Archive

Dive into a collection of past posts and rediscover timeless content.

Palantir’s Perfect 10: Blowout Earnings Spark a New Bull Case

Feb 4, 2026

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3 min read

Palantir’s Perfect 10: Blowout Earnings Spark a New Bull Case

Record revenue, raised guidance and surging U.S. commercial demand have analysts hiking targets — and the recent pullback into support could be a buyable entry for PLTR.

CrowdStrike’s Floor Test After Fortinet’s Upgrade: What Comes Next?

Feb 3, 2026

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3 min read

CrowdStrike’s Floor Test After Fortinet’s Upgrade: What Comes Next?

Fortinet’s upgrade gave the sector a lift and may have established a valuation floor for CrowdStrike — but AI “vibe coding” fears and high multiples mean March earnings are the real test. With shares sitting near key support, CRWD could be at a critical inflection point for investors.

2 Bitcoin ETFs to Avoid—and 1 to Watch in 2026

Feb 2, 2026

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3 min read

2 Bitcoin ETFs to Avoid—and 1 to Watch in 2026

High fees and steep losses make ProShares' BITO and Grayscale's GBTC hard to justify. Watch BlackRock’s low‐cost iShares IBIT — big AUM, strong liquidity and a 0.25% fee.

The Time to Buy ServiceNow Is Now: Oversold and Ready for a Rebound

Feb 1, 2026

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3 min read

The Time to Buy ServiceNow Is Now: Oversold and Ready for a Rebound

ServiceNow’s selloff has created a clear value setup—buybacks, strong cash flow and institutional buying point to upside. Generative AI momentum and an upcoming earnings catalyst could spark the rebound.

Apple Posts Record Quarter, But AI Details Remain Unclear

Jan 31, 2026

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3 min read

Apple Posts Record Quarter, But AI Details Remain Unclear

iPhone 17-fueled demand pushed revenue to a four-year high and set new records, but Apple gave few specifics on its AI roadmap or how it will use its 2.5 billion-device base. Supply constraints and vague answers on partnerships left investors wanting clarity.

Frozen Assets: Winter Storm Fern Is Heating Up These 3 Energy Winners

Jan 30, 2026

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3 min read

Frozen Assets: Winter Storm Fern Is Heating Up These 3 Energy Winners

As freeze-offs and surging spark spreads squeeze supply, investors are paying up for reliability. Pipeline operators, hybrid generators and nuclear providers are the biggest near-term beneficiaries.

Mega-Cap Earnings Could Decide the Tech Sector’s Next Big Move

Jan 29, 2026

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3 min read

Mega-Cap Earnings Could Decide the Tech Sector’s Next Big Move

Earnings from Microsoft, Tesla and Meta — and their guidance on AI spending and monetization — may be the catalyst that either sparks a tech breakout for XLK and QQQ or keeps the sector locked in consolidation.

Pelosi’s Bullish 2026 Buy List: AI, Power & Dividends

Jan 28, 2026

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3 min read

Pelosi’s Bullish 2026 Buy List: AI, Power & Dividends

A tactical reloading: harvesting gains and swapping into LEAPS to stay leveraged to big tech, while adding high-yield dividends and power/AI bets to balance income and infrastructure exposure.

Which Semiconductor Equipment Stock Has More Upside in 2026?

Jan 27, 2026

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3 min read

Which Semiconductor Equipment Stock Has More Upside in 2026?

A head-to-head of ASML, Applied Materials and Lam Research to see who’s best positioned for AI-driven chip demand in 2026. ASML’s lithography moat, Lam’s recurring revenue and AMAT’s China exposure will decide the upside.

New Year, New Growth: 3 Stocks Under $2B Breaking Out in 2026

Jan 26, 2026

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3 min read

New Year, New Growth: 3 Stocks Under $2B Breaking Out in 2026

Three under-$2B companies that moved from R&D to revenue in January — Kraken’s $35M subsea battery win, Enovix’s factory-scale breakthrough and Aehr’s AI testing pivot. Execution-driven catalysts could spark outsized gains, but expect small‐cap volatility.

Archive

Dive into a collection of past posts and rediscover timeless content.

Palantir’s Perfect 10: Blowout Earnings Spark a New Bull Case

CrowdStrike’s Floor Test After Fortinet’s Upgrade: What Comes Next?

2 Bitcoin ETFs to Avoid—and 1 to Watch in 2026

The Time to Buy ServiceNow Is Now: Oversold and Ready for a Rebound

Apple Posts Record Quarter, But AI Details Remain Unclear

Frozen Assets: Winter Storm Fern Is Heating Up These 3 Energy Winners

Mega-Cap Earnings Could Decide the Tech Sector’s Next Big Move

Pelosi’s Bullish 2026 Buy List: AI, Power & Dividends

Which Semiconductor Equipment Stock Has More Upside in 2026?

New Year, New Growth: 3 Stocks Under $2B Breaking Out in 2026

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