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$TSLA: Core Business Overlooked Amid Sky-High Robotaxi and Optimus Valuations.

The market continues to assign an enormous premium to unproven future businesses while the core automotive and energy operations trade at levels that look detached from fundamentals.… Show More

$UBER: The AV Narrative Is Overblown and the Aggregator Wins

The bears hyper-focused on AVs supposedly killing the company have it all wrong. Uber's strategy as the central demand aggregator is working, delivering strong growth, and positioning the business… Show More

IBM: Technical Levels To Watch After Today's Rout

$IBM is down 24% as we speak, after pre-announcing weaker-than-expected Earnings originally scheduled for release on 7/22/26.

Let's notice on my attached 4-hour chart that IBM has been traversing a wide… Show More

Michael Burry’s Short on Micron $MU: Why the Perma-Bear Might Actually Be Right this time

The financial internet loves to laugh at Michael Burry. When he launched his Substack and joked about being "the boy who cried wolf," the market consensus… Show More

$CRM: Undervalued Platform Powerhouse with Explosive Agentforce Momentum.

This is a high-quality compounder trading at an unjustifiably depressed valuation given its entrenched platform position, accelerating AI momentum via Agentforce, and clear path… Show More

PLTR: The Bounce Both Bulls and Bears Agree On

Palantir $PLTR is a unique one, and it always has been.

Go back to its first days as a public company and try to find the stretch where fundamentals drove this stock. I will save you the time. It does not exist.… Show More

$NBIS: Nebius Group Poised for Sustained Hypergrowth in AI Infrastructure

Nebius Group stands out as one of the most compelling plays in the AI infrastructure space right now. The Microsoft partnership has transformed the trajectory, and the business continues… Show More

$BABA: Policy Tailwinds, Cheap Valuations, and Capital Returns Create a Compelling Setup for Alibaba.

China stocks represent one of the most compelling risk-reward setups in global markets right now. After years of regulatory clean-up and property sector… Show More

$DG.PA: Attractive Valuations and Strong Dividend Growth Set the Stage for Outperformance.

This disciplined approach of buying strong global companies at attractive valuations with high dividend yields offers compelling risk-adjusted returns in today's… Show More

$EYE.L: I am cautiously bullish on Eagle Eye Solutions Group.

This micro cap SaaS player in retail loyalty and personalised promotions has turned a corner with accelerating underlying momentum that the market is only beginning to price in. The original… Show More