"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Meta Platforms hosts some of the world’s most popular social media platforms. The company is leveraging its artificial intelligence (AI) expertise to increase engagement and grow its ad revenue. There’s a clear path for Meta to join the $3 trillion club in the …
Key Points Disney’s streaming profits have been soaring, while its linear networks are in secular decline. The extremely profitable experiences segment brings the company’s unrivaled intellectual property to life. Investors can buy the stock right now at a notable discount to the market. 10 stocks …
Optex Systems Holdings, Inc. OPXS shares have surged 139.5% in the past year compared with the industry’s 46.2% growth. The company has outperformed other industry players, including BWX Technologies, Inc. BWXT and Axon Enterprise, Inc. AXON. Shares of BWXT and AXON have rallied 98% and …
Key Points General Motors stock is trading at more than twice what Warren Buffett paid for it in 2017. The automaker is coming off a difficult year financially, as it took a multibillion-dollar write-down on its slowing EV business. GM recently raised its dividend and …
Here’s a quick recap of the crypto landscape for March 4 as of 9:00 a.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$70,987.43, up by 6.7 percent over the …
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock’s price, do they really matter? Let’s take …
Key Points Dogecoin was created as a joke in 2013, but by 2021, it was more valuable than most companies in the S&P 500. The token proceeded to lose more than 90% of its value by mid-2022, and it has struggled to mount a sustained …
Key Points Nvidia is a compelling value based on its earnings, free cash flow, and growth rate. Blackwell and Rubin will provide the backbone of agentic artificial intelligence (AI) compute demands. Increased use of AI models to build agentic tools will accelerate future compute demand. …
Among the bunch of big-time spenders concerning the AI frenzy, a pair of Mag 7 members involved in the cloud, including Microsoft MSFT and Alphabet GOOGL, stick out considerably, with each pouring billions into their respective AI efforts. Extremely high capital expenditures (CapEx) have been …
Key Points With the latest round of 13F forms out, we have some new insights into what stocks are in the portfolios of billionaire hedge fund managers. One fund I follow is Third Point, run by billionaire Daniel Loeb. During the fourth quarter, he made …