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Ishan Majumdar

Trump, Xi & The TAIWAN TIME BOMB: The One Sentence That Could Move Trillions!

Miscellaneous Ishan Majumdar -
The market may enter the Trump-Xi summit watching tariffs, oil, and trade promises. But the most important sentence could...

Everyone Is Buying AI Chips. The Smartest Money Is Cornering Something Even Scarcer!

Technology & AI Ishan Majumdar -
There's a familiar story playing out in AI investing right now. Everyone is chasing GPU stocks. Everyone is watching...

AMD’s $600 Billion AI Miracle … Or The FASTEST CHIP BUBBLE Since 2000?

Technology & AI Ishan Majumdar -
Advanced Micro Devices, Inc. (NASDAQ:AMD) has suddenly become one of the hottest AI stocks on Wall Street. The stock...

Cathie Wood Just Dumped $12M of This AI Stock Days Before Earnings; Is She Smarter Than the Market?

Technology & AI Ishan Majumdar -
So here's what caught our eye this week. ARK Invest quietly sold nearly 100,000 shares of CoreWeave (NASDAQ:CRWV) on...

This Cybersecurity Stock Is DEFYING The Mythos Panic With Its Latest AI Acquisition!

M&A Ishan Majumdar -
Palo Alto Networks (NASDAQ:PANW) has found itself in a strange spot. The stock is still down more than 18%...

Is PayPal Preparing To Sell Itself? The Venmo Move Explained

Finance Ishan Majumdar -
PayPal Holdings (NASDAQ:PYPL) is suddenly looking a lot more interesting than it did a few months ago. The payments...
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Palantir’s 70% Growth Problem: What Happens When A Blowout Quarter May Not Be Enough?

Technology & AI Ishan Majumdar -
Palantir Technologies (NASDAQ:PLTR) is heading into its upcoming earnings with one of the strangest setups in software. The company...

Meta Lost China & Accidentally Won The AI War

Technology & AI Ishan Majumdar -
Meta Platforms (NASDAQ:META) just got handed the kind of headline no CEO wants: China blocked its $2.5 billion acquisition...

Everyone Thinks Eli Lilly Is A Weight-Loss Stock. That’s The Trap

M&A Ishan Majumdar -
Eli Lilly (NYSE:LLY) is having one of those rare market moments where everyone thinks they understand the story. Weight-loss...

Alphabet Earnings Pre-Mortem: The AI Bill Comes Due

Technology & AI Ishan Majumdar -
Alphabet reports this week, and the setup is unusually delicate. The easy debate is whether Google parent Alphabet can deliver...

This Telehealth Stock Rally By RFK Jr. Looks Like Policy; It’s Actually A Margin SHIFT

Healthcare Ishan Majumdar -
Hims & Hers Health (NYSE:HIMS) did not report a surprise quarter, launch a blockbuster product, or raise guidance when...

Did Meta & Snap Just Hit An Attention LIMIT That Changes Ad Economics?

Miscellaneous Ishan Majumdar -
Meta Platforms (NASDAQ:META) and Snap Inc. (NYSE:SNAP) are often discussed as ad platforms, AI stories, or restructuring cases. That...
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Trump, Xi & The TAIWAN TIME BOMB: The One Sentence That Could Move Trillions!

0
The market may enter the Trump-Xi summit watching tariffs,...

Sony Just Made Music IP Look Like A Bigger SHIFT Than Games

0
Sony Group Corporation (NYSE:SONY) is leaning harder into the...

Everyone Is Buying AI Chips. The Smartest Money Is Cornering Something Even Scarcer!

0
There's a familiar story playing out in AI investing...

AMD’s $600 Billion AI Miracle … Or The FASTEST CHIP BUBBLE Since 2000?

0
Advanced Micro Devices, Inc. (NASDAQ:AMD) has suddenly become one...

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