Sofia Navarro
REITs & Infrastructure Analyst
Articles 760
Federal Reserve Governor Challenges Assumptions on Tariff Burden Impacting Consumers
Stephen Miran Questions Attribution of Tariff Costs to American Households Amid Economic Data Analysis
Federal Reserve Governor Stephen Miran recently disputed the widespread belief that American consumers ultimately bear the financial burden of trade t...
SMCI Trade Idea - Ride the AI CapEx Wave, but Respect Margin Risk
Quarterly beat shows demand surge; valuation is a short-term momentum trade while fundamentals normalize
Super Micro (SMCI) reported a blowout quarter (12/31/2025) with revenue of $12.68B and an EPS beat on 02/03/2026. The set-up: industry AI capex is acc...
Why Denver Is Capturing Retirees' Attention Beyond Scenic Mountain Views
Exploring key factors that make Denver a compelling retirement destination and considerations for those thinking of relocating
Denver, Colorado, offers retirees a unique blend of natural beauty, active lifestyle, and cultural amenities that contribute to its appeal as a retire...
Wall Street's Evolving View on AI's Market Impact
Investors Shift from Broad Optimism to Scrutiny Amid Diverging Winners and Losers in AI Sector
Wall Street's enthusiasm for artificial intelligence has become more cautious as investors demand concrete evidence of firms poised to thrive amid the...
Vitalik Buterin Outlines a Framework for Ethereum's Collaboration with Artificial Intelligence
The Ethereum founder details four key priorities integrating blockchain and AI to bolster privacy, economy, verification, and governance
Ethereum's creator Vitalik Buterin has presented a comprehensive vision describing how the Ethereum blockchain can work synergistically with artificia...
WPP: Deep Value Entry on an Advertising Giant—Dividend Yield Flags Distress, But Upside Exists
Price collapse + heavy dividend implies cash return >10% at current levels; trade idea with defined entry, stop and targets.
WPP plc (WPP) has fallen from recent highs into the teens. The company's declared dividend payments in 2025 imply a cash yield north of 11% at the cur...
Milan's Archdiocese Elevates Olympic Spirit with Symbolic Cross and Multilingual Services
A unique wooden cross and diverse Masses reflect the Catholic Church's dedication to unity during the 2026 Winter Games in Milan
During the 2026 Winter Olympics in Milan, the Archdiocese has positioned the Cross of the Athletes—a distinct wooden cross crafted from wood spannin...
Hims & Hers: Buy the Dip — Don’t Be Driven by the Headlines
A tactical long for traders who view regulatory noise as overreaction, with clear entry, stop and targets.
Shares plunged after headlines about a Novo Nordisk lawsuit and an FDA crackdown on compounding GLP-1s. That created a tradable dislocation: Hims & He...
Tragic Loss of Vizsla Silver Workers Casts Shadow Over Panuco Project
Fatal Abduction of Employees in Mexico Leads to Operational Suspensions Amid Security Concerns
Vizsla Silver has confirmed that several of its employees abducted in western Mexico were found dead, prompting a suspension of some activities at the...
Ripple Partners with Figment to Enable Ethereum and Solana Staking via Custody Service
New collaboration expands Ripple Custody's multi-chain capabilities, facilitating crypto staking for banks without in-house infrastructure
Ripple has formalized an alliance with Figment to deliver staking services for Ethereum and Solana through its Ripple Custody platform. This move supp...