Articles
iRhythm (IRTC): From High-Growth Losses to Near-Term Profitable Expansion — a Tactical Long
Revenue acceleration, margin leverage and cash-flow turn point make IRTC a buyable growth-reset trade with clear entry, stop and targets.
iRhythm's Zio monitoring business is showing a clear inflection: revenue rose to $192.9M in Q3 2025 while operating loss narrowed to $8.4M and operati...
Buy the Pullback: AppLovin Is Oversold, Not Doomed by 'Project Genie'
Alphabet rumors are scaring a market that already pays premium multiples for growth—use the dip as a tactical long with defined risk controls.
AppLovin's stock dropped sharply after headlines about Alphabet's Project Genie. The company's DSP-first business, AXON 2 product leverage, and except...
Buy the Dip: Apple Upgrade as AI Euphoria Re-weights Big Tech
Actionable long trade — upgrade to positive as peers get repriced and Apple’s fundamentals reassert
Apple just printed another beat and the stock is digesting a sector rotation away from narrowly defined AI winners. Strong iPhone and services results...
Nvidia Set to Make Major Investment in OpenAI's Latest Funding Round
CEO Jensen Huang Confirms Participation Amid Internal Deliberations on Investment Scale
Nvidia Corporation is preparing to contribute a significant investment in OpenAI’s ongoing fundraising initiative. CEO Jensen Huang has confirmed co...
The Emerging Role of Prediction Markets in Transforming Risk Management by 2026
How Crypto and Stablecoins are Reshaping Insurance and Financial Infrastructure
Wintermute Ventures projects that by 2026, the internet economy will increasingly rely on cryptocurrency as its foundational clearing layer. Within th...
Reflections on the Workforce Power Shift During the Pandemic's Hiring Boom
Employees Recall a Period of Remote Job Abundance and Elevated Salaries Amidst Pandemic-Era Hiring Frenzy
During the height of the COVID-19 pandemic, the job market favored employees, leading to a surge in remote work opportunities and salary increases. Th...
Amerant Bancorp: CRE Headwinds Easing — tactical long with defined risk/return
Credit stabilization + modest valuation gap create a swing trade opportunity at ~21.70
Amerant (AMTB) looks attractively priced after a difficult CRE cycle. Quarterly results show stabilizing provisions, consistent net interest income an...
Regeneron: Position for A Double-Digit 2026 — Buy on Weakness, Targets $900/$1,000
Durable cash flow, an expanding pipeline and a strong balance sheet should fuel >10% growth next year; trade the pullbacks.
Regeneron looks positioned for double-digit growth in 2026 driven by steady commercial performance (Dupixent, Libtayo, newer oncology launches), margi...
Trump Shifts Strategy to Negotiate Immigration Funding, Avoiding Prolonged Shutdown
President Engages Democrats to Prevent Extended DHS Funding Dispute Amid Rising Political Pressure
President Donald Trump has altered his previous approach toward government funding negotiations by collaborating with Senate Democrats to circumvent a...
The Realities Behind a Vending Machine Side Business: A Six-Month Perspective
An entrepreneur's firsthand experience reveals operational challenges and the crucial role of location in vending machine profitability
A newcomer to the vending machine industry invested $3,200 in two refurbished machines and stocked them with $400 worth of inventory. After six months...
Retail Investor Spotlight: Microsoft, SanDisk, Meta, Apple, and UnitedHealth Drive Market Conversation
A Detailed Look at Five Stocks Dominating Retail Investor Discourse Amid Earnings and AI Developments
Throughout the week of January 26 to January 30, retail investors actively discussed a diverse set of five notable stocks on social platforms, influen...
U.S. Imposes Tariffs on Countries Supplying Oil to Cuba, Stirring Economic Concerns
Trump administration targets foreign oil suppliers to Cuba amid deepening crisis
The U.S. government's recent executive order introduces tariffs on nations exporting oil to Cuba, invoking national security concerns. The move threat...