"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Sanmina Corporation SANM is increasingly pivoting toward artificial intelligence (AI) infrastructure manufacturing by leveraging its advanced engineering, supply chain management and system integration capabilities. The company is expanding its presence in AI servers, storage systems and networking hardware used by hyperscalers and enterprises. As AI …
Circle Internet Group (NYSE: CRCL) went public on June 5, 2025. The stock was initially priced at $31 per share, nearly tripled on its first trading day, and climbed to nearly $299 by June 23. Since that point, things got rough for investors who chased …
Imagine yourself in 2014. Back then, there was an up-and-coming chip company called Nvidia (NASDAQ: NVDA), with graphics processors that were popular in video game applications. Things weren’t bad, as video games were a growth industry, though cyclical. But 2014 was a tough year. In …
Key Points Palantir’s market value of $368 billion makes it one of the most valuable software companies in the world. Palantir’s valuation ratios look overextended relative to other SaaS stocks. A thorough understanding of Palantir’s value proposition could make the stock appear attractively priced. 10 …
Key Points After first resisting the move to introduce ads, this initiative is set to generate revenue of $3 billion for Netflix in 2026. The company’s focus on developing its own advertising platform will only improve the capabilities it can offer to these customers. At …
Iran war news, oil price swings, global bond yields will be in focus this week. Ondas is the “buy” for those seeking high-risk, high-reward catalysts heading into earnings. PDD is the “sell” pick, as slowing growth and regulatory threats outweigh near-term upside, especially into its …
Here’s a quick recap of the crypto landscape for Friday (March 19) as of 9:00 p.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$70,149.38, down by 0.2 percent over …
Key Points As of last quarter, Tesla (NASDAQ: TSLA) controls more than half of the U.S. electric vehicle (EV) market. This is not unusual for the company. For years, Tesla has dominated the EV category in the U.S. What is unusual, however, is the competitive …
Here’s a quick recap of the crypto landscape for Monday (March 16) as of 9:00 p.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$73,918.60, up by 3.3 percent over …
Key Points Alibaba’s e-commerce business is stabilizing but unlikely to return to hypergrowth. AI demand is rapidly accelerating Alibaba’s cloud business. While commerce remains foundational, cloud and AI could become the company’s primary long-term growth engine. 10 stocks we like better than Alibaba Group › …