Investor Strategy
The standard framing of BitMine Immersion Technologies (BMNR) is that it is a leveraged bet on Ethereum. That description is incomplete in a way...
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Almost everyone reading Micron’s chart draws the wrong lesson from it. The stock went up roughly 8.4 times from its 52-week closing low of...
Nokia’s 30% collapse in July looked like the market calling time on a hype cycle. It was not. Read the quarter and the opposite...
The comparison everyone is making is wrong in a specific, checkable way. Applied Optoelectronics (NASDAQ: AAOI) is being pitched across retail feeds as “the...
Boston Scientific has lost more than half its value in eleven months, and almost every explanation you will read blames a slowdown. That is...
The standard framing of BitMine Immersion Technologies (BMNR) is that it is a leveraged bet on Ethereum. That description is incomplete in a way...
D-Wave Quantum is not expensive because quantum computing is hyped. It is expensive because the market is valuing the wrong number. At $16.73 as...
Most Marvell Technology (MRVL) coverage frames the debate as a question about AI demand. The analyst distribution says the real disagreement is about something...
TSMC did not sell off because the quarter was bad. It sold off because the quarter was too good in the wrong line item....
Gold can be expected to rise to the next resistance level 4200.00 (which stopped the previous impulse wave i). Gold reversed from support area...
Middle East tensions spike oil prices, the UK transitions to Prime Minister Andy Burnham, and central banks navigate shifting inflation. Escalating US-Iran Conflict and...