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 clicksPlatform
Seeking Alpha
Everything we have picked from this writer, newest first.
Stephen Ayers 9 clicks
Broadcom Q3: Hardware Could Be The Missing Piece In An AI Portfolio
Broadcom's custom ASICs, co-packaged optics and Ethernet switches position AVGO as an AI hardware alternative alongside Nvidia, with…
Carla Magliocco 8 clicks
Broadcom: The Market Is Overreacting Again, And Now There's A Path To $30 In EPS
Broadcom targets $115 billion of AI revenue by 2027 and more than $30 in fiscal 2028 EPS after Q3 AI semiconductor revenue rose 221% year…
Steven Fiorillo 9 clicks
NIO: Shrinking Losses, Industry-Leading Margins And An Undervalued Price Tag
NIO beat Q2 expectations as delivery growth and higher ES8 and ES9 vehicle margins narrowed losses. Its shares trade at 0.35 times revenue.
The Asian Investor 4 clicks
Mosaic: Potash Is Holding Up, But Phosphate Economics Keep Me On The Sidelines
Mosaic’s potash business remains profitable, but negative phosphate margins, elevated sulfur and ammonia costs, and negative free cash flow…
DCF Value Investor 3 clicks
Expand Energy: Short-Term Protection From Hedges, Long-Term Upside
Expand Energy’s hedge book and Twin Eagle acquisition support free cash flow through weak gas prices, while LNG export growth could lift…
Elliott Gue 4 clicks
MiniMed Group: Recurring Revenues And Fresh Product Cycle
MiniMed Group's pumps, sensors and dosing algorithm expand recurring CGM and consumables revenue as separation costs roll off and cash flow…
Myriam Alvarez 2 clicks
Chewy: Q2 Faces A Much Lower Bar, And I'm Bullish
Chewy's Q2 hinges on stabilizing sales, active-customer growth and NSPAC after its forward EBITDA multiple fell from roughly 24x to 10.8x.
Bernard Zambonin 
Intuit: The Recovery Is Only Beginning
Intuit targets 9.1% FY2027 revenue growth and 23% EPS growth after Q4 revenue rose 13.7%, supported by Global Business Solutions, Credit…
Treading Softly 6 clicks
Edison International: Cheap For A Reason, But Should Be Able To Handle Fire Claims
Edison International faces Eaton Fire litigation, but a $1 billion customer-funded pool and the California Wildfire Fund support its…
Power Hedge 1 click
Netflix: A Second Monetization Cycle Is Just Getting Started
Netflix targets $51–51.4 billion of 2026 revenue, $3 billion of advertising revenue and $12.5 billion of free cash flow as its second…
The Curious Analyst 4 clicks
Chevron Stock Is A Bargain Amid Venezuela Deal
Chevron committed $7 billion to expand Venezuelan output as record U.S. production and elevated oil prices lifted Q2 earnings.
Bay Area Ideas 4 clicks
Meta Vs. Meta's 7.1% Bond Yield: Reality Check For Asset Allocators
Meta Platforms’ 7.1% long bonds set a high return hurdle for equity as user growth nears saturation and the stock trades at 6.5 times sales.
Tariq Dennison 2 clicks
IREN's Customers Are Starting To Fund The Build
IREN’s AI contracts now include customer prepayments covering 45% to 55% of GPU CapEx, while three-year pricing has risen 125% since…
Quantryon Capital 6 clicks
Chevron: Unclear Venezuela Opportunity, But Strong Fundamentals And Technicals
Chevron plans a Venezuelan JV expansion exceeding $7 billion to target 600,000 bpd at sub-$20-per-barrel costs, following Q2 adjusted EPS…
Mike Zaccardi, CFA, CMT 1 click
Dell's Earnings: Be Balanced While The Stock Explodes (Rating Downgrade)
Dell’s Q2 FY27 AI server demand drove explosive growth but margins reversed sharply, putting cash conversion and the durability of elevated…
Luca Socci 1 click
Salesforce: Agentforce Is Turning The AI Threat Into A Growth Catalyst
Salesforce’s Agentforce, Data 360 and Informatica adoption are positioned to monetize AI and accelerate its application business, despite…
The Curious Analyst 1 click
Reddit: Rapid Earnings Growth With Room For An AI Expansion
Reddit's advertising automation, proprietary data and Reddit Max are driving rapid revenue growth and margin expansion, while AI licensing…
Krzysztof Bogdanski 5 clicks
Enlight Renewable Energy: Impressive Growth Has Cast Its Shadow Too Far
Enlight Renewable Energy’s debt- and tax-equity-funded expansion cannot justify the growth embedded in its valuation, yielding a $60.17 DCF…
Sorin Muraru 1 click
Credo Is Now A De-Risked AI Compounder
Credo’s fiscal Q1 beat and raised outlook point to hyperscaler-led optical scale-up growth, expanding margins and free cash flow through…
Summit Research 1 click
Fastly: Record Q2 Confirms The Platform Inflection
Fastly's Q2 revenue rose 23%, while Security and Compute reached a $200 million run rate and drove record profitability.
Miletus Research 
Credo's Post-Earnings Selloff Creates Strong Buying Opportunity (Review)
Credo Technology's 40% pullback follows Q1 despite its shift from copper AECs to optical connectivity, with 1.6T products and OmniConnect…
Danil Sereda 1 click
Hydreight Technologies: A Strong Quarter With Some Yellow Flags (Rating Downgrade)
Hydreight Technologies' Q2 revenue rose 12% sequentially to $28 million, while gross margin fell to 19.4% and cash burn stayed elevated,…
Fernanda Galvez Jalil 2 clicks
EPAM Systems: AI Is Eating The Old Business, But 8.7x Earnings Is Too Cheap
EPAM’s AI-native revenue exceeds 11% and is growing sequentially as legacy services weaken; Engine Capital seeks a $750 million buyback…
Eudaemon Research 2 clicks