Latest Articles
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Salesforce’s Pivot: Why “Agentforce” Matters More Than the Earnings Beat
The AI trade has been dominated by chips and infrastructure. Software was viewed with skepticism due to fears that AI would reduce headcount (and thus software seats). Salesforce’s recent Q3 earnings report challenges that view, offering th...
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RBRK Stock Analysis: Strong Growth Meets Rich Valuation
Rubrik (NYSE: RBRK), a cloud data management and data security company, has delivered impressive Q3 results with record net new subscription ARR and strong free cash flow generation, driving the stock to over $80 per share. However, despite the c...
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Why Zscaler’s 27% Crash Is the Ultimate Test for Software Investors
There is an old saying on Wall Street: “When good news makes a stock go down, the party is over.” This week, Zscaler (ZS) tested that theory in the most brutal way possible. On Tuesday, the cybersecurity giant reported a “Bea...
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Snowflake Stock: AI Winner?
Snowflake (NYSE:SNOW) stock has rallied by almost 50% this year, although the stock on Thursday dropped following Q3 results. Investors appear to be concerned as product revenue growth decelerated—from 32% in the previous quarter to 29%—and guida...
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Will The Rally In SMX Stock Continue?
SMX stock’s 300%+ weekly surge reflects genuine catalysts—funding, partnerships, and technology validation—but the stock now enters “prove it” territory. Success depends on execution, contract wins, and disciplined capital manag...
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Applied Digital Stock: A $9 Billion Bet on the AI Buildout
Applied Digital (NASDAQ:APLD) is a digital infrastructure company that designs, builds, and operates AI-first data centers and high-performance computing (HPC) facilities. The stock has surged by almost 22% over the last five trading days, and re...
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What Could Spark the Next Big Move In Apple Stock
Apple (AAPL) has a strong record of rapid gains, including more than 30% rallies in under two months across several years such as 2010, 2019, and 2024. Notably, there were two occasions where gains exceeded 50% within roughly two months, includin...
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BWX Technologies Stock May Still Have Room to Run
We think BWX Technologies (BWXT) stock might be a good investment candidate. Why? Because you get strong margin, low-debt capital structure, and strong momentum – with room to run as the stock is meaningfully below its 52-week high . There...
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Intuitive Surgical Stock Now 12% Cheaper, Time To Buy
Intuitive Surgical (ISRG) stock might be a good buy now. Why? Because you get high margins – reflective of pricing power and cash generation capacity – for a discounted price . Companies like this generate consistent, predictable prof...
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Caterpillar Stock Capital Return Hits $57 Bil
In the last decade, Caterpillar (CAT) stock has returned a notable $57 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let’s look at some numbers and compare how this payout power stacks up against the marke...
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Accenture Stock Shares $58 Bil Success With Investors
In the last decade, Accenture (ACN) stock has returned a notable $58 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let’s look at some numbers and compare how this payout power stacks up against the market&...
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NVIDIA Stock Pays Out $83 Bil – Investors Take Note
In the last decade, NVIDIA (NVDA) stock has returned a notable $83 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let’s look at some numbers and compare how this payout power stacks up against the market...
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Fair Isaac Stock Hits Key Support – Buying Opportunity?
Fair Isaac (FICO) stock should be on your watchlist. Here is why – it is currently trading in the support zone ($1,683.28 – $1,860.46), levels from which it has bounced meaningfully before. In the last 10 years, Fair Isaac stock recei...
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Dollar General Stock at Support Zone – Bargain or Trap?
Dollar General (DG) stock should be on your watchlist. Here is why – it is currently trading in the support zone ($119.03 – $131.55), levels from which it has bounced meaningfully before. In the last 10 years, Dollar General stock rec...
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Is Brown-Forman Stock Poised for a Rally?
We think Brown-Forman (BF-B) stock could be a good value buy . It is currently trading lower than average valuation, and has strong margins to go with its modest valuation. Buying stocks with low valuations or trading well below their peaks but ...
