"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Broadcom has an enormous opportunity with its custom AI chips. TSMC’s lead in semiconductor manufacturing continues to widen, and the stock is still relatively cheap. Amazon’s stock is undervalued, and its cloud revenue growth should continue to accelerate. 10 stocks we like better …
Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the Direxion Daily Semiconductors Bull 3x Shares, where 10,750,000 units were destroyed, or a 3.4% decrease week over week. Among the largest …
Key Points Costco carried steady sales momentum into fiscal 2026, with comparable sales still running in the mid-to-high single digits. Membership fee income is climbing faster than sales. Even after a down year for the stock, the valuation still looks priced for near-flawless execution. 10 …
Community banks are operating in a landscape shaped by shifting rate conditions, tighter regulatory expectations and a sharper focus on funding stability and credit discipline. In this environment, Blue Ridge Bankshares, Inc. BRBS and AmeriServ Financial, Inc. ASRV stand out as two community-focused institutions with …
Key Points Nvidia (NASDAQ: NVDA) just wrapped up another impressive year, rising 39%. Any investor is happy with those results, but 2025 is over; what will 2026 bring? I think investors have plenty of reasons to be excited about Nvidia’s stock heading into 2026, as …
Key Points Netflix reports fourth-quarter earnings on Jan. 20, and the stock can react sharply to the results. The stock often jumps higher after January’s Q4 earnings report, but the pattern is not reliable. Buying a lot of Netflix stock right before earnings is a …
Key Points Ford can’t escape the cyclical nature of auto sales, with macro forces having a huge impact on revenue and profit trends. The stock’s trailing-10-year total return comes up well short of the S&P 500. Investors might be drawn to the cheap valuation and …
Key Points Alibaba has invested more than $17 billion over the past year in AI and cloud infrastructure over the past year. Alibaba’s AI-related product revenue has delivered growth north of 100% for nine consecutive quarters. Its cash cow e-commerce business is financing Alibaba’s AI …
Key Points Palantir Technologies has a diverse and growing group of clients. SoundHound AI is not yet profitable, but it’s scaling quickly. Tesla is technically an electric vehicle company, but that doesn’t begin to scratch the surface. 10 stocks we like better than Palantir Technologies …
Restaurant operators are navigating an uneven operating landscape shaped by cautious consumer spending, persistent cost pressures and the need to protect margins while sustaining traffic. In this environment, Rave Restaurant Group, Inc. RAVE and Good Times Restaurants Inc. GTIM emerge as two smaller restaurant players …