Articles
TTM Technologies: AI Hardware Demand + Improving Margins Point to a Tactical Long
A supplier to the AI compute stack that is finally converting revenue growth into cash and profits — tradeable ahead of further AI-driven content wins.
TTM Technologies (TTMI) has shown three consecutive quarters of revenue, gross-profit and operating-income improvement while accelerating free cash fl...
BlackBerry at a Crossroads: Cash, Software Profits — But No Clear Roadmap for Value
A cautious, actionable swing trade: size small, use tight stops — buy the operational improvement, respect the strategic uncertainty.
BlackBerry is a profitable, cash-rich small-cap software business with an improving quarterly profit run-rate, a valuable embedded-software footprint ...
Upgrade Shoals (SHLS) — Play the Solar Rebound and Energy-Storage Tailwind
Q3 strength, improving cash flow and exposure to renewables warrants a tactical long with defined risk controls
Shoals Technologies' quarterly results show accelerating revenue (Q3 2025 revenue +22.6% sequential, +33% year-over-year) and positive operating cash ...
Energy Transfer: A High-Yield Reset Worth Trading — Buy the Mid-Teens, Trim on Strength
Stable midstream cash flow, an 8%+ yield and a heavy balance sheet — a tactical long with tight risk control.
Energy Transfer (ET) offers a tactical long opportunity after a pullback into the mid-teens. The business is producing consistent operating cash flow ...
Uber: Solid Cash Flow and Cheap Multiple — Tactical Long
Revenue growth, durable operating cash flow and an oddly punitive multiple create a high-reward setup around $80.
Uber is showing steady top-line growth (Q1-Q3 2025: $11.53B -> $12.65B -> $13.47B), durable operating cash flow (~$2.3B per quarter) and a cleaner bal...
Key Developments on December 24: Epstein Documents, National Guard Deployment, Nursing Home Blast, Student Loan Repercussions, and Obesity Treatment Advances
An in-depth look at major stories spanning legal, security, health, and consumer issues to start your day informed.
This report covers essential news updates on December 24 including fresh disclosures from Jeffrey Epstein's case files implicating additional potentia...
USPS's Strategy to Diversify Last-Mile Delivery Threatens Its Largest Client Relationship
Postal Service seeks new customers for last-mile delivery amid financial challenges, risking key Amazon partnership
The United States Postal Service (USPS) is contemplating broadening its last-mile delivery services beyond Amazon to a wider range of customers as a s...
Disconnect Between Robust GDP Growth and Consumer Sentiment in the US Economy
Despite rapid economic expansion, many Americans remain concerned about inflation, job security, and uneven spending power
Recent data reveals that while the US economy is expanding at its strongest rate in two years, widespread public dissatisfaction persists. The annuali...
Powerball Jackpot Reaches $1.7 Billion Ahead of Christmas Draw
The fourth-largest Powerball prize ever awaits hopeful players in Wednesday's drawing, with no grand prize winners from Monday’s event
The Powerball lottery jackpot has surged to an estimated $1.7 billion, making it the fourth-highest jackpot in the game's history and the second-large...
Kuaishou Faces Surge of Inappropriate Content Following Cyberattack
China's prominent short-video platform disrupted by AI-driven assault releasing illicit videos
Chinese short-video powerhouse Kuaishou experienced a significant cyberattack that inundated its livestreaming service with pornographic and violent c...
POET Technologies: A Small Photonics Play That Looks Like M&A Candy After Celestial AI
Speculative long with tight risk controls — buy on weakness, watch for takeover chatter after recent capital raise and industry consolidation.
POET Technologies makes a patented optical interposer that integrates electronics and photonics at wafer scale. The stock is volatile (12-month range ...
Bristol-Myers Squibb: Cheap, Cash-Generating Big Pharma With Optionality — Tactical Long
Solid cash flow, a durable oncology franchise and a healthy payout make BMY a buy for a 6–18 month position despite headline patent risks.
Bristol-Myers Squibb (BMY) is generating strong operating cash, sustaining a meaningful dividend, and trades at an attractive multiple relative to its...