Berkshire Hathaway’s Mystery: Who Made the Call on Alphabet—Buffett or Greg Abel?
On May 8, 2026, I published a deep-dive analyzing Warren Buffett’s first CNBC interview of the year ("Recent Buffett Interview on CNBC Explains Why Berkshire Holds $380 Billion…
The market is wrong to hate SpaceX earnings
I may be in the minority here. But I like what I heard on SpaceX’s $SPCX earnings call.
The stock plunged 10%. But everything that matters for the long-term thesis moved forward meaningfully.…
@chriswood I agree
NVIDIA (NVDA): 85% Sales Gain, Dividend Growth Reflect Powerful Business
Huge sales gains for NVIDIA Corporation $NVDA have produced stellar fundamentals, though technical strength is waning. It’s produced an attractive valuation.
We’re seeing larger AI…
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PLTR: The Bounce Both Bulls and Bears Agree On
Palantir $PLTR is a unique one, and it always has been.
Go back to its first days as a public company and try to find the stretch where fundamentals drove this stock. I will save you the time. It does not exist.…
@stockwaves great post.
Giving GDX More Respect
This is what we posted to members late-session yesterday about $GDX:
It continually amazes me how little respect The Street gives to the Precious Metals Miners!…
@mpaul2025What kind of margin cushion do the majors…
$GME: From Legacy Retail Skepticism to Strategic Transformation Under Ryan Cohen.
The short sellers' original thesis has aged poorly. Physical retail was supposed to collapse under digital distribution, yet GameStop has stabilized its core business while…
Gamestop is the king 🤴
$JSDA: Executing a High-Impact IP Turnaround with Accelerating Growth.
This micro-cap beverage company has executed a compelling turnaround that is delivering real results, and the market has yet to fully price in the sustainable momentum.
The core driver…
SpaceX: The Top Was Mapped Before the First Trade — Now for the Landing
Before SpaceX $SPCX traded a single share publicly, I published a target zone of $225 to $240 for where the post-IPO advance would likely end.
The stock topped at $225.61.…
@stockwaves Wrong, it will continue to sell off into…
Why GD Stock Looks Attractive for Some Investors
With General Dynamics’ (GD) maritime business really starting to take off and the giant defense contractor having recently reported impressive second-quarter results, GD stock looks appealing for value and…
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View AllIf all investors are rational, why do so many lose money?
AlgorithmicFIRE (https://algorithmicfire.com). Quantitative researcher specializing in trend-following models, tactical sector rotation, and SWR optimization.
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