"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Meta Platforms (NASDAQ: META) has never been shy to try new things. A few years ago, it was doing everything it could to bring the metaverse to fruition. It spent billions of dollars on the project, and it was an absolute flop. Currently, …
Key Points Netflix’s stock fell because expectations changed, not because the business broke. A great business and a great stock are not always the same thing. Netflix’s next chapter is about monetization, not scale. 10 stocks we like better than Netflix › When a stock …
Three public companies tied to the SpaceX ecosystem the smart money is quietly positioning in ahead of the crowd Listen to the audio version of this article (generated by AI). Editor’s Note: Last week, my friend and colleague Jonathan Rose explained why investors should be …
Sterling Infrastructure, Inc. STRL has become a direct way to play the next leg of mission-critical construction. Management is leaning into structurally expanding end markets, with demand tied to large-scale data centers, semiconductor fabs and advanced manufacturing. Momentum is already visible in the numbers. In …
The ALPS Sector Dividend Dogs ETF is seeing unusually high volume in afternoon trading Tuesday, with over 788,000 shares traded versus three month average volume of about 30,000. Shares of SDOG were up about 0.9% on the day. Components of that ETF with the highest …
Here’s a quick recap of the crypto landscape for Monday (May 25) 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$77,352.26, trading flat over the past …
MercadoLibre‘s MELI aggressive push into first-party (1P) commerce is emerging as a pressure point on the company’s profitability trajectory. While the strategy is demonstrably strengthening pricing competitiveness and buyer engagement across Latin America, the rapid scaling of inventory-led operations is introducing meaningful margin dilution at …
Key Points SpaceX is an exciting business with a lot of moving parts. Investors will be able to buy shares of SpaceX on the public market as early as June 12. SpaceX will gradually make up a larger portion of S&P 500 companies as insiders …
Key Points Apple’s overhauled Siri is expected to be powered by a custom Google Gemini model. The stock has climbed to record highs ahead of the event. Apple’s services business grew 16% in its most recent quarter. 10 stocks we like better than Apple › …
Key Points Transformative technologies like railroads, radio, and the internet created long-term winners, but also wiped out countless investors who bought at the wrong time. Today’s AI leaders like Nvidia, Microsoft, and Alphabet have real revenue and durable businesses, unlike the cash-burning start-ups of 1999. …