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This Is A Stock Picker's Market
Amazon faces scrutiny over its rising CapEx and declining free cash flow, prompting a downgrade from strong buy to hold amid concerns about capital al...
Palantir Will Rise Again
Palantir is structurally advantaged in data-centric defense and regulated enterprise markets, with FY25 revenue of $4.475B, 954 customers, and no >10%...
Microsoft's Impossible Situation
SaaS companies have sold off in recent weeks thanks to the so-called "SaaS-pocalypse." Microsoft, as the pre-eminent SaaS company, has not been spared...
SCHD's Dividend Growth Engine May Be Entering Its Most Powerful Phase Yet
Our controversial dividend call on SCHD sparked backlash — but the data now tells a very different story. A powerful market rotation is unfolding, and...
Citrini Research's '2028 Global Intelligence Crisis': How Worried Should We Be?
The Citrini Research report sparked market fears of severe AI-driven disruption, projecting unemployment over 10% and a sharp S&P 500 decline by 2028....
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