Source material behind every call on the tape.
I usually find best results from investing in buying beat up but quality names so far. Usually its easy to pick up name like MMM or UNH, INTC but this time the whole software sector is down and It is …
This post is about Ulta Beauty. It isn’t as undervalued as i would like and currently everyone is very skeptical about this company, which means it is a good watchlist stock because i think it is going to do well …
I see a lot of discussion about UBER, but what do you think about LYFT? it seems significantly undervalued to me. With the acquisition of TBR, Freenow and Gett’s UK it has built a durable business outside the US. I’m …
Canaan reported unaudited May 2026 bitcoin mining results on June 11, 2026, showing self-mining output of 90 BTC plus 24 BTC from customer payments, bringing its treasury to 1,867 BTC and 3,952 ETH at month-end. The company ended May with …
TLDR: \- Last NAV is $24.56 per filing on the 31st March, many thought it was 19.95 per RH interface \- Upcoming new NAV calculated to be at least $35 (see below) \- Next catalyst being Anthropic's public S1 filing …
**Market context:** INTC has appreciated significantly since entry. The $28 puts are now deep OTM, providing protection \~$95 below current price (\~$125). IV on INTC Dec 2028 puts is currently 77.9%. **My analysis:** The protective value of the current puts …
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Bank of America's Prediction By 2030, the TAM will be $1.96T, with half of that—$900B—being memory. Memory is what makes AI intelligent. The market is showing where the value lies. And this Bank of America prediction is extremely conservative. And …