Companies I'm Buying
Enterprise SaaS sentiment is shifting from AI-driven commoditization fears to optimism, as Anthropic's recent event highlights AI integration and data...
Credo: Buy The Pullback, But Don't Catch The Knife
Credo Technology Group Holding Ltd delivered a strong earnings beat, with revenue up 201.5% Y/Y and guidance above consensus, but shares sold off on r...
