Sofia Navarro
REITs & Infrastructure Analyst
Articles 760
Beam Therapeutics: From Platform Beta to Clinical Execution - A Tactical Long Idea
Buy on pullbacks; clinical readouts and orphan designation turn R&D optionality into visible execution
Beam Therapeutics is trading like a research-stage platform while steadily moving into execution mode: orphan designation, non-human primate proof-of-...
Mike Tomlin Ends Nearly Two-Decade Tenure as Steelers Head Coach
After 19 Seasons, Tomlin Steps Down Following Consistent Playoff Appearances and Franchise Records
Mike Tomlin has concluded his extensive 19-year tenure as the head coach of the Pittsburgh Steelers, marking the end of the longest continuous head co...
CoreWeave Stock Experiences Midweek Decline Amid CEO's Rebuttal of Financing Allegations
Shares retreat after recent gains as market evaluates CoreWeave's financial strategies and Nvidia partnership
CoreWeave Inc (NASDAQ:CRWV) saw its shares decline on Tuesday following upward momentum from the previous day. The pullback comes despite CEO Michael ...
POET Technologies Faces Market Pressure Amid Technology Sector Decline
Stock Price Encounters Resistance Despite Solid Yearly Gains and Positive Momentum Indicators
Shares of POET Technologies Inc. have declined amid a broad market sell-off impacting the technology sector. Despite the dip, the stock remains well a...
Navigating Retirement Savings: Strategies for Confident Withdrawal
Overcoming hesitation to access your retirement nest egg while managing financial security
Many retirees accumulate substantial savings in their retirement accounts but hesitate to use these funds due to concerns about outliving their money ...
Scott Adams, 'Dilbert' Creator Noted for Office Satire, Passes at 68
The Comic Strip Innovator's Career Ends Amid Controversy and Illness
Scott Adams, the mind behind the influential comic strip "Dilbert," died at 68 after a battle with prostate cancer that had spread to his bones. Adams...
Qualcomm: Soft Recent Results Paint a Discounted Opportunity — Tactical Long with Tight Risk Control
Underperformance versus recent highs but solid cash flow, buybacks and a healthy balance sheet keep upside intact — trade the rebound, size it small.
Qualcomm has seen sequential declines in revenue, operating income and EPS through fiscal 2025, and the stock has lagged after a sharp run earlier. St...
Lumen Heading Into 2026: A Volatile Turnaround Trade with Big Balance-Sheet Questions
Catalyst-driven swing trade: play the AI/enterprise momentum but respect the debt and earnings holes
Lumen (LUMN) is a company in transition — shedding legacy consumer assets and leaning into enterprise and AI infrastructure. Recent quarter-to-quart...
Micron at a Peak: Three Structural Risks That Warrant a Short-Hedge Trade
Strong Q1 results mask cyclical, capital-intense and concentration risks — an actionable short-biased swing idea with clear entries, stops and targets.
Micron posted a blowout quarter (Q1 FY2026) with revenues of $13.643B and diluted EPS of $4.60, yet three long-term structural issues - memory cyclica...
Buy the Pullback: Celestica (CLS) — Engineering as a Durable Differentiator
Sequential margin expansion, AI/data-center product wins, and a cleaner balance sheet create a defined risk-reward into Q4 results.
Celestica has turned engineering competence into a competitive advantage: sequential revenue and margin improvement across FY2025 Q1-Q3, accelerating ...