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Meta Platforms Beats The Man, Again - We Move To Accumulate Rating
Meta Platforms settled child-harm lawsuits, agreeing to pay ~$18 billion over a decade, with limited impact on the stock. META has already experienced...
Tech Rallies In September, I'm Adding Software And Chip Stocks
Nvidia delivered strong earnings and rare, aggressive forward guidance, signaling management's intent to support the share price and driving renewed b...
The Boeing Deal Just Changed Everything For Archer Aviation
Archer Aviation is evolving from a pure eVTOL play into a diversified aerospace, defense, and AI platform, reducing single-point-of-failure risk. ACHR...
S&P 500: Don't Believe Everything You Read About September
The S&P 500 is set to close August with a bullish bias that bodes well into the end of the year. While there are lots of warnings about the August-Oct...
Marvell Technology: I Vehemently Disagree With The Market Here
Marvell Technology delivered record Q2 revenue and operating income last week, driven by strong custom silicon demand. Nonetheless, MRVL dropped 10%+ ...
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