Articles
Play the Compute Buildout: Long Meta on Operating Leverage Into the Capex Supercycle
Strong cash generation funds heavy data-center investment - buy a disciplined exposure to margin upside as AI deployment accelerates
Meta is deep into a multi-year data-center and AI-inference buildout funded by robust operating cash flow. Recent quarters show rising revenue and ope...
Strive, Inc. Finalizes Semler Scientific Acquisition and Appoints New Strategy Officer
Company bolsters healthcare ambitions and bitcoin strategy amid mixed stock performance
Strive, Inc. (NASDAQ:ASST) completed the acquisition of Semler Scientific, expanding its portfolio into early-disease detection technologies while sig...
TSMC: Buy the Supply Squeeze - AI Demand Is Outrunning Capacity
Practical trade: enter on dips, respect a tight stop, ride the AI-driven revenue re-acceleration
Taiwan Semiconductor (TSM) is the foundational layer of the AI hardware stack. Recent revenue beats, rising dividends and a clear shortage of advanced...
Hub Group (HUBG) - Bought the Dip: A Conservative Long with Acquisition Optionality
Stable cash flow, modest leverage, and a strategic intermodal pickup give room for upside even under conservative assumptions.
<p>Hub Group has the profile of a steady transportation operator with recent earnings around $0.44-0.47 per quarter, a manageable leverage profile (lo...
Supermicro (SMCI): Tactical Long — My Top AI Rebound Pick for 2026
Buy the operational reset, sell the inventory overhang - an actionable swing trade into an AI datacenter capex re-acceleration
Super Micro Computer (SMCI) looks like a high-risk, high-reward rebound candidate for 2026. The company retains scale in AI server design and a thick ...
Why SLV Has More Upside: Structural Forces + A Practical Long Trade
Silver's fundamentals have shifted; SLV offers a direct, liquid way to play a multi-month move higher
SLV (iShares Silver Trust) has rallied from roughly $27 to $80 over the past 12 months. This move is rooted in large mark-to-market gains inside the t...
BigBear.ai (BBAI) — Upgrade to Speculative Buy After Debt Move; Size Positions Small
Debt removed, story reset — still volatile and diluted, but risk/reward looks compelling for a small, tactical allocation
BigBear.ai just cleared a major overhang by eliminating debt and has a refreshed narrative around defense and government AI. The balance sheet improve...
Mexican President Claudia Sheinbaum Reports Progress in Cartel Crackdown amid U.S. Military Threats
Collaboration between Mexico and the United States yields encouraging outcomes despite heightened tensions over drug cartel interventions
Mexican President Claudia Sheinbaum has emphasized significant achievements in curbing cartel activities and reducing migration northward, highlightin...
TransDigm Advances Aerospace Portfolio with $2.2 Billion Acquisition of Jet Parts Engineering and Victor Sierra Aviation
Strategic purchase expands TransDigm’s aftermarket capabilities in commercial and general aviation sectors
TransDigm Group Incorporated announced the acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings in a transaction valued at approxi...
Locafy Expands U.S. Collaboration with Experience.com, Driving Strong Market Response
Shares Rise as Partnership Seeks to Accelerate Adoption of Localizer in Home Services Sector
Locafy Limited's stock experienced a notable increase following the announcement of an expanded partnership with Experience.com. The collaboration aim...
AuthID Inc. Shares Retreat Following Announcement of ServiceNow Integration
Market Response Cools After Initial Uptick as Technical Indicators Signal Mixed Momentum
AuthID Inc. (NASDAQ:AUID) experienced a significant share price pullback on Friday after a notable rise on Thursday sparked by the announcement of its...
Rejoining the Workforce After Retirement in 2026: Implications for Your Social Security Payments
Understanding the potential effects on Social Security benefits when returning to work before full retirement age
Returning to employment after retirement can affect Social Security benefits through earnings limits and taxation. In 2026, individuals under full ret...