Grab: The Growth Story Is Just Beginning
Grab Holdings dominates Southeast Asian ride-hailing and food delivery, trading at 23 times earnings while profits grow rapidly.
A.J. Button 2 clicksPlatform
Seeking Alpha
Everything we have picked from this writer, newest first.
A.J. Button 2 clicks
SSR Mining: The Cash Is In, And Shares Are Still Cheap
SSR Mining holds $1.8 billion cash with no debt after exiting Turkey, while higher costs persist.
The Supercycle Investor 3 clicks
Credo's Selloff Is Missing The Bigger AI Opportunity
Credo's 115% revenue growth to $479 million supports its shift from AEC cables toward AI connectivity, with optical products expected to…
Simple Investment Ideas 1 click
Boeing Needs To Come Down From Orbit (Rating Downgrade)
Boeing is downgraded to sell as its $715.26 billion backlog has yet to deliver profitability and cash flow sufficient to support its…
Daniel Jones 1 click
LTC Properties Upgraded To Buy, A Monthly Income Opportunity Driven By Senior Care (Rating Upgrade)
LTC Properties’ shift toward independent and assisted living supports FFO growth and monthly dividends, while operator concentration and…
Albert Anthony 
Wells Fargo: Stick To High-Yield Preferred Shares During Interest Rate Volatility
Wells Fargo Series L preferred shares yield 6.55%, with preferred dividends consuming 4% of Q2 2026 profit and no call risk.
The Investment Doctor 2 clicks
Innodata: Expensive Today But The Growth Story Is Getting Stronger (Rating Upgrade)
Innodata's Q2 2026 revenue rose 58% to $92.1 million as AI datasets lifted margins, though two clients still supplied 71% of sales.
Investor Overview 2 clicks
Everspin Technologies: The Teledyne Deal Is Validation, Not Revenue
Everspin's Q2 revenue rose 42% and gross margins exceeded 50%, while Teledyne's $40 million defense agreement depends on milestone purchase…
Sam Mancini 2 clicks
Hershey: The Bear Case Just Melted, I'm Upgrading To Bullish While Yielding 3.32%
Hershey raised guidance after a Q2 beat as cocoa deflation and improved logistics support margins.
Steven Fiorillo 1 click
CoreWeave Is More Than A GPU Rental Company
CoreWeave’s $104 billion backlog supports its contracted AI infrastructure model, but high leverage, customer concentration and Nvidia…
Simple Investment Ideas 2 clicks
A Broadening Industrial Recovery Is Driving Better Results At Hurco
Hurco returned to operating profit after 11 loss-making quarters as sales, margins and orders improved, led by a broadening U.S.
Stephen Simpson 2 clicks
McEwen Inc.: The Gold Bar Miss Is Fixable, The Copper Is Free
McEwen Inc. targets production growth from 115,700 ounces in 2025 to 300,000 by 2030, with Los Azules copper optionality and a McEwen…
The Bullionaire 
Broadcom: The Market Has It Wrong
Broadcom targets $59 billion in FY2026 AI revenue after Q4 guidance implied 93% sales growth, with operating leverage offsetting lower…
Louis Gerard 2 clicks
Nebius: Surging Spot Prices Has Me Bullish For Next Year
Nebius targets at least 1GW of annual capacity additions through 2027 as $40 billion of backlog and higher GPU rental prices support…
Andres Veurink 1 click
Eli Lilly Stock Is Not Done Growing Yet, But It's Due For Compression (Rating Downgrade)
Eli Lilly's Q2 revenue rose 48% on Mounjaro and Zepbound, but its 31.5 forward P/E leaves the stock due for valuation compression despite a…
Oliver Rodzianko 1 click
Looking For A 2027 Defense Play: Honeywell Fits The Bill
Petri Dish Reports 5 clicks
Equinor: Positive Fundamentals Could Be Stifled By EU Emergency Measures (Rating Downgrade)
Equinor’s H1 2026 net income doubled to $7.94 billion as European gas prices rose, but EU energy-crisis measures could curb profitability.
Zoltan Ban 5 clicks
Broadcom: The AI Tollbooth Is Becoming An Earnings Machine
Broadcom's AI semiconductor revenue rose 221% year over year as custom silicon programs and VMware software cash flows fund further…
Simple Investment Ideas 4 clicks
The Afterburners Could Kick In Soon On Southwest Airlines Stock - Rating Upgrade
Southwest Airlines is adding ancillary fees, assigned seating and premium products after a 6.7% Q2 adjusted operating margin, targeting up…
Tim Dunn 1 click
Jensen Huang's Latest Deal Is Expensive, But It Strengthens Nvidia's Moat
Nvidia’s $12.93 billion Hugging Face acquisition pays 86 times annualized revenue for control of an AI developer ecosystem spanning 18…
High Alpha Professor 1 click
Oklo Inc.: The AI Power Trade Is Getting More Tangible
Oklo’s Q2 progress includes Groves’ first criticality and Aurora agreements, while equity dilution cut its price target to $88 despite a $3…
The Curious Analyst 2 clicks
Richardson Electronics: The Turnaround Is Real, The Cash Flow Is Not
Richardson Electronics posted 27.6% Q4 FY26 revenue growth and $0.21 non-GAAP EPS, but trades at roughly 43 times trailing earnings as BESS…
Naples Investor 1 click
Roblox: The Flywheel That Spun For Free Now Has A Bill
Roblox faces its first year-over-year DAU decline in Q3 2026, with bookings projected to fall 14-18% as fixed costs and infrastructure…
Stephen Ayers 2 clicks
Summit Therapeutics: The High Stakes Of Translating China Clinical Data To The U.S.
Summit Therapeutics needs HARMONi-3 and Western-subgroup data to validate China-based ivonescimab results, while $690.7 million in Q2 cash…
Stephen Ayers 9 clicks