Microsoft: Cheap After A 27% Rally As The AI Bear Case Cracks
Microsoft’s Azure growth reached 43% as cloud and AI demand outpaced supply, while M365 Copilot’s seat-plus-consumption model supports…
D.M. Martins Research 1 clickPlatform
Seeking Alpha
Everything we have picked from this writer, newest first.
D.M. Martins Research 1 click
Meta: AI Is Working, But The $279 Billion Bill Just Arrived
Meta’s AI-driven advertising gains face a $279 billion infrastructure bill, making capital efficiency and post-2028 free-cash-flow…
Delta Analyst 
Marvell Technology: Qualcomm Just Entered Its AWS Territory, But The Buy Case Still Holds
Marvell’s AWS data-center revenue rose 46% in Q2 FY2027 as Qualcomm enters custom silicon and optical connectivity.
Eudaemon Research 2 clicks
AppLovin: A Misunderstood Business Makes For One Of The Best Investments
AppLovin's AXON mobile ad platform drove 55% revenue growth and 77% net income growth, while APP trades at 24 times earnings after its SEC…
Andres Veurink 1 click
Rubrik: Plenty Of Steam In This Rally As AI Security Concerns Grow
Rubrik's Q2 results and AI-driven cybersecurity demand have lifted RBRK nearly twofold from its year-to-date low, alongside a larger 2029…
Gary Alexander 3 clicks
lululemon: A Fall From Grace, But I'm Still Holding On (Rating Downgrade)
Lululemon’s Q2 revenue fell 3.2% and core product sales dropped 20%, while tariff refunds masked worsening Americas margins and comparable…
Gytis Zizys 2 clicks
Bloom Energy: Valuation Attractive, Buy This Dip
Bloom Energy's Q2 2026 revenue rose 165.5% as AI data-center demand lifted fuel-cell sales, prompting $3.9 billion to $4.2 billion…
Oakoff Investments 1 click
Dassault Aviation: Rafale Upside Makes This A Strong Buy
Dassault Aviation reported 46% first-half sales growth and a €45.4 billion backlog, with Rafale F5 demand offsetting Falcon 10X delays and…
Dhierin Bechai 1 click
T1 Energy: G2_Austin Can Change Profits From 2027
T1 Energy’s G2_Austin factory is expected to lift margins and add vertical integration from 2027, but requires substantial financing that…
Investor Overview 
MKS Instruments: Penang Expansion Boosts WFE Outlook Despite Margin Pressure
MKS Instruments posted $1.25 billion in Q2 revenue and is expanding Penang capacity for a $200 billion to $250 billion wafer-fab-equipment…
The Straits Strategist 
Arista Networks Vs. Celestica: The White Box Wins
Celestica’s white-box Ethernet switches gain AI demand, margin expansion and faster growth as Arista Networks holds gross margins near 63%…
Uttam Dey 1 click
CBL & Associates Properties: This Cheap 4.6% Mall REIT Still Has Room To Run
CBL trades at 7.6 times forward AFFO despite stronger leasing spreads, raised guidance and a 4.6% dividend yield.
Philip Wang 1 click
Enel Chile S.A.: Cheap, Profitable, And Operating In Chile's Next Great Energy Revolution
Enel Chile uses battery storage and grid management to turn renewable oversupply into flexibility, lifting H1 2026 EBITDA 3.9% and net…
Ryan Canady 4 clicks
Materion: I Was Being Too Cautious (Rating Upgrade)
Materion's value-added EBITDA margin rebounded to 23.1% as backlog rose 30%, led by electronic-materials and defense demand.
Andres Veurink 
The AI Trade Is Rotating From Memory To Interconnects, And Corning Is The Best Way To Play It
Corning targets AI data-center optical interconnect demand, backed by customer-funded supply agreements and operating margins above 20%.
Alpha Mantra 1 click
CHPY: Anthropic's AI Slowdown Call Makes This 40% Yield ETF More Attractive
CHPY pairs a roughly 40% distribution rate with capped weekly upside for investors retaining semiconductor exposure amid Anthropic's AI…
Geneva Investor 1 click
Barnes & Noble Education: Improving Fundamentals
Barnes & Noble Education is shifting from campus bookstore retail toward recurring-revenue infrastructure for inclusive-access course…
Given Mahlangu 3 clicks
Duluth Holdings: The 'Build To Last' Strategy Is Pushing Profits Higher, Buy
Duluth Holdings’ Q2 profit included a $16.3 million tariff refund as revenue fell 7.8%; the retailer has posted declining sales for four…
Mayank Marwah 
Nintendo: The Software Payoff Is Still Ahead
Nintendo expects software, digital sales and character licensing to drive growth, with FY2027 revenue forecast at ¥2.05 trillion and…
LL Insights 1 click
Keurig Dr Pepper: Beverage Momentum And JDE Peet's Synergies Support A Buy
Keurig Dr Pepper’s U.S. beverage growth and JDE Peet’s acquisition support earnings growth as coffee-cost and tariff pressures ease.
Value Capital Research 2 clicks
AstraZeneca: The $5 Billion Pipeline Hole Did Not Stay Open Long
AstraZeneca's tozorakimab cut COPD attacks 29% to 34% in two Phase III trials, including 23% among low-eosinophil patients after Wainua's…
Sam Mancini 
USA Compression: Unlocking Efficiency As It Heads To The Texas Stock Exchange
USA Compression targets nearly 30% full-year EBITDA growth as JW Power synergies, telemetry and maintenance reduce costs; its units yield…
Ron Ferrie 3 clicks
Chevron: $100 Oil Price Can Last Longer Than You Think
Chevron’s 2027 EPS could be underestimated by about $4.50 per share if U.S.-Iran conflict keeps oil near $100 rather than forecast $74 to…
Envision Research 2 clicks
AI Is Going Rogue: 3 Stocks I'm Buying
Palo Alto, CrowdStrike and Palantir are positioned for enterprise spending on AI-driven cyber threats, compliance and internal data…
Amrita Roy 1 click