Economy
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...
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...
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 mid-January and a seven-week...
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 campus in Texas, turning...
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 it would not. The...
