Sofia Navarro
REITs & Infrastructure Analyst
Articles 760
Nationwide 'No Kings' Protest Marches Planned Amid Minneapolis Clashes
Activists prepare largest demonstrations yet to oppose presidential authoritarianism and federal immigration tactics
Organizers of the 'No Kings' protests are gearing up for a major series of nationwide demonstrations scheduled for March 28, marking the third wave of...
Market Opens Higher Ahead of Fed Rate Decision and Corporate Earnings
Investors Anticipate Federal Reserve's Interest Rate Stance as Key Tech and Consumer Stocks Draw Attention
U.S. stock futures climbed during early Wednesday trading, reflecting cautious optimism ahead of the Federal Reserve's interest rate announcement and ...
Buy TSM Now — Upgrade on AI Durability and a Clean EPS Beat
TSMC's scale, customer mix, and rising cash returns make the ADR a buy for a swing/position trade
Taiwan Semiconductor (TSM) just delivered an EPS beat and the market is pricing AI durability into the stock. With a dominant ~70% foundry share in 20...
Supreme Court's Deliberation on Trump-Era Tariffs Extends Beyond Initial Expectations
Despite early calls for a swift ruling, the Court’s consideration of the tariffs case aligns with routine decision-making timeframes
The Supreme Court continues to evaluate the legality of tariffs established during the Trump administration, months after hearing oral arguments. Alth...
Waste Management: Position for a Re-acceleration as Volume Headwinds Fade and Pricing Holds
Actionable long idea with entry, stop, and two upside targets — play a modest re-rating backed by pricing power and strong cash flow
Waste Management (WM) looks set for a growth inflection over the next 6-12 months as earlier volume headwinds normalize, pricing remains intact and fr...
Cryptocurrency Markets Gain Momentum Before Upcoming Federal Reserve Policy Announcement
Ethereum's Notable Rebound Against Bitcoin Signals Market Resilience Amid Pre-Fed Rate Pause Trading
Cryptocurrency assets including Bitcoin, Ethereum, and Dogecoin experienced upward movement alongside equity indices and precious metals ahead of the ...
Salesforce Contracts $5.6 Billion Army Deal Amidst Stock Downtrend
Despite winning a significant 10-year contract with the U.S. Army, Salesforce shares face technical headwinds and sustained price weakness
Salesforce Inc. has secured a substantial $5.6 billion, decade-long indefinite delivery contract with the U.S. Army through its subsidiary Computable ...
Groceries on Credit: Why Affirm Is Worth a Swing Trade as BNPL Moves into Essentials
Affirm's shift from discretionary e-commerce to everyday spend, improving profitability, and a large loan book justify a tactical long — but watch credit and funding risks.
Affirm (AFRM) is showing the financial profile of a maturing BNPL lender: large transaction volume ($36B in fiscal 2025), the majority of volume comin...
Impending U.S. Government Shutdown Sparks Market Concerns: Impact on Key Sectors and Stocks
Funding Dispute over Homeland Security Triggers High Shutdown Probability, Echoing Market Struggles from Previous Closure
The United States faces a looming government shutdown as Congress reaches a critical deadline of January 30, 2026, to pass a funding bill amid content...
Michael Burry Sees Ryan Cohen as a Modern Warren Buffett in GameStop's Transformation
Cohen's Strategic Use of GameStop's Capital Echoes Buffett's Early Investment Mastery, Says Burry
Michael Burry has drawn parallels between Ryan Cohen's stewardship of GameStop and Warren Buffett's transformative strategy with Berkshire Hathaway. D...