Microsoft Is Going To Win The AI War
Summary: Microsoft is competing with other tech giants to provide the best AI services, and recent stock gains show the...
Month: May 2024
Riot Platforms: Potential Long-Term Opportunity In A Consolidating Industry
Summary: Riot Platforms' bid to buy Bitfarms signals potential consolidation in the competitive Bitcoin mining...
Nvidia’s Valuation Ignores Growing Competitive Threats
Summary: Nvidia Corporation stock continues to outperform, defying the gravity of high valuation multiples.Nvidia's revenue...
Deja Vu For Nike
Summary: Nike, Inc. has historically offered good buy-on-the-dip opportunities and remains a high-quality business with...
Roku: Buy While The Market Is Looking The Other Way
Summary: Roku's stock price has dropped nearly 40% this year despite positive Q1 earnings results that featured an...
Tesla: 7 Reasons To Short The Stock
Summary: Tesla, Inc.'s fundamentals have deteriorated, with slowing revenue growth, declining margins, and a softening EV...
Undervalued And Misunderstood: Why Northrop Grumman Is A High-Conviction Buy
Summary: My dividend portfolio is heavily invested in defense contractors, focused on innovation.Northrop Grumman, one of...
Lumen: Attractive Speculative Setup (Rating Upgrade)
Summary: Lumen Technologies has improved its recovery prospects by extending debt maturities and by confirming a positive...
Starbucks Is Looking Cheap On A Historical Basis (Upgrade)
Summary: Starbucks stock has dropped after disappointing Q2 earnings, but the company has a solid global presence and...
Salesforce: Entering The Single Digit Club (Rating Downgrade)
Summary: Salesforce's stock price dropped nearly 20% after mixed Q1 FY2025 results and weak revenue guidance.The company's...