AI, networks and power give these 12 stocks some of the decade's biggest tailwinds. Micron is one of three big HBM makers; Samsara connects fleets; IonQ builds quantum computers; Ciena supplies optics; GE Vernova and Eaton serve power demand; Dell ships AI servers. Netflix, the largest paid streamer, adds ads; Coupang, Korea's largest e-commerce platform, delivers same-day; Airbnb, the largest short-term rental marketplace, adds services; Arm enters data centers; CrowdStrike secures enterprises. … Show more

Low forward earnings multiples across eleven stocks cannot persist indefinitely. Nvidia trades near 17.5x, its lowest in over a decade; Oracle near 15x, its lowest in six years. Uber is at 17x, Broadcom 19x, Vistra 15x, AppLovin 14.5x, TSMC 19x, Forgent Power Solutions 18x, Nokia 19.5x, American Express 17x and Western Digital 14x. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Nike's dividend will have to be cut unless earnings double in a quick turnaround, because earnings now run below the payout. As @valuemaverick1 notes, Nike has the cash to sustain the dividend, but it does not earn it, so it should not be hiking it; that shows the Dividend Aristocrat label is worthless and the dividend a manipulated signal. Long extremely mispriced, the stock is still adjusting to new realities. The only reason to own Nike would be improving free cash flow and earnings. x.com  … Show more

SoFi's younger-customer growth, Celsius's distribution runway, Amazon's multiple growth engines, Constellation's nuclear fleet and Zeta's AI marketing make these five stocks worth watching in a pullback. SoFi could scale revenue and profits; Celsius needs growth to stay on track for an attractive entry. Amazon merits attention if discounted; Constellation could benefit from AI data-center power demand. Zeta could offer a compelling long-term entry if customer wins and margins expand. x.com  x.com  … Show more

Ten quality stocks are worth being greedy on while the market sells the fear, given their drawdowns from all-time highs: Microsoft 28%, ServiceNow 47%, Netflix 45%, Uber 25%, Oracle 54%, Meta 13%, Spotify 37%, Salesforce 54%, Shopify 30% and SoFi 39%. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Nike keeps getting its lunch eaten by competitors, with no clear way to turn the ship around. It now expects fiscal 2027 revenue to decline by high single digits, per @negligible_cap. Caitlin Clark isn't the savior, and the stock isn't worth touching. x.com  x.com 

Meta, Robinhood, Amazon, Nvidia and Uber are strong-conviction holdings with theses simple enough to explain to an eight-year-old, per Peter Lynch's test. Meta has 3.6B daily users, leads advertising and offers easy-to-use AI. Robinhood is building the future of finance across stocks, crypto and banking. Amazon is practically an ETF spanning e-commerce, ads, streaming, AWS and robotics. Nearly every company uses Nvidia's hardware. Uber is a cash-flow machine dominating ride-sharing and delivery. … Show more

Many high-quality stocks still trade at deep discounts even with the S&P 500 just 2% below its all-time high. Uber, Nu, AppLovin, Inter, American Express, Klarna, SoFi, MercadoLibre and Booking trade at 6-32x 2027 earnings with five-year revenue CAGRs of 11-58%. Brookfield trades at 15x 2027 distributable earnings, with an 18% five-year growth rate. Consensus price targets include $101 for Uber, $501 for AppLovin and $2,200 for MercadoLibre. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  … Show more

Nike may turn, but On and Hoka appear to be widening their moats, and cleaner economics with more durable advantages are preferable. Nike's FAST Graphs chart is one of the ugliest in a while, raising the question of how much of its moat remains. Possible catalysts are product innovation, a wholesale recovery, China stabilization and cost savings. On is taking market share, and street observation in New York showed On and Hoka standing out on people's feet. x.com  x.com  x.com 

Netflix's control of its own content keeps growth avenues open even as quality and popularity ebb and flow. Production is costly, but being able to make more is hugely underrated. YouTube pays creators more than double what Netflix spends; its content is not free. Ads need time to gain traction, with live sports where they should prove their worth. Solid earnings outweigh weak short-term guidance; Netflix should become one of Wall Street's hottest stocks again, with targets well into the $150s. … Show more