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Is SpaceX Asking $1.75 Trillion For A Company Truly Worth NO MORE THAN $780 Billion?

The largest IPO in history just launched its roadshow. Here's what Wall Street keeps getting wrong about it. Let's start...

Broadcom Said 3 Words That Killed The Narrative: “WE ARE CHIPS ONLY!”A

Let's do the math quickly. Broadcom (NASDAQ:AVGO) just reported $10.8 billion in AI chip revenue for a single quarter. That's...

Connectivity Is The New AI Bottleneck; ONE Company Has A Monopoly On The Bridge!

Let's start with the headline. At a major tech event in Taiwan last week, Nvidia (NASDAQ: NVDA) CEO Jensen Huang...

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

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

Dell Beat By 26%. We Got 3 Things Right. One Signal STILL ISN’T PRICED!

Yesterday morning, before Dell Technologies (NYSE:DELL) reported, we at Baptista Research asked three specific questions. First: would the AI...

Dell Reports Today. The Revenue Beat Is Already Priced. The Margin Is Not!

Dell Technologies (NYSE:DELL) reports its fiscal Q1 2027 results after the market closes today, May 28, with a 4:30...

Micron Hits $1 Trillion On A UBS Call; Northland Just Called It BORROWED TIME!

Tuesday, May 26, 2026 will be remembered as the day Micron Technology (NASDAQ:MU) entered the trillion-dollar club. Shares surged...

Salesforce Reports In 24 Hours. The Street Is Split by $242. Someone Is About To Be Very Wrong.

Salesforce (NYSE:CRM) reports its Q1 fiscal 2027 results on Wednesday, May 27 — and the setup is unlike anything...

Blackstone Just Made a $25 Billion Bet That Google Can Unseat NVIDIA!

Something shifted in the AI infrastructure race this week that most investors have not fully processed. On May 18,...

NVIDIA Earnings Could Decide Whether AI Euphoria Can Outrun Bond-Market Fear!

Nvidia is heading into fiscal first-quarter earnings with a burden that goes well beyond one company’s numbers. The market...

Is A Quiet Storage Name Becoming The REAL AI Takeover Story?

NetApp (NASDAQ:NTAP) is not the kind of stock that usually makes people spit out their coffee. It does not...

The New Math Of AI Memory: Why Micron May Be Sitting On A Bigger Story Than GPUs

Micron Technology (NASDAQ:MU) has suddenly become one of the most dramatic AI stories in the market. The stock closed...