Microsoft Is Going To Win The AI War
by John Bowman
Contributor since 2023 / 1751 Followers
Contributor since 2023 / 1751 Followers
7 months ago
Summary: Microsoft is competing with other tech giants to provide the best AI services, and
Month: May 2024
Riot Platforms: Potential Long-Term Opportunity In A Consolidating Industry
by Chetan Woodun
Contributor since 2019 / 7568 Followers
Contributor since 2019 / 7568 Followers
7 months ago
Summary: Riot Platforms’ bid to buy Bitfarms signals potential consolidation in the competitive Bitcoin mining
Nvidia’s Valuation Ignores Growing Competitive Threats
by ValueAnalyst
Contributor since 2016 / 9368 Followers
Contributor since 2016 / 9368 Followers
7 months ago
Summary: Nvidia Corporation stock continues to outperform, defying the gravity of high valuation multiples. Nvidia’s
Deja Vu For Nike
by Kenra Investors
Contributor since 2016 / 5117 Followers
Contributor since 2016 / 5117 Followers
7 months ago
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
by Gary Alexander
Contributor since 2017 / 27931 Followers
Contributor since 2017 / 27931 Followers
7 months ago
Summary: Roku’s stock price has dropped nearly 40% this year despite positive Q1 earnings results
Tesla: 7 Reasons To Short The Stock
by David Ksir
Contributor since 2023 / 4003 Followers
Contributor since 2023 / 4003 Followers
7 months ago
Summary: Tesla, Inc.’s fundamentals have deteriorated, with slowing revenue growth, declining margins, and a softening
Undervalued And Misunderstood: Why Northrop Grumman Is A High-Conviction Buy
by Leo Nelissen
Contributor since 2015 / 33939 Followers
Contributor since 2015 / 33939 Followers
7 months ago
Summary: My dividend portfolio is heavily invested in defense contractors, focused on innovation. Northrop Grumman,
Lumen: Attractive Speculative Setup (Rating Upgrade)
by The Asian Investor
Contributor since 2021 / 25277 Followers
Contributor since 2021 / 25277 Followers
7 months ago
Summary: Lumen Technologies has improved its recovery prospects by extending debt maturities and by confirming
Starbucks Is Looking Cheap On A Historical Basis (Upgrade)
by Kevin George
Contributor since 2014 / 3432 Followers
Contributor since 2014 / 3432 Followers
7 months ago
Summary: Starbucks stock has dropped after disappointing Q2 earnings, but the company has a solid
Salesforce: Entering The Single Digit Club (Rating Downgrade)
by Johnny Zhang, CFA
Contributor since 2023 / 671 Followers
Contributor since 2023 / 671 Followers
7 months ago
Summary: Salesforce’s stock price dropped nearly 20% after mixed Q1 FY2025 results and weak revenue