Editor's Picks (Total records: loading...)
Renato Neves, CFA Software
Can Palantir Keep Up With Its Own Hype?
Street expects $939 million in revenue and $0.14 EPS as Palantir's commercial momentum and government contracts face high-stakes scrutiny. Aug 04, 2025 β
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Renato Neves, CFA Retail - Cyclical
Home Depot Q2 Preview: Housing, Tariffs, and Rates in Focus
Street sees $4.72 EPS on $45.4 billion revenue. 4 days ago β
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Khac Phu Nguyen Software
Constellation's Vertical Roll-Up: Still Worth the Price?
How Constellation Software turned boring micro-markets into 20 years of 20%+ cash flow growth -- without raising a dollar of equity. 7 days ago β
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Faizan Farooque Semiconductors
Nvidia's Overlooked Networking Segment Grows at Lightning Speed
Analysts see rising importance of NVLink and InfiniBand as AI inferencing scales Aug 07, 2025 β
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Khac Phu Nguyen Oil & Gas
Occidental Unloads $950M in Assets--Debt Drop Could Signal Major Comeback
Fresh Permian sales and $7.5B in debt cuts may be positioning Occidental for a sharper, leaner future Aug 08, 2025 β
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Nauman khan Hardware
RGTI: Rigetti Stock Fall as Heavy Losses Drown Quantum Breakthrough
Rigetti Shares Collapse After $39M Loss, Revenue Plunge Aug 14, 2025 β
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Renato Neves, CFA Utilities - Regulated
Oklo Q2 2025 Preview: Is the 900% Run Justified by Regulatory and Deal Updates?
Street expects a $0.11 loss per share as investors watch for progress on reactor certification and commercialization milestones. Aug 08, 2025 β
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Nauman khan Hardware
Why Super Micro (SMCI) Shares Are Jumping Today
Super Micro Jumps As U.S. Pauses China Export Curbs And AI Server Demand Accelerates Jul 28, 2025 β
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Faizan Farooque Metals & Mining
Gold Glitters for Newmont as Stock Soars on Strong Earnings and Big Buyback
Q2 profits beat expectations thanks to higher gold prices Jul 28, 2025 β
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keniofontes Restaurants
Domino's Q2 Shows Resilience but Valuation Limits Upside
Domino's Pizza remains a quality compounder, but its valuation demands near-perfect execution. 8 hours ago β
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Renato Neves, CFA Insurance
Why Investors Pay a Premium for Kinsale Capital and Should They?
Record underwriting and investment income stand out but softening E&S conditions and valuation pressure weigh on expectations. Aug 15, 2025 β
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Renato Neves, CFA
How Interactive Brokers Profits From Fewer, Richer Clients While Robinhood Chases Scale.
Net-interest power, 49% DART surge and fresh crypto rails lift results, but the stock already prices in at a premium. Jul 31, 2025 β
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Khac Phu Nguyen
Wall Street Insiders Are Quietly Hedging -- Should You Be Worried?
Goldman, Citadel, and JPMorgan are buying protection as volatility hits rock bottom. Here's what they know that you don't. Jul 24, 2025 β
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juned.a0818
Loews Corporation's Quiet Empire: Hidden Value Beneath the Holding Company Discount
Loews Corporation quietly compounds value through share buybacks, insurance income, and disciplined capital allocation, all while trading at a deep discount to its net asset value. Aug 03, 2025 β
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Undercovered Deep Insights Hardware
Super Micro Soars As China Rules Ease Riding AI Wave
Exclusive Modular Data Center tieβup boosts outlook Jul 29, 2025 β
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Chase Alexander Aerospace & Defense
General Dynamics Stock: The Best Defense Prime
GD Stock Undervalued: A Long-Term Mixture of Safety and Growth 2 days ago β
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Hammad Sadiq Beverages - Non-Alcoholic
The Coca-Cola Company: The Classic Brand That Might Be Asking Too Much from Investors
Still Iconic, Still Profitable -- But Is It Worth the Premium Aug 06, 2025 β
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Arhaan Semiconductors
KLA: Semiconductor Inspection Market Leader
KLA dominates the semiconductor process control market with 50-80% market share across inspection and metrology segments, leveraging advanced AI-powered defect detection technology Jul 30, 2025 β
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Chase Alexander Consumer Packaged Goods
Hershey's Stock: A Recovery From Cocoa Catastrophe
Cocoa Shock Set to Fade Jul 30, 2025 β
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