Oct 2, 2025
Looking at CRWV after the Meta deal
Stock’s been volatile but the setup still looks compelling
Oct 1, 2025
Wolfspeed (WOLF) surged >3000%! But why it's a gamble in every sense?
Silicon carbide dream vs harsh reality of bankruptcy
Oct 1, 2025
Hood (HOOD) breaks out as Robinhood pushes prediction markets higher
Stock sits near record after 4b contracts milestone and overseas talks
Oct 1, 2025
Nike (NYSE:NKE) Q1 FY2026 Earnings Breakdown: Mixed Signals Amid Margin Pressure
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.
Sep 26, 2025
Alibaba (BABA) is back in the game
AI push, Nvidia deal, and new data centers could change the story.
Sep 26, 2025
Costco (NASDAQ:COST) Q4 FY2025 Earnings Analysis: Strong Results Amid Market Caution
Summary: Solid Q4 results, but market caution and rich valuation mean watch key technical levels before adding size.
Sep 25, 2025
Lithium Americas (LAC) Stock Just Doubled - What Now?
Market reaction to Trump-administration stake talks and what it could mean long term.
Sep 24, 2025
Micron (MU) just dropped earnings: AI tailwinds, big beats, and what I’m watching next
Stock doubled this year but can the momentum keep up?
Sep 22, 2025
OKLO hype or real growth?
Why I’m still cautious on the nuclear darling?
Sep 20, 2025
Nvidia’s $5B Bet on Intel: Game-Changer or Lifeline?
Why I’m Watching Intel After Its Surprise Partnership With Nvidia
Sep 19, 2025
Undervalued efficiency play: FDX margins expand, $250–$300 in sight
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.