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Manufacturing PMI Hits 4-Year High: 3 Top Industrial Stocks
U.S. manufacturing activity reached its highest level in more than four years amid strong demand tied to defense spending and the AI infrastructure bu...
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SK hynix Vs. Micron: The Memory Trade Rotates Into The Valuation Gap
Buy SK hynix, Sell Micron Technology, Inc.: a memory pair trade to capture the SK hynix–Micron valuation gap while netting out the sector's multiple-c...
Sandisk: $2,000 Is The Bear Case (Rating Upgrade)
Sandisk Corporation delivered an exceptional Q4, with revenue up 51% QoQ and 372% YoY, and non-GAAP gross margin reaching 84.6%. Despite a post-earnin...
Trinity Capital: The Selloff Made This BDC A Better Buy
TRIN delivered a solid quarter, but the market didn't care. After the Q2 release, the share price dropped by 5%, suggesting that there is something th...
Michael Burry Warns Of A 1987-Type Crash. Here's Why I Am Still Bullish