"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Alibaba BABA confronts persistent headwinds in its core e-commerce operations despite management’s aggressive pivot toward artificial intelligence investments. The company reported 5% year-over-year revenue growth to RMB247.8 billion in its second quarter of fiscal 2026, but this modest expansion masks troubling deterioration in profitability metrics. …
Key Points An early investment in Tesla would have proven wildly lucrative today. Lucid has set seven consecutive quarterly records for deliveries. With the Gravity base trim on the way, it should further boost demand for the vehicle. 10 stocks we like better than Lucid …
Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the SPDR Portfolio S&P 500 Value ETF, where 96,050,000 units were destroyed, or a 16.7% decrease week over week. Among the largest …
Netflix‘s NFLX 2026 content slate emerges as a critical catalyst for stock performance as the streaming platform seeks to convert programming investments into sustained subscriber growth and engagement gains. NFLX serves globally while maintaining approximately 7% penetration of addressable consumer spending. The Zacks Consensus Estimate …
Stocks rebound as President Trump says not to worry… a new tool to help us time theend of this bull… the power of technical analysis… Last call for Jonathan Rose’sProfit Surge Event This October Digest was a natural follow-up to the Crazy Map we shared …
Key Points The artificial intelligence (AI) revolution would be at a standstill without advanced chips and components. Nvidia, Advanced Micro Devices, and Micron supply some of that critical hardware, and their shares are up by an average of 119% in 2025. The iShares Semiconductor ETF …
Key Points Nvidia, with earnings reaching record levels, is one of the first winners of the AI boom. The tech giant says AI inferencing will be a major growth driver in the years to come, so it’s placed a big bet on that area. 10 …
Key Points Microsoft (NASDAQ: MSFT) has been an OK stock pick in 2025. While it’s up around 15% so far in 2025, which would normally be considered successful, the S&P 500 is up more than 16%. This places Microsoft as a market loser, which nobody …
Roku‘s ROKU platform revenues are driven by advertising activities and streaming services distribution. Advertising includes video ads delivered across the Roku platform and The Roku Channel, while streaming services distribution covers revenues from Premium Subscriptions, transaction fees on content purchases and Roku-billed subscriptions. This dual …
Millions of investors are making a critical mistake that could leave their finances vulnerable—and at the worst possible time, too. That error? Clinging to so-called “rules of thumb” that sound useful, but are so broad as to be almost irrelevant—even dangerous, depending on your personal …