Archive

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

Why Palantir Investors Aren't Panicking While the Rest of AI Sells Off

Jul 26, 2026

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3 min read

Why Palantir Investors Aren't Panicking While the Rest of AI Sells Off

Palantir’s numbers, not the broader AI selloff, are keeping bulls calm. With free cash flow growth surging and another earnings report due Aug. 3, investors are betting the company can keep outrunning conservative valuation models.

Tesla Just Delivered Record Sales—So Why Did the Stock Sell Off?

Jul 25, 2026

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3 min read

Tesla Just Delivered Record Sales—So Why Did the Stock Sell Off?

Record deliveries couldn’t offset collapsing margins and a surge in spending, sending investors running. Tesla’s autonomy ambitions may still hold promise, but the market wants proof, not promises.

Alphabet Crushed Earnings, But One Number Spooked the Market

Jul 24, 2026

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3 min read

Alphabet Crushed Earnings, But One Number Spooked the Market

Alphabet’s core business beat expectations, but a surge in AI spending and negative free cash flow rattled investors.

GE Sparks a High-Voltage Aviation Breakout

Jul 23, 2026

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3 min read

GE Sparks a High-Voltage Aviation Breakout

A hybrid-electric flight breakthrough above 30,000 feet and a $210 billion backlog are giving GE Aerospace a powerful lift. Strong earnings, buybacks, and long-term aviation demand could keep the stock flying high.

Oracle Is One Step From Junk—Can It Afford the AI Boom?

Jul 22, 2026

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3 min read

Oracle Is One Step From Junk—Can It Afford the AI Boom?

Oracle’s AI ambitions are colliding with a stretched balance sheet and a looming credit downgrade. As Big Tech borrows to fund the boom, Oracle looks like the weakest link.

3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks

Jul 20, 2026

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3 min read

3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks

While aircraft makers grapple with production bottlenecks, suppliers like Ducommun, StandardAero, and HEICO are seeing demand surge from defense, repairs, and critical aerospace components. Strong backlogs and rising guidance could give these smaller names an edge.

Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs?

Jul 19, 2026

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3 min read

Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs?

Delta and United are both coping with soaring jet fuel prices, but Delta’s refinery-backed protection and tighter capacity growth give it a stronger margin shield. United may have more short-term upside, but Delta looks better built for a prolonged fuel-cost squeeze.

The AI Data Center Boom Is Bigger Than One Stock—These ETFs Spread the Bet

Jul 18, 2026

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3 min read

The AI Data Center Boom Is Bigger Than One Stock—These ETFs Spread the Bet

Rather than betting on a single AI winner, investors can tap the data center buildout through ETFs that span REITs, chips, power, and infrastructure. Here’s how three funds offer different ways to ride the trend.

PayPal Stock Surges on $53 Billion Stripe-Advent Buyout Bid

Jul 17, 2026

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3 min read

PayPal Stock Surges on $53 Billion Stripe-Advent Buyout Bid

Stripe and Advent’s $53 billion takeover bid sent PayPal shares soaring, but Michael Burry and management may have other plans. A bidding war, regulatory scrutiny, and a higher valuation could make this just the opening offer.

Apple’s AI Toll Booth Thesis Faces Its Biggest Test Yet Before Earnings

Jul 16, 2026

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3 min read

Apple’s AI Toll Booth Thesis Faces Its Biggest Test Yet Before Earnings

Apple’s premium valuation is riding on whether its AI strategy can start paying off in real revenue and margin gains. With costs rising and China sales softening, this earnings report could decide whether the “toll booth” story holds up.

Archive

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

Why Palantir Investors Aren't Panicking While the Rest of AI Sells Off

Tesla Just Delivered Record Sales—So Why Did the Stock Sell Off?

Alphabet Crushed Earnings, But One Number Spooked the Market

GE Sparks a High-Voltage Aviation Breakout

Oracle Is One Step From Junk—Can It Afford the AI Boom?

3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks

Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs?

The AI Data Center Boom Is Bigger Than One Stock—These ETFs Spread the Bet

PayPal Stock Surges on $53 Billion Stripe-Advent Buyout Bid

Apple’s AI Toll Booth Thesis Faces Its Biggest Test Yet Before Earnings

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