SanDisk SNDK stock prediction: $2,400 bull vs $1,150 bear
A stock that has risen 35-fold in a year cannot be analysed like a semiconductor company.…
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Lithium Americas LAC stock prediction: $7.20 bull case vs…
The United States government does not own five per cent of Lithium Americas Corp. (NYSE: LAC).…
MP Materials MP stock prediction: $82 bull case vs $38 bear…
The most repeated sentence about MP Materials is also the least accurate one: that Washington “bought…
Bloom Energy BE Stock Prediction: $360 Bull vs $130 Bear
Bloom Energy is the rarest thing in the AI-power trade: a company where the fundamentals arrived…
BigBear.ai BBAI Stock Prediction: $5.60 Bull vs $2.25 Bear
BigBear.ai grew revenue 13% last quarter and its shareholders got poorer. That is not a contradiction,…
NuScale SMR Stock Prediction: $18 Bull vs $4.50 Bear
NuScale Power booked $75,000 of revenue last quarter. Not $75 million – seventy-five thousand dollars, down…
Energy Stocks: CCJ $99, CEG $279, EQT $54 and VST $147
Energy has been the best-performing corner of the market this month, and almost every explanation of…
Dollar mostly flat after inflation meets expectations
The US dollar has held around familiar areas with July’s inflation matching the consensus precisely. American…
Arm ARM stock prediction: $412 bull case vs $158 bear case
The story told about Arm Holdings after 29 July is that a great quarter got sold…
Intel INTC stock prediction: $148 bull case vs $62 bear case
Intel did not lose $11 billion last quarter. That number is real, it is audited, and…
CXMT’s 466% debut hit Micron and SK Hynix — its…
The market did not sell Micron because a Chinese company started making high-bandwidth memory. It sold…
Applied Digital $APLD Stock Prediction: $68 Bull Case vs…
Applied Digital is not an AI story that needs the AI trade to keep working. That…
IREN Stock Prediction: $84 Bull Case vs $22 Bear Case
IREN’s revenue is going backwards. That single fact is missing from almost every bullish write-up of…
Gold Jumps 7.2% and the Quiet August Myth Falls Apart
Key facts Gold rose ~7% on the week to $4,340.70/oz — its strongest weekly showing since…
Palantir PLTR Stock Prediction: $245 Bull Case vs $98 Bear…
Palantir is not expensive because investors are irrational. It is expensive because it is doing something…
Riot Platforms Just Signed a $9.1 Billion AI Lease…
Riot Platforms has signed a 20-year lease for 191 megawatts of data-center capacity at its Rockdale…
CoreWeave CRWV price prediction after Q2: $106 bull, $79…
CoreWeave does not need to beat the Street on Tuesday, because CoreWeave already told the Street…
Bessent Made Three Moves as the 30-Year Yield Hit 5.27%.…
Treasury Secretary Scott Bessent’s intervention in the yen, a carefully altered debt-issuance sentence and his public…