Mindblown: a blog about philosophy.
-
Stuck Stock: How Marriott’s Business Kept Moving While Its Stock Stayed Put
Marriott beat earnings, but the stock fell. Here’s why growing franchise fees may matter more than the revenue miss for long-term investors.
-
Corning Gets a Bullish Upgrade as Analysts See Strong Growth Ahead
Analysts see strong upside for Corning as AI infrastructure, fiber optics, and solar demand fuel revenue growth and improving profitability.
-
DoorDash Earnings Preview: Strong Growth Expected
DoorDash earnings are coming. Here’s what investors should watch, from revenue growth and consumer spending to margins and future guidance.
-
AMD Earnings Could Signal What’s Next for the AI Boom
AMD’s earnings could shape the outlook for AI stocks. Here’s what investors should watch and why the report matters for the chip industry.
-
Vertiv Crushes Earnings, But Can Cash Flow Justify 54x?
Vertiv delivered record free cash flow, raised guidance, and a fortress balance sheet but its 54x multiple leaves little margin for error.
-
With PayPal Delivering the Goods, Is PYPL Stock Finally a Good Investment?
Although PayPal suddenly looks like a great buy following a strong Q2 print, it’s the quantitative picture that is actually intriguing for PYPL stock.
-
Why Sandisk Stock Has Surged More Than 2,000% in a Year
Sandisk is benefiting from booming AI demand as tighter NAND supply and expanding data centers create a powerful long-term growth opportunity.
-
How Long Can Meta Run On Vision And Ideas?
Meta’s AI vision remains compelling, but investors are increasingly demanding proof that billions in spending will translate into meaningful long-term profits.
-
Apple Delivers Strong Quarter, but Soft Guidance Sparks Selloff
Apple beat revenue estimates, but weaker guidance and supply concerns sent the stock lower despite analysts remaining bullish on its long-term outlook.
-
Amazon Stock Soars After AWS Delivers Blowout AI-Fueled Growth
Amazon stock surged after earnings as AWS posted 37% growth on booming AI demand, reinforcing the company’s aggressive long-term investment strategy.
Got any book recommendations?