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AMD Revenue Rockets 50%: 2 Undervalued Chip Stocks With Long-Term EPS Growth +100%
Early Mag 7 results have reinforced the AI bull case, signaling stronger demand, rising capex, and improving economics around AI spend. SpaceX's repor...
Sandisk Just Announced Its Next Game Changer
Sandisk Corporation's latest progress on its HBF roadmap is expected to complement the QLC SSD ramp and impending transition to BiCS10 TLC SSD, streng...
The AI Bubble Burst To Resume: Sell The Rally
The recent bounce is likely short-covering of AI losers in the aftermath of the Situation Awareness blowup, aided by temporary falling oil prices. The...
Microsoft: The Rally Has Gone Too Far
Microsoft Corporation remains fundamentally strong, with Azure surpassing $100B in annual revenue and accelerating to 43% growth, but market expectati...
This Could Be The Most Important Market Rotation In Years
A broad cyclical upswing is underway in the U.S., confirmed by leading indicators and management commentary from ODFL and UNP. I expect market leaders...
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