Stock Market
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 before the story got...
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 from $8.1 million a...
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 why is wrong. The...
Dollar mostly flat after inflation meets expectations
The US dollar has held around familiar areas with July’s inflation matching the consensus precisely. American inflation, headline and core,...
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 for no reason. That...
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 it sits at the...
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 Micron because a Chinese...
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 is the part the...
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 this stock, and it...
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 almost no software company...
