LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan. 11, 2025, 2:08 a.m.
ASML's Strategy to Extend Moore's Law
Jan. 7, 2025, 9:50 a.m.
OpenAI says it knows how to make superintelligence now
Jan. 7, 2025, 1:32 a.m.
Comparing the Financials of Databricks and Snowflake
Dec. 30, 2024, 11:35 p.m.
The Future of TV or Just Another Netflix Hit?
Dec. 19, 2024, 12:10 a.m.
Tesla: Aiming For The Moon
Jan. 17, 2025, 8:35 p.m.
Sea Limited: The Three-Headed Monster Roars On
Dec. 17, 2024, 7:03 p.m.
Palantir: Back To 2021 Valuation
Dec. 6, 2024, 12:42 p.m.
Opendoor: Beaten And Forgotten
Nov. 25, 2024, 6:01 p.m.
Marqeta: Stuck In Another Limbo
Nov. 21, 2024, 2:38 p.m.
Grab: A Waking Giant
Nov. 17, 2024, 8:30 a.m.
Hims & Hers: Undeservedly Undervalued
Nov. 9, 2024, 3 p.m.
SoFi: Monster Move Ahead
Nov. 6, 2024, 10:44 a.m.
PayPal: Just 3 Million Shy Of Making Another Record
Oct. 31, 2024, 4:05 p.m.
Lululemon Athletica: Quality Rarely Trades At A Discount
Sept. 4, 2024, 8:30 a.m.
Palantir: Accelerating But Overheating
Aug. 28, 2024, 12:48 p.m.
On Holding: Up 60% YTD, Still More Room To Run
Aug. 24, 2024, 3:30 a.m.
Grab Holdings: The Good, The Bad, And The Ignored
Aug. 17, 2024, 1:53 p.m.
Undercovered Dozen: Root, Marqeta, Caesars Entertainment, Rumble, Pubmatic +
Aug. 16, 2024, 8 p.m.
Sea Limited: $100 Inbound
Aug. 15, 2024, 4:14 a.m.
Enphase: The Turnaround Begins
Aug. 13, 2024, 6:57 p.m.
Marqeta: Block Contract Finally Lapped, Reentering Growth Mode
Aug. 10, 2024, 7:48 a.m.
Hims & Hers Health: Buy The Dip, With Or Without The GLP-1 Shortage
Aug. 7, 2024, 1:23 p.m.
Opendoor: Outperformance Is Not Enough
Aug. 5, 2024, 4:55 p.m.
8 Reasons To Buy PayPal
Aug. 2, 2024, 12:52 p.m.
8 Reasons To Buy SoFi
July 31, 2024, 11:57 p.m.
6 Reasons To Buy Tesla
July 29, 2024, 4:16 p.m.
10 Reasons To Buy Lululemon
July 16, 2024, 6:59 p.m.
7 Reasons To Buy Block
July 1, 2024, 6:22 p.m.
8 Reasons To Buy On Holding
June 18, 2024, 2:54 p.m.