Apple: Why iPhone Duo Will Likely Dominate The Foldables Market
Apple’s iPhone Duo foldable pairs a TSMC 2 nm chip, IP68 protection and iOS 27 features, positioning it against Samsung’s Galaxy Z Fold 8.
Mark Hibben 2 clicksPlatform
Seeking Alpha
Everything we have picked from this writer, newest first.
Mark Hibben 2 clicks
Independence Realty Buying Centerspace: Opportunity And Implications
Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share…
Nucor Corporation: Steel Tariffs And Trade Spats
Nucor's growth and $250 fair value estimate hinge partly on the U.S.-Canada steel tariff dispute.
Ray Merola 1 click
Petrobras: A Double-Check On My Top Pick
Petrobras trades at a 40–56% discount to peers despite sector-leading margins, with higher oil prices improving free cash flow ahead of…
Multiplo Invest 
Shopify: Buy The Affirm Australia Expansion, But Do Not Chase Blindly
Shopify posted 34% Q2 FY2026 revenue growth and $654 million in free cash flow as Shop Pay Installments expands to Australia, while trading…
Sharon McArd 1 click
The Nvidia Experiment That Makes Palantir Harder To Dismiss
Palantir's NVIDIA supply-chain deployment supports its enterprise AI moat, but PLTR's 48x current-year sales valuation remains demanding.
High Alpha Professor 1 click
Broadcom Could Be Above $1,000 In 2 Years
Broadcom targets $230 billion in AI revenue by 2028 as custom XPUs and multiyear orders from Anthropic, OpenAI and Meta drive growth.
PropNotes 2 clicks
Amazon: Anthropic's IPO Can Be A Game Changer
Amazon’s AI-driven AWS and data center spending increasingly determine its valuation, while an Anthropic IPO could validate compute demand…
Ricardo Fernandez 3 clicks
Tsakos Energy Navigation: Watch Those Oil Prices
Tsakos Energy Navigation benefits from higher oil prices and stronger tanker sentiment, but faces long-term demand destruction and…
Long Player 
NewtekOne: Pivot Towards Holding Guaranteed Loans A Good Strategy
NewtekOne’s bank conversion and retention of SBA-guaranteed loans target recurring income, while a 6% yield and book-value valuation…
Stephen Nemo 1 click
Qualcomm Vs. Marvell: The Better AI Business Is The Worse Stock
Qualcomm offers more valuation cushion than Marvell despite Marvell’s stronger AI revenue, as its Amazon partnership supports data-center…
Delta Analyst 1 click
Imperial Petroleum: Buy On Strong Prospects And Substantial Share Repurchases
Imperial Petroleum's record Q2 cash generation, major share repurchases and a $32 million Suezmax sale gain set up another record quarter.
Henrik Alex 3 clicks
The Williams Companies: A Tough Competitor Tackles The Northeast
Williams Companies faces a revoked Northeast pipeline permit while pursuing growth through Momentum Midstream, Gulf export access and…
Long Player 
Rigetti: If You Wanted To Buy Quantum, Do It Now
Rigetti's 108-qubit chiplet technology, $100 million CHIPS Act award and cash reserves support a speculative quantum case despite minimal…
Julia Ostian 1 click
Sony: Quiet Quality, Stealthy Growth
Sony's financial-services deconsolidation and TSMC sensor venture sharpen a higher-margin entertainment and imaging business, with segment…
LA Capital 
Broadcom: The Performance And Economic Benefits Of OpenAI's JalapeñO Inference Chip
Broadcom and OpenAI’s Jalapeño inference chip targets lower latency and power use at less than half the cost of Nvidia GPUs.
Michael Fitzsimmons 1 click
BridgeBio Pharma: Attruby Peak Sales Set To Rise
BridgeBio Pharma raised Attruby peak-sales guidance as kidney-benefit data, fewer hospital days and competitor setbacks strengthen its…
Atticus Analysis 
Gaming And Leisure Properties: Guilty By Association With VICI
Gaming and Leisure Properties raised AFFO guidance and dividends after Q2, trading at 10.2 times forward AFFO with an 80% payout ratio and…
TD Synnex: Hyve Strengthens The Story, But The Valuation Already Reflects Much Of It
TD Synnex's Hyve growth supports its premium valuation, but weak cash conversion, working-capital absorption and external financing temper…
PV Research 
DHT Holdings: Quality Balance Sheet And Defensible Positioning
DHT Holdings' low-leverage VLCC fleet has paid 66 consecutive dividends, with charter income covering forecast costs and spot earnings…
Arizona Equity Research 
Vistra Is Down, But The Growth Narrative Just Got Stronger
Vistra's 12% pullback coincides with higher EBITDA expectations, electricity demand from ERCOT and PJM data centers, and long-term Meta and…
Investor Overview 1 click
Tesla Vs. Alphabet's Waymo: Battle Of The Robotaxi Behemoths Post Cybercab Launch
Tesla’s camera-only Cybercab enters a U.S. robotaxi market where Waymo already delivers 500,000 weekly rides, pitting scalable autonomy…
Doron Levin 1 click
ASML: Samsung Adds Fuel To The Next EUV Growth Cycle (Rating Upgrade)
ASML’s expanding EUV customer list includes Samsung, while 2026 guidance calls for about 65 low-NA systems and EUV revenue growth above 45%.
Deep Value Investing 1 click
ServiceNow: A Gem Beating The SaaSpocalypse Narrative
ServiceNow expects AI to rise from 9.5% to 30% of revenue by 2030, supporting $30–32 billion in subscription revenue and margins above 80%.
Louis Gerard 3 clicks