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Earnings Analysis

Two Tech Stock Recovery Ideas

Here are two long ideas you could factor into your own work. Each of the two picks we are sharing is rated as 'Accumulate.' We believe each has the potential to provide material gains. We also believe each is close enough to a sensible stop-loss placement, allowing effective risk-management.

The Next Nvidia? The Case For ARM

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Sometimes You Do Actually Have To Put The Work In (TWLO Q1 FY12/24 Earnings Review)

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Looks Cold, Isn't.

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Not A Bubble (NVDA Q1 FY1/25 Earnings Review)

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Full Afterburner Lit (NOC Q1 FY12/24 Earnings Review)

Northrop Grumman (NOC) Q1 FY12/24 Earnings Review DISCLAIMER: This

On The Launchpad?

The Trade Desk ($TTD) Q1 FY12/24 Earnings Review DISCLAIMER:

Patience, I Believe, Will Be Rewarded

Spire Global ($SPIR) Q1 FY12/24 Earnings Review DISCLAIMER: This

Plenty Of Reasons To Own This One, None Of Them Good

LHX Q1 FY12/24 Earnings Review DISCLAIMER: This note is

A Very Dim And Distant Second

AMD Q1 FY12/24 Earnings Review DISCLAIMER: This note is