Mindblown: a blog about philosophy.
-
Newsmax (NMAX) Earnings Show the Dangers of Mixing Politics with Profits
While the conservative-leaning Newsmax may delight fans on the political right, NMAX stock also demonstrates the imprudence of replacing analytical judgment with ideology.
-
Medtronic: Earnings Show Strong Growth, But Is Upside Limited?
Medtronic delivered a strong report, but full-year guidance was only in line with its prior forecast, reflecting the continued impact of tariffs.
-
2 Ways to Own Copper as the U.S. Declares a National Emergency
Copper prices have surged, and many analysts believe this move could be just the beginning of a longer-term bull market.
-
Don’t Be Surprised if Newmont (NEM) Doesn’t Quite Deliver for Q4 Earnings
It won’t be a popular opinion, but there’s a non-trivial chance that Newmont stock may encounter turbulence following its earnings disclosure.
-
Airbnb Delivers Goldilocks Report: Do Investors Believe That’s Enough?
If Airbnb can execute on its 2026 initiatives, there’s a path to outperformance. But for those seeking the next big tech winner or a safe haven, ABNB stock fits neither profile
-
Cinemark’s (CNK) Upcoming Earnings Report May Offer a Hidden Opportunity
On the cusp of Cinemark’s Q4 earnings disclosure, the smart money appears relatively relaxed, which may present a contrarian opportunity in CNK stock.
-
Cameco: The Best House in a Neighborhood That’s Still Being Built
Cameco represents a complex investment thesis. The fundamentals support a multi-year bull case. However, the premium valuation and inherent timing risks mean this isn’t a stock for the impatient investor
-
Celsius’ (CELH) Upcoming Earnings Report Could Surprise Onlookers
While Celsius has suffered some rough trading over the past several months, the smart money appears cautiously optimistic about CELH stock.
-
Coinbase’s Q4 2025 Earnings: Still the Purest Proxy for Crypto?
Coinbase Global Inc. (NASDAQ: COIN) posted Q4 2025 earnings that reinforced a familiar truth for investors: Coinbase remains one of the cleanest public-market proxies for cryptocurrency sentiment and activity, but its evolving business mix is slowly diluting that direct linkage. Coinbase’s Q4 2025 results showed solid full-year growth, record trading volumes, and rising market share, even as…
-
Heavy Hedging for Palo Alto Networks (PANW) Stock Opens a Contrarian Trade
Although PANW stock has been beaten up in the new year, the underlying importance of cybersecurity might not be properly priced in.
Got any book recommendations?