Sofia Navarro

Sofia Navarro

REITs & Infrastructure Analyst

Real estate and infrastructure analyst covering REITs, data centers, and communications infrastructure. Background in real estate underwriting and debt structuring. Focuses on lease economics, same-store NOI, cap rates, and balance-sheet resilience through rate cycles.

Articles 760

Feb 6, 2026 Trade Ideas

Advance Auto Parts: A Liquidity-Backed Turnaround With Asymmetric Upside

Balance-sheet repairs and asset dispositions create a low-probability, high-reward swing trade—enter on weakness, size small.

Advance Auto Parts (AAP) looks like a classic liquidity-driven turnaround: Q3 (fiscal) shows a small operating income and a near-breakeven net result,...

Trade Idea Long
Dueling Digital Tactics Define Texas Democrats’ Senate Primary Contest
Feb 6, 2026 News & Politics

Dueling Digital Tactics Define Texas Democrats’ Senate Primary Contest

Jasmine Crockett and James Talarico deploy contrasting online approaches to galvanize voters and build momentum for March 3 nomination

In the race for the Texas Democratic U.S. Senate nomination, challengers Jasmine Crockett and James Talarico showcase distinctly different digital cam...

Feb 6, 2026 Finance

Uber’s Stock Decline Contrasts With Strong Financial Metrics Pointing To Value Potential

Despite a recent drop in share price, rising cash flow and operational growth suggest Uber could be undervalued heading into 2026

Uber Technologies Inc. has experienced a significant share price decline of over 12% in the last month amid a broader year-to-date decrease of 9.23%. ...

Former USAID Unit Relaunches as Independent Nonprofit Backed by Private Philanthropy
Feb 6, 2026 News & Politics

Former USAID Unit Relaunches as Independent Nonprofit Backed by Private Philanthropy

DIV Fund emerges to sustain and expand innovative global development projects amid government funding cuts

After being defunded and disbanded during federal budget reductions, a prominent development innovation unit previously operating within USAID has ree...

Stellantis Undertakes Major Strategic Overhaul Amid Significant Financial Losses
Feb 6, 2026 Business News

Stellantis Undertakes Major Strategic Overhaul Amid Significant Financial Losses

Automaker recalibrates electric vehicle initiatives as market demand and regulatory changes reshape industry landscape

Stellantis, the automotive company behind brands such as Jeep and Chrysler, has announced a substantial strategic reset following unsuccessful heavy i...

Feb 6, 2026 Finance

Stalled Giant Mining Merger Highlights Persistent Industry Challenges

Glencore and Rio Tinto Unable to Bridge Valuation Gap in $200 Billion Deal Talks

A proposed merger between mining giants Glencore and Rio Tinto fell apart at the final hurdle due to disagreements over valuation and ownership stakes...

Internet Computer's Prospects in 2026: Assessing Potential and Challenges
Feb 6, 2026 Finance

Internet Computer's Prospects in 2026: Assessing Potential and Challenges

A detailed analysis of Internet Computer’s performance, developer engagement, and future outlook amid a competitive crypto landscape

Internet Computer (ICP), once heralded for its ambition to revolutionize the internet through decentralization, has faced significant setbacks since i...

Feb 6, 2026 Finance

Intel and AMD Face Extended Server CPU Delivery Delays Amid Rising AI Infrastructure Demand in China

Supply constraints stretch lead times and push pricing upward as AI growth strains global chip availability

Intel Corporation and Advanced Micro Devices Incorporated are currently experiencing significant supply bottlenecks for server CPUs in China due to in...

Feb 6, 2026 Finance

Atlassian Shares Climb Following Strong Q2 Fiscal 2026 Performance

Robust Cloud Revenue and Increased Guidance Propel Market Confidence

Atlassian Corporation experienced a notable increase in its stock price on Friday, propelled by its strong fiscal second-quarter 2026 results that sur...

Feb 6, 2026 Trade Ideas

MannKind in 2026: Afrezza Momentum, FUROSCIX Lift and a Trade Plan to Ride Revenue Re-Acceleration

A data-driven, actionable long idea: entry, stop, targets and the balance-sheet realities that matter.

MannKind (MNKD) looks set for a revenue inflection in 2026 driven by Afrezza commercialization tailwinds and the October 2025 scPharmaceuticals acquis...

Trade Idea Long