Hana Yamamoto
Consumer Staples Analyst
Articles 760
Roblox: A Forgotten Growth Compounder — Tactical Long With a Clear Risk Plan
User scale + improving monetization and strong operating cash flow make RBLX an asymmetric long from current levels (01/21/2026).
Roblox is trading well below its 2025 highs despite accelerating revenue, very high gross margins and quarter-to-quarter monetization gains. The stock...
Bank OZK: Low Multiple, Growing Payout - A Tactical Long at Sub-8x
Buy the dividend + earnings annualized math — entry, stops and targets for a measured swing trade
Bank OZK (OZK) is trading around $47.82 with a quarterly dividend just raised to $0.46 and Q4/2025 results showing $1.53 EPS and $440.65M revenue. Ann...
Trade Idea: Positive Soquelitinib Buzz Sends CRVS Higher - A Tactical Long with Tight Risk Controls
Momentum trade on clinical-data-driven rally; small, disciplined exposure only.
Corvus Pharmaceuticals (CRVS) surged into the low-$20s on a data-driven move for its ITK inhibitor soquelitinib. The run looks momentum-driven and off...
Village Farms: GMP Export Edge and Rising Margins Make a Tactical Long
Q3 2025 margin recovery + global GMP footprint supports a swing trade with defined risk-reward
Village Farms (VFF) is showing sequential top-line and margin improvement driven by its global GMP cannabis export capability and core produce cash ge...
Conference Showdowns Set Stage for NFL Super Bowl Contenders
Patriots and Broncos battle in AFC; Rams face Seahawks in NFC in critical clashes
The NFL conference championship games feature top-seeded teams and intense rivalries as the New England Patriots visit the Denver Broncos in the AFC, ...
Telix Pharmaceuticals Achieves Fiscal 2025 Revenue Goals Amid Stock Price Challenges
Despite meeting revenue targets and clinical advancements, Telix Pharmaceuticals shares continue to underperform in the market
Telix Pharmaceuticals Limited reported full-year fiscal 2025 revenue of approximately $804 million, in line with its updated guidance, and a notable 4...
Caroline Ellison Set for Release After Serving Over a Year in Federal Custody
Former Alameda Research CEO Completes Majority of Two-Year Sentence Following FTX Collapse
Caroline Ellison, erstwhile CEO of Alameda Research and former partner to Sam Bankman-Fried, is scheduled to exit federal custody after serving 440 da...
Blue Origin's TeraWave Launch Impacts AST SpaceMobile’s Stock Performance
Shares Retreat After Significant Rally as New Competition Emerges in Satellite Connectivity
Following Blue Origin's announcement of its TeraWave satellite network promising high-speed data via thousands of satellites, AST SpaceMobile’s shar...
UPS: Buy the Turnaround - Valuation, Cash Flow, and Technicals Line Up
Actionable trade idea: enter on weakness, tight stop, asymmetric upside to target range
United Parcel Service (UPS) looks like a pragmatic swing-long: steady package volumes, predictable dividends, improving operating leverage and strong ...
Apellis Pharmaceuticals Sees Promising Uptake in Rare Kidney Disease Market with Empaveli
Bank of America Upgrades Apellis on Underestimated Commercial Potential Amid Early Success of Empaveli in C3G and IC-MPGN
Apellis Pharmaceuticals, buoyed by the recent FDA approval of Empaveli for a rare kidney disease, shows early signs of a meaningful growth trajectory....