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The AI Infrastructure Trade Catches Its Breath
SanDisk (SNDK) trades at 9x forward P/E. Nebius (NBIS) is growing revenue 500%+. Luke Lango breaks down why the dip in AI infrastructure stocks is…
Copper, the AI Gold Rush, and 12 Stocks to Avoid
Is FCX’s pullback a buying opportunity?… Eric Fry’s “builders vs. appliers” framework explained… 12 applier stocks that Jonathan Rose is warning about
Copper’s Mixed Signals Are Your Next Big Opportunity
Let’s make Dr. Copper our patient today and examine its recent movements. After all, demand-driven and supply-driven spikes lead to very different outcomes for investors.…
The AI Shopping Shift Separating Retail Winners From Losers
Today, I’d like to detail a perhaps unexpected winner of the AI Revolution. It’s a cyclical sector that investors often hate for its unpredictable returns…
The AI Grid Is Leaving Earth
Orbital data centers could solve AI’s biggest constraints – power, cooling, and scale – creating a massive new investment opportunity.
Acacia Communications, Inc. (ACIA) Slammed on $450M Stock Offering
Acacia Communications, Inc. (NASDAQ:ACIA) is down about 10% today after the announcement, but ACIA stock’s fundamentals appear strong.
The 60/40 Portfolio Was Built for a World That No Longer Exists
Resource sovereignty is reshaping markets, inflation, and investing – favoring energy, minerals, and real assets over globalized tech.
Buy Acacia Communications, Inc. (ACIA) for 185% Upside
ACIA stock has removed more than one significant albatross from its neck, and Acacia is ready to rally from here!
Why Acacia Communications, Inc. Stock Tanked Today
ACIA stock is down 30% after the U.S. banned companies from selling to China-based ZTE, but even a 30% drop doesn’t fully account for this…
Why Acacia Communications, Inc. (ACIA), Twilio Inc (TWLO) and Twitter Inc (TWTR) Are 3 of Today’s Best Stocks
Stocks climbed to start the week, with leadership coming courtesy of ACIA, TWLO and TWTR.
Cisco-Acacia Communications Deal: ACIA Stock Rockets Higher on Acquisition News
A new Cisco-Acacia Communications deal that has a total value of $2.6 billion has ACIA stock heading to higher levels on Tuesday.
Should You Buy Acicia Communications, Inc. (ACIA) Stock? 3 Pros, 3 Cons
Acacia stock had an explosive IPO in 2016. Since then, the business has grown, but shares slumped as insiders dump ACIA stock. What’s next for…
Why Acacia Communications, Inc. (ACIA), Constellation Brands, Inc. (STZ), and Twitter Inc (TWTR) Are 3 of Today’s Best Stocks
On solid day for equities, ACIA, STZ and TWTR stood out
Trade of the Day: Acacia Communications, Inc. (ACIA)
Suppliers like Acacia Communications, which had to suspend its agreement with ZTE during the U.S. trade ban, got caught in the crossfire.
Acacia Communications Facing a Trade War That Favors the Bears
Despite Monday’s plunge, headwinds in Acacia stock suggest today’s trade war between bears and bulls will lead to lower prices in ACIA.
3 Stocks to Watch Friday: Acacia Communications, Inc. (ACIA), BlackBerry Ltd (BBRY) and Ruby Tuesday, Inc. (RT)
Acacia Communications (ACIA) is sprinting out of the blocks and BlackBerry (BBRY) is up on an upgrade, but Ruby Tuesday (RT) is sliding thanks to…
3 Stocks to Watch on Friday: Acacia Communications, Inc. (ACIA), Baidu Inc (ADR) (BIDU) and Nordstrom, Inc. (JWN)
Thursday included earnings reports from these companies: Acacia Communications, Inc. (ACIA), Baidu Inc (ADR) (BIDU) and Nordstrom, Inc. (JWN).
5 Trades to Make First Thing Tomorrow Morning
On Monday we had be big moves from Bank of America, Starbucks, Ford and others. Here’s 5 hot stocks to watch and what trades to…
Is the Bull Market Rally Back On?
The market keeps rallying… but we’re still “on the wrong side of the tracks”… Luke Lango’s bull case for tech… a black swan lurking in…
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