Independent equity research, trades, and weekly market notes.
Micron ranks among 2026's top performing stocks as demand for DRAM and high bandwidth memory climbs. The DRAM market is concentrated in three compani…
Costco’s membership model supports a predictable revenue stream with renewal rates above 90%. Last quarter revenue rose 9.2% while net income strengt…
Investors await Fed direction as monetary policy balances employment and price stability amid heightened geopolitical risk. Recent oil market moves l…
The Fed must balance employment and price stability while geopolitical shocks, notably the Iran conflict and an oil spike, risk feeding inflation thr…
Dynatrace's AI-driven observability platform, improving buyer interest after recent results, and strong margins and free cash flow supported by a lar…
SentinelOne continues to report solid earnings while its share price remains under pressure amid industry valuation concerns and slowing enterprise I…
Dollar General operates roughly 21,000 stores and is expanding into rural America while adding produce to hundreds of locations. Revenue grew about 5…
Oracle led the AI sector correction that began in October and its share price has declined more than 50% from recent highs. The company reported nega…
Fear & Greed is moving toward extreme fear amid rising US-Iran tensions. Oil spiked last week and the VIX reached its highest level in ten months. Th…
Rising geopolitical tensions and an oil price shock have pushed market sentiment toward fear and lifted volatility, while a depleted strategic reserv…
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