Latest Articles
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What CRM Shareholders Got Paid While The Stock Stood Still
The company sent owners a fortune in cash, yet the stock went backward. Here is the accounting on what that trade-off actually bought, and what it means now. How much cash can a software giant return before shareholders start asking what they ar...
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How Much Can ISRG Stock Still Move Against You?
Intuitive Surgical (ISRG) has handed its owners a hard year. The stock is down 25% over the trailing twelve months while the S&P 500 returned 19.3%, and it now trades about 41% below its 52-week high . After a fall like that the natural hope ...
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Should You Buy Alphabet Stock For The Chips It Now Sells?
Alphabet (GOOGL) stock has drifted, returning negative 6.8% over the past three months while the S&P 500 returned 3.6%. The strongest evidence for upside from here is not in the advertising business that pays the bills. It sits in a revenue l...
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Can Microsoft Stock Keep Earning Like This?
Microsoft (MSFT) is coming off the most profitable stretch it has posted in years, and its stock trades at $493.95, about 92% of its 52-week high. Nothing here is broken. The risk is quieter than that. The spending that came with those margins is...
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Is Joby Stock Priced For The Wrong Business?
Joby Aviation (JOBY) stock has fallen 49.2% over the trailing twelve months to about $6.84, about 65% below its 52-week high. The shares change hands at 57.0 times sales, against 3.2 for the S&P 500. That multiple is accurate. It also measure...
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Why Is UNH Stock Trading At A Premium With The Slowest Growth?
UnitedHealth (UNH) runs the best operating margin of the three managed care companies in its peer group, and the slowest revenue growth of the three. It also carries a significant valuation premium over its peer, Cigna, trading at more than doubl...
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Can Data Center Power Fuel CAT Stock To New Highs?
Caterpillar (CAT) has almost doubled over the past year, gaining 96.3% while the S&P 500 returned 19.1%. Deere and Cummins each gained about 43% . The broader machinery cycle carried Caterpillar part of the way, but enthusiasm around power ge...
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BSX Stock: Is It Time To Buy Or Sell Puts?
Trading near $45 a share, Boston Scientific (BSX) sits roughly 58% below its 52-week peak . Instead of buying the dip outright, selling cash-secured put options allows investors to generate immediate income while locking in an even deeper...
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What Qualcomm Has Stopped Leading With
Qualcomm (QCOM) has spent years telling shareholders it is becoming more than a smartphone chip company. What changed is where the new growth is expected to come from. Two years ago the big non-handset targets were automotive and IoT. Today, the ...
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The Tables Have Turned: A Year Ago Dell Was The Cheaper Bet, Not Super Micro
A year ago, Dell was the cheaper way to own the server boom. Today, investors are paying a premium for its scale, forcing a hard look at what that price truly buys. Investors looking for exposure to the AI-driven hardware boom have three distinc...
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Palantir Changed The Number It Wants You To Judge It By
Palantir Technologies (PLTR) used to report its total customer count on the quarterly earnings call. The latest call did not include it. In the count’s place sits a bookings figure large enough to change what kind of business you are lookin...
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Did You Already Pay For NVIDIA’s Bigger Guide?
NVIDIA (NVDA) trades at $225.73, about 4% below its 52-week high after a 35% total return over the past twelve months. Management has just told the market to expect a much larger revenue quarter, and the easy read is that a step that size cannot ...
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Why Does AT&T Stock Still Trade Like It Is Shrinking?
AT&T (T) trades at 8.2 times earnings against an S&P 500 median of 23.0, and it got there the hard way: the stock returned -9.4% over the past year while the index returned +19.3%. A profitable telecom throwing off cash at that discount i...
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Should You Buy Intel Stock Because The Comeback Is Working?
Intel (INTC) has been repriced as a comeback over the past year, and the products are cooperating. Revenue reached $16.1 billion in the second quarter of 2026, up 25% from a year earlier, while trailing-twelve-month revenue was up 7.5% to $57.0 b...
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Broadcom Stock Slipped While Its Revenue Schedule Got Longer
Broadcom (AVGO) stock sits about 23% below its 52-week high, and it has lost 6.9% over the past three months while the S&P 500 gained 3.6%. The latest drop followed a fiscal Q4 2026 revenue guide that fell short of Wall Street expectations. S...
