Gold Rally Accelerates: Eyes on the 4565.00 Resistance, 12…
Gold can be expected to rise further to the next resistance level 4565.00 – former resistance form May and the target for…
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 tired. Most…
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 sector ETFs…
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 year earlier,…
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 is wrong,…
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 top of…
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 company listed.…
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 market keeps…
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 is the…
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 has ever…
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 power once…
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 high. US…