Latest Articles
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After A 10x Rally, Is Bloom Energy Still A Growth Story?
The global energy crisis has found its most unlikely hero in a simple white box. Not just any box, but the Bloom Energy Server. This solid oxide fuel cell has transformed from a niche green tech curiosity into the backbone of the artificial intel...
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At 20x Earnings, Dell Still Looks Affordable Thanks to AI
Is Dell Technologies (NYSE:DELL) pricey at 20 times earnings? Not at all. Especially if you consider the fact that the company’s earnings could more than double in the next few years as the AI infrastructure cycle hits full throttle. The Revenue...
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Should You Pay Attention To Caterpillar Stock’s Momentum?
Caterpillar (CAT) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with a strong margin, good cash flow, and good tailwinds. But is that enough? Why Bet On CAT Now? Caterpill...
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Micron’s AI Rally Is Built On Earnings Growth, Not Enthusiasm
Micron (MU) has rallied more than 140% over the past six months, prompting concerns that the rally may have run too far. But here’s the rub: while the stock soared, its P/E multiple actually compressed to 21.3x trailing earnings, and the s...
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Nvidia Stock To $300?
Nvidia stock (NVDA) rallied by close to 4% yesterday to roughly $197 per share amid a broader market rally fueled by hopes of de-escalation in the U.S. and Iran conflict. While the stock is up 75% over the last 12 months, investors are asking if ...
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Is Philip Morris International Stock Poised for a Rally?
Philip Morris International (PM) stock is at an interesting point right now. It is trading cheap, and if you bet on it, you are betting on a company that’s growing reasonably, is sustaining good cash flow and margin, has low-debt capital st...
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Cash Machine Trading Cheap – Atlassian Stock Set to Run?
We think Atlassian (TEAM) stock is worth a look: It is growing, producing cash, and available at a significant valuation discount . Companies like this can use cash to fuel additional revenue growth or simply pay their shareholders through divide...
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Years of Rewards: $34 Bil From Union Pacific Stock
In the last five years, Union Pacific (UNP) stock has returned $34 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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Oracle Stock Hands $54 Bil Back – Worth a Look?
In the last five years, Oracle (ORCL) stock has returned a notable $54 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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International Business Machines Stock Hands $33 Bil Back – Worth a Look?
In the last five years, International Business Machines (IBM) stock has returned $33 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 aga...
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Intuit Stock at Support Zone – Bargain or Trap?
Intuit (INTU) stock should be on your watchlist. Here is why – it is currently trading in the support zone ($348.46 – $385.14), levels from which it has bounced meaningfully before. Since it first started trading, Intuit stock receive...
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Trade Desk Stock Pulls Back to Support – Smart Entry?
Trade Desk (TTD) stock should be on your watchlist. Here is why – it is currently trading in the support zone ($19.97 – $22.07), levels from which it has bounced meaningfully before. Since it first started trading, Trade Desk stock re...
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Strong Cash Yield: Is Gen Digital Stock A Buy?
Gen Digital (GEN) could be a good pick for your portfolio, with its high cash yield, good fundamentals, and discounted valuation . Companies like this can use cash to fuel additional revenue growth, or simply pay their shareholders through divide...
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AVGO, NVDA Top Microchip Technology Stock on Price & Potential
AVGO, NVDA are Microchip Technology’s peers in Semiconductors industry that have: 1) Lower valuation (P/OpInc) compared to Microchip Technology stock 2) But higher revenue and operating income growth This disconnect between valuation and ...
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Stronger Bet Than Avis Budget Stock: UBER Delivers More
UBER is Avis Budget’s peer in Passenger Ground Transportation industry that has: 1) Lower valuation (P/OpInc) compared to Avis Budget stock 2) But higher revenue and operating income growth This disconnect between valuation and performanc...
