Meta And Alphabet Will Beat OpenAI And Anthropic
Meta and Alphabet can fund AI with core profits, proprietary data and in-house infrastructure, giving META and GOOG pricing and…
Cain Lee 4 clicksPlatform
Seeking Alpha
Everything we have picked from this writer, newest first.
Cain Lee 4 clicks
Alliance Resource Partners: A ~10% Yield Backed By Contracted Coal And Growing Royalties
Alliance Resource Partners has 2026 coal sales fully contracted and is expanding oil and gas royalties through AllDale, supporting its 9.8%…
Timur Mekhantev 5 clicks
Iovance: Buy Now Before Many Growth Catalysts Kick In
Iovance raised 2026 revenue guidance to $410–$420 million as Amtagvi adoption accelerates, with melanoma, lung cancer and international…
Hunting Alphas 3 clicks
Investing In Gold At The Edge: Start-Up Blue Lagoon
Blue Lagoon (BLAGF) is cash flow positive from high-grade gold and silver at its Boulder Vein, with just 10% of its property explored.
Patient Tech Investor 4 clicks
Geely: Strategic NIO Battery Deal Is A Win
Geely’s ZEEKR nearly doubled first-half 2026 deliveries to 178,000, while Geely bought 30% of NIO’s battery-swapping unit to reduce…
The Asian Investor 6 clicks
Pyxis Oncology: Better Runway Is Bullish For MICVO's Remaining R&D
Pyxis Oncology's recent financing extends MICVO's runway to clinical milestones as the oncology candidate works to establish a safe,…
Myriam Alvarez 3 clicks
W.P. Carey: Rising Rates, Rising Rents
W.P. Carey’s CPI-linked leases cushion inflation, but capped escalators, sub-7.5% acquisition cap rates and refinancing costs threaten AFFO…
REITer's Digest 4 clicks
Kimbell Royalty Partners: The Growth Story Is Just Getting Started
Kimbell Royalty Partners’ Mesa and Drop Down acquisitions lift 2026 production guidance 15%, while 13% dividend yield, unit dilution and…
Investor Overview 3 clicks
Outdoor Holding Company: Undervalued Against Peers
Outdoor Holding (POWW) trades at 7.5x forward EV/EBITDA, 33% below peers, after 22% first-quarter revenue growth; 20 million in-the-money…
Sorrento Research 3 clicks
M&T: Buy Reaffirmed, Despite Market Pullback, As Growth And Earnings Story Remain Strong
M&T Bank's 10.4% five-year revenue CAGR, improving net interest margin and commercial loan growth support its earnings resilience despite a…
Albert Anthony 3 clicks
Beware, Bears: Chipmakers Are Still Lubricating The AI Financing Wheel
Chipmakers are backstopping AI compute financing with guarantees, equity and loans, delaying a potential neocloud debt squeeze.
Deep Value Investing 4 clicks
Howard Hughes: Still Attractive Despite Risks Of Rapid Transition
Howard Hughes plans to raise nearly $4 billion by selling real estate assets and condos, accelerating Vantage’s insurance expansion while…
Gary Gambino 4 clicks
Walmart: Fiscal 2028 Consensus Leaves No Room For Diesel Or Rollbacks
Walmart's FY28 consensus requires 15–18% operating-income growth above plan despite diesel costs, price investments and a non-recurring…
Sameer Shahzad 3 clicks
Magnolia Oil & Gas: The WildFire Acquisition Closes
Magnolia Oil & Gas closed its $4 billion WildFire acquisition, adding Eagle Ford acreage with cost synergies and funding the deal with…
Long Player 3 clicks
Phillips 66: Earnings Conditions Look To Be Structural, Rather Than Cyclical
Phillips 66 expects a structural refining-capacity gap to sustain crack spreads, driving $27.3 billion of after-tax earnings over four…
Andres Veurink 3 clicks
ServiceNow: Still A 'Strong Buy' As AI Revenues Gain Traction
ServiceNow expects AI annual contract value to reach $1.5 billion by year-end, with assist-pack consumption pricing supporting growth…
Jetstream Research 3 clicks
Boeing F/A-XX Win: A Surprise Blow For Northrop
Boeing won the $20 billion Navy F/A-XX contract after securing the Air Force F-47, concentrating U.S.
American Healthcare REIT: A Dip Buy Driven By Senior-Care And Outpatient Tailwind
American Healthcare REIT’s senior-housing and outpatient portfolio is driving FFO growth and dividend safety, while a rich valuation limits…
Albert Anthony 2 clicks
Belden Inc.: The Ruckus Debt Looks Scarier Than The Math
Belden targets net leverage of 2.9x by 2027 from 3.9x, using RUCKUS's 65%+ gross margins and free cash flow to reduce debt.
Lee Bailey 1 click
Mattel: M&A Buzz And A CEO Change Create Substantial Uncertainty
Mattel rose 19% on takeover speculation, but a potential $20-per-share bid, margin pressure and CEO transition leave its standalone…
Seeking Profits 1 click
STAAR Surgical: A Recovery Story Priced As Growth
STAAR Surgical derives 56% of Q2 sales from China and trades near 3x EV/sales despite weak U.S.
Stephen Ayers 1 click
Constellium: The Spread Between Feedstock And End Prices Keeps Widening
Constellium’s widening feedstock-to-end-price spread supports 2026 EBITDA guidance of $980M-$1.02B and free cash flow above $300M.
Andres Veurink 1 click
Regeneron And Sanofi Announce A Win-Win Collaboration Expansion
Regeneron and Sanofi expanded their antibody partnership, giving REGN $1 billion upfront, up to $7 billion in milestones and a 50:50 global…
Chipotle: Takeover Talk Aside, The Margin Math Is Why I Still Say Buy
Chipotle's Q2 revenue rose 9.3% as traffic and market share grew; the case rests on pricing catching inflation to restore margins.
The Alpha Analyst 1 click