Rocket Lab just landed $1.3B in Pentagon contracts and Neutron launches Q2 2026. Stock's up 550% but the defense pivot is underpriced. Path to EBITDA breakeven by year-end. Bullish on the space systems transformation.

Why GOOGL's AI comeback has me bullish heading into year-end

CPI stays at 3%, FED cut odds jump and Stocks rip to highs

Strong top-line beat, but margin compression, earnings decline, and weak guidance keep sentiment cautious. Key technical levels will decide whether Nike finds its footing or continues sliding.

AI push, Nvidia deal, and new data centers could change the story.

I’ve been closely following FedEx (FDX) for years now, and the Q1 FY2026 earnings report once again affirmed my thesis: this is a company that can defy market skepticism when it focuses on operational discipline.

I've been tracking Uber's price action closely leading up to their Q2 2025 earnings, and the market's reaction was... interesting, to say the least. The numbers were solid, and while we saw the typical post-earnings volatility with an initial sell-off, the stock actually bounced back strong in the following session. Classic earnings whipsaw - weak hands got shaken out, then the smart money stepped in.

Executive Summary: STRONG BUY - Adding to Position

Robinhood (HOOD) just hit an all-time high - and it’s not hard to see why. The company dropped a triple bombshell in one go

Micron just posted one of its strongest quarters in history - but if you look beyond the headlines, there’s a much more nuanced story.