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Getting Ahead Of The Holiday Rush: Amazon And 2 Top Stocks To Buy
Online holiday shopping could reach a record $275.1B, up 6.7% YoY, as consumer spending remains resilient despite stubborn inflation and elevated inte...
Sandisk: The Buyback Pays More Than My Base Case, Wait For A Better Entry Point
Sandisk remains a Hold, but is approaching a Buy-the-dip zone near $1,600, with $1,250 offering a strong margin of safety. SNDK's premium to Micron is...
Micron Technology: Not At Its Peak, At Least Not Yet
Micron Technology is initiated with a BUY rating and a $1,360 base-case price target, implying 27% upside. FY2026 marked a structural step-change: rev...
AI Stocks: Winter Is Coming
AI can create enormous economic value without shareholders capturing all of it. Competition, lower prices, and taxation could redirect part of those g...
Enbridge: Why We Just Bought 1,000 More Shares
Enbridge is executing $3.2B in accretive crude acquisitions while maintaining its 4.5x-5.0x debt/EBITDA target. ENB leverages joint ventures and hybri...
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