The Best-Kept Secret in AI Infrastructure? Hint: It’s Not Nvidia
DigitalOcean (NASDAQ: DOCN) just pulled off something few small-cap tech companies have achieved in this market: record revenue, soaring profits, and a guidance hike that caught Wall Street flat-footed. The stock popped by almost a third after Q2 results, and yet, shares remain roughly 12% below where they started the year.
That gap between operational performance and valuation might be the opportunity hiding in plain sight.
» Read more about: The Best-Kept Secret in AI Infrastructure? Hint: It’s Not Nvidia »
Read More
Has The Golden Age For Twilio Started?
Twilio is one of those companies that not many individuals know much about but which is used widely by over 300,000 businesses.
It essentially powers SMS communications so let’s say you’re a Dell or Shopify or Toyota and want to message your own audiences, you would sign up to Twilio to engage with them.
» Read more about: Has The Golden Age For Twilio Started? »
Read More
Trade Like a Billionaire
Few traders in history have the capacity to seamlessly transition across asset classes, zooming out to see the big macro picture and in to see the minutia of a company’s 10Q but Stan Druckenmiller ranks as one of the few who have succeeded in so doing.
Stan’s thesis has been that the Fed is really in a bind,
» Read more about: Trade Like a Billionaire »
Read More
Is This Quantum Stock Set To Keep Soaring?
Following comments by NVIDIA CEO Jensen Huang about the probable timeline for practical quantum computing, quantum startups have had a rocky start to 2025.
Huang, himself an expert in cutting-edge computing technologies, said he believed that it could take about 20 years for quantum computers to become a useful technology.
While the comment attracted criticism from some technologists and quantum bulls,
» Read more about: Is This Quantum Stock Set To Keep Soaring? »
Read More
Why Roblox Stock Has Doubled & Might Just Be Getting Started
If you blinked, you might have missed it, Roblox (NYSE: RBLX) has turned into one of the hottest stocks of 2025.
Up over 2x year-to-date, the company’s market cap has surged past $80 billion, stunning many who once dismissed the platform as a pandemic fad. But here’s the best part, there’s reason to believe Roblox is only just getting warmed up.
» Read more about: Why Roblox Stock Has Doubled & Might Just Be Getting Started »
Read MoreThe Burst
IBM’s Smart Move To Prove It’s an AI Powerhouse
For years, IBM has worn the “missed opportunity” label in artificial intelligence. The company that built Deep Blue, the chess-playing computer, and Watson, the supercomputer, seemed perfectly positioned to dominate AI before anyone else saw it coming.
And yet, while those early breakthroughs made headlines, IBM failed to cash in.
» Read more about: IBM’s Smart Move To Prove It’s an AI Powerhouse »
Read MoreThe Ivy
Beyond Meat’s Shocking Rebound
Few investors saw it coming. After spending most of the year circling the drain, Beyond Meat suddenly roared back to life last week, climbing more than 5x from its October lows.
At one point, the stock traded below $1, a price level that had many wondering if bankruptcy was next. Then came an eruption of retail enthusiasm that sent shares briefly rocketing toward $8.
» Read more about: Beyond Meat’s Shocking Rebound »
Read MoreThe Daily
CoreWeave (CRWV) Stock Is Sliding Tuesday: Here's The News Unsettling Investors
CoreWeave Inc (NASDAQ:CRWV) shares are trading lower on Tuesday afternoon, caught in the crossfire of a potential shift in the AI hardware market. Here’s what investors need to know.
What To Know: The specialized cloud provider,
» Read more about: CoreWeave (CRWV) Stock Is Sliding Tuesday: Here's The News Unsettling Investors »