Two of Elbit’s Upcoming Products Look Very Promising
Israel-based defense contractor Elbit Systems (ESLT) is developing two new products that look well-positioned to become big winners for the firm. One offering is an airborne laser product that will…
$TMO: I am highly bullish on Thermo Fisher Scientific.
The market has historically mispriced this compounding machine by overindexing on temporary macro headwinds instead of focusing on its dominant structural narrative. While fund letters from the post…
@market22073 isn't DHR better positioned to capture…
$3765.T: I am bullish on GungHo Online Entertainment.
This is the type of opportunity that exists because investors have become fixated on the past while ignoring the company's exceptional capital allocation and balance sheet. The market sees a mature…
$BAC: I am bullish on Bank of America.
Market participants are panicking over the industry's unrealized bond losses, but they are completely missing the valuation disconnect. At the current 2026 run rate, Bank of America trades at a highly compressed multiple…
Recent Buffett Interview on CNBC Explains Why Berkshire Holds $380 Billion in Cash
In a recent interview for CNBC, Warren Buffett shared several critical lessons that every serious investor should know. Before you consume the superficial headlines claiming…
SpaceX IPO Part II: After the Euphoria, It’s Time for Cold Economic Reality
The market wasted no time in validating Part I of this analysis. In our previous deep dive, we highlighted the empirical research of Professor Jay Ritter, which proves that unprofitable…
Advanced Micro Devices (AMD): AI, Server Sales Have Shares Up 144% YTD
AI solutions from AMD $AMD are growing in popularity, which is growing revenue.
AMD offers a wide array of products, from data center chips to various processing units to embedded systems…
Micron (MU): Shares Hit New Heights on Blowout Earnings
High performance memory can’t be made fast enough for the AI infrastructure buildout. Micron $MU is one of the main beneficiaries – shares are up over 800% in a year.
Saying DRAM & NAND memory supply…
Cerebras gains market shares, still overpriced
A wafer-scale chip challenger, two landmark deals, and a price target well below where shares are trading today.
Cerebras Systems $CBRS entered public markets with one of the more compelling technology stories…
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AlgorithmicFIRE (https://algorithmicfire.com). Quantitative researcher specializing in trend-following models, tactical sector rotation, and SWR reti
Founder at Blank Capital - 15+ years uncovering exceptional small-cap investments through disciplined analysis, clarity of focus, and contrarian conviction.
