Jordan Park

2026 Inflection - Why Amazon’s AWS + AI Mix Could Re-rate the Stock This Year

A position trade: buy into early-2026 momentum as cloud-led margins and ad recovery meet improving free cash flow

Amazon looks poised for a breakout year in 2026. Recent quarterly trends show revenue and operating income acceleration, strong operating cash flow, a...

Buy the Dip in Hims & Hers: Back the Subscription Engine While the Street Overreacts

Strong revenue run-rate, positive operating cash flow and a clear membership moat make HIMS a tactical long on weakness.

Hims & Hers (HIMS) just pulled back into the low-$30s after a stretch of outperformance. Fundamentals are intact: mixed but accelerating revenue, posi...

US Moves to Control Venezuelan Oil Sector Send Energy Stocks Higher

Market reacts to potential shift in global oil reserve control following US intentions to overhaul Venezuela's oil industry

The announcement by the US President to take charge of Venezuela's oil industry sparked a notable rally among American energy corporations, reflecting...

JD Vance Challenges Oil-Centric Views on Venezuelan Military Actions, Citing Drug Trafficking Concerns

U.S. political focus sharpens on Venezuela's narcotics role amid discussions about oil assets and energy investments

Vice President JD Vance disputed the prevalent assertion that Venezuela's vast oil reserves were the primary factor behind President Nicolás Maduro's...

Dollar General Experiences Significant Momentum Surge Ahead of Ex-Dividend Date

Robust Q3 Earnings and Positive Analyst Revisions Propel DG Stock Momentum

Dollar General Corporation has witnessed a marked increase in its momentum score, reaching 89.60 early this week, as per Benzinga Edge Stock Rankings....

A Century of Venezuelan Oil: From Monumental Discovery to Contemporary Challenges

Examining Venezuela's oil history, political shifts, and the complex future of its petroleum industry under US interests

The discovery of Venezuela's super-productive oil well in 1922 marked the nation’s rise as a major global oil producer. Over the past century, its p...

Pony AI Faces Declining Momentum Despite Positive Analyst Outlook

Chinese autonomous driving developer’s stock performance softens amid market volatility, even as expert ratings remain favorable

Pony AI Inc., a key player in autonomous vehicle technology, has experienced a significant decline in its momentum score recently, signaling weakening...

Senior Analyst Flags Potential Risks Amid Junior Silver Mining Boom

Investor exuberance in silver stocks may pose liquidity challenges as metals markets reach multi-decade highs

Silver prices have soared to levels unseen in several decades, prompting substantial gains in silver equities and ETFs. However, a seasoned mining ana...

Oracle Stock as a Surrogate Hedge in AI Credit Risk Concerns

Investors employ short positions in Oracle to navigate financial risks linked to emerging AI infrastructure companies

Market participants increasingly use Oracle shares as a more accessible and liquid means to hedge against credit risk exposures associated with smalle...

Key Large-Cap Stocks Demonstrate Significant Gains in Early January Trading

FTAI Aviation Leads Weekly Advances Amid Broader Market Optimism in Semiconductors and Energy Sectors

During the trading week spanning December 29 to January 2, ten prominent large-cap stocks recorded notable appreciation. FTAI Aviation Ltd. spearheade...