Ishan M.

Trump–Xi Meet In Three Days — Is Your Portfolio Ready?

Miscellaneous Ishan M. -
Chinese President Xi Jinping is scheduled to visit the United States from September 23 through September 25. At the...

Dell Earnings Preview: AI Server Boom Faces a Margin Test

Technology & AI Ishan M. -
Dell Technologies heads into its fiscal second-quarter FY2027 report on Tuesday, September 1 with one of the most unusual...

Kroger’s Giant Eagle Acquisition: Scale Or Risk?

M&A Ishan M. -
Kroger (NYSE:KR) is back in the grocery consolidation spotlight after confirming plans to acquire family-owned Giant Eagle for $1.65...

Meta AI Cloud Pivot Puts CoreWeave & Nebius Under Scrutiny

Technology & AI Ishan M. -
Hey there. If you were watching your screens Wednesday morning, you probably saw Meta Platforms (NASDAQ:META) rip more than...

This AI Power Stock Crashed 28% in a Day; Then EXPLODED! Is It The Next Trillion-Dollar Trade?

Technology & AI Ishan M. -
Some stocks move on rumors. Bloom Energy (NYSE:BE) moves on gigawatts. In the span of a few trading sessions,...

The LENS Index Has Two New Additions & NEITHER One Is a Chip Stock!

Miscellaneous Ishan M. -
Since May 22, every LENS position has been tied to the AI infrastructure build. That concentration was deliberate when...
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Eaton Just Made Mobility Look Smaller, But Dana May Be The REAL Test

Industrials Ishan M. -
Eaton Corporation plc (NYSE:ETN) has taken a fresh step in its portfolio reshaping. The company agreed to separate its...

Is Woodside The LNG Fix Exxon Wants, Or The RISK Investors Should Watch?

Energy Ishan M. -
Exxon Mobil (NYSE:XOM) has reportedly been kicking the tires on possible acquisition targets, and Australia’s Woodside Energy (ASX:WDS) appears...

Is SpaceX About To Save Tesla; Or Expose The BIGGEST Retail IPO TRAP In Wall Street History?

Miscellaneous Ishan M. -
On May 21st, somebody walked onto the options market and put $3.3 million on Tesla hitting $480 by June...

Oracle’s Earnings “Disaster” Is the BEST NEWS For The AI Infrastructure Trade!

Technology & AI Ishan M. -
Oracle reported after the bell last night. Here are the numbers. Revenue: $19.2 billion, up 21% year over year. Beat....

Incyte Acquisition Watch: The $2 Billion Star Therapeutics Deal That Could Change Its Story

M&A Ishan M. -
Incyte Corporation (NASDAQ:INCY) is back in the biotech deal spotlight. The company is reportedly nearing an agreement to acquire...

Berkshire Paid BELOW Market for Alphabet & the Stock Fell; Who’s WRONG?

Technology & AI Ishan M. -
Let's start with the weird part. On Monday, Alphabet (NASDAQ: GOOGL) — Google's parent company — announced it's raising $80...
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