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Latest Articles

Deadly Strikes in Southern Lebanon Kill Dozens as Tensions Rise

Deadly Strikes in Southern Lebanon Kill Dozens as Tensions Rise

Israeli strikes on the southern Lebanese town of Kfar Rumman killed civilians, including children and medics, in one of the most lethal days of bombardment in recent weeks. The attacks, which included a strike on a residential building and a separate drone strike on a vehicle, have raised fears of renewed large-scale military operations despite a c…

Buy Inhibrx Ahead of Ozekibart Action Date and INBRX-106 PFS Readout

Buy Inhibrx Ahead of Ozekibart Action Date and INBRX-106 PFS Readout

Inhibrx (INBX) is a clinical-stage biotech with two near-term, high-impact catalysts: a PDUFA action date for ozekibart (INBRX-109) in April 2027 and Phase 2 PFS data for INBRX-106 expected in Q4 2026. The balance sheet ($161.7M cash after a $75M debt raise), improving operating losses and a market cap near $1.56B create an asymmetric risk/reward f…

Buy the NAND Stabilization Test: Sandisk as a Tactical Long

Buy the NAND Stabilization Test: Sandisk as a Tactical Long

Sandisk ($SNDK) is a high-quality NAND flash supplier trading near $1,546. The structural supply/demand story for NAND, recent industry commentary and bullish technicals create a favorable risk/reward for a mid-term long. This trade uses a precise entry, a disciplined stop and a realistic target tied to industry catalysts over the next 45 trading d…

Stewards Provides Update on Proposed PIXL and Envy Acquisitions

Stewards Provides Update on Proposed PIXL and Envy Acquisitions

Stewards, Inc. announced progress on acquiring PIXL at Plantation and Envy Pompano Beach, two luxury multifamily properties in South Florida with a combined implied property value of $240 million, aiming to significantly expand its Real Assets platform and diversify its financial operations across private credit, real assets, and technology.

Oracle: Deep Drawdown, Hypergrowth Cloud - A Tactical Long with Rules

Oracle: Deep Drawdown, Hypergrowth Cloud - A Tactical Long with Rules

Oracle is trading near $144 after a steep decline from last year's $329 high, while its cloud business and remaining performance obligations have exploded. This trade idea lays out a disciplined long: entry at $144.50, a protective stop at $125.00 and a target at $220.00, with time horizons and risk controls tied to capital intensity, customer conc…

Kinetic Achieves 40,000 Fiber Homes in Sugar Land

Kinetic Achieves 40,000 Fiber Homes in Sugar Land

Kinetic, a fiber internet provider and business unit of Uniti Group (NASDAQ: UNIT), announced it has expanded its fiber network by nearly 25% in Sugar Land and Fort Bend County, reaching over 40,000 homes passed. This expansion is fully funded by Kinetic and underscores its commitment to the region's long-term connectivity needs. The company is cel…

Biofrontera Announces FDA Approval of Ameluz® Red Light PDT for the Treatment of Superficial Basal Cell Carcinoma

Biofrontera Announces FDA Approval of Ameluz® Red Light PDT for the Treatment of Superficial Basal Cell Carcinoma

Biofrontera Inc. announced that the FDA has approved its supplemental New Drug Application for Ameluz topical gel combined with the RhodoLED lamp for treating superficial Basal Cell Carcinoma (sBCC). This marks the first FDA-approved photodynamic therapy for a skin cancer in the U.S., broadening the market for Biofrontera's Red-Light PDT platform a…

Virtuix Provides Business Update Highlighting 3X Omni One Order Growth and Expanding Defense and Enterprise Opportunities

Virtuix Provides Business Update Highlighting 3X Omni One Order Growth and Expanding Defense and Enterprise Opportunities

Virtuix Holdings Inc. reports a significant increase in Omni One consumer orders, driven by its partnership with Meta, along with progressing defense contracts and growing enterprise sales, including repeat orders from Tesla and collaborations with NASA. The company is also negotiating a strategic acquisition to accelerate growth in the defense sec…

iPhone Duo Launch: A Clear EPS Engine — Tactical Long on AAPL

iPhone Duo Launch: A Clear EPS Engine — Tactical Long on AAPL

Apple's new iPhone Duo is positioned as a meaningful premium upgrade that can add high-margin revenue, accelerate the replacement cycle, and boost Services monetization. We lay out a tactical long with entry at $195.00, target $230.00 and stop at $175.00, horizon focused on the next 45 to 180 trading days depending on catalyst realization.

Sonida Senior Living: Integration Pain Now, Growth Payoff Soon

Sonida Senior Living: Integration Pain Now, Growth Payoff Soon

Sonida Senior Living is shaping up for the next growth phase after closing its $1.8 billion acquisition of CNL Healthcare Properties. Revenue and occupancy have meaningfully improved, institutional ownership has jumped, and the stock sits below recent highs. The setup is actionable: a long at $39.50 with a $50 target and a $34 stop, horizon 180 tra…

Maris-Tech Highlights Repeat Government Intelligence Orders and Continued Field Deployment of Edge Video and AI Systems

Maris-Tech Highlights Repeat Government Intelligence Orders and Continued Field Deployment of Edge Video and AI Systems

Maris-Tech Ltd., a Nasdaq-listed provider of AI-based edge computing technology, announced a series of follow-on orders from an existing governmental intelligence client. These orders highlight the continued operational deployment of Maris-Tech's edge video and AI systems in bandwidth-constrained, mission-critical environments, underscoring strong …

Ormat: Existing Geothermal Fleet and Contracts Can Power a Re-rating

Ormat: Existing Geothermal Fleet and Contracts Can Power a Re-rating

Ormat's 1,835 MW operational portfolio, recent $989.5M revenue run-rate and a string of commercial wins (including a 150 MW Google-linked PPA) support a tactical long. Current technical oversold conditions, manageable float (~61.5M shares) and concentrated development optionality from Ormega100 and EGS deployments argue for upside into a re-rating.…

Myqorzo Is Real, But CYTK's Valuation Leaves Little Margin

Myqorzo Is Real, But CYTK's Valuation Leaves Little Margin

Cytokinetics' Myqorzo (aficamten) is an important commercial proof point, but slow early uptake, minimal revenue, and a valuation that implies blockbuster sales make the stock vulnerable to downside if growth disappoints. I lay out a mid-term short trade with clear entry, stop and target and explain the catalysts, valuation disconnects and risks th…

Arista vs. The White-Box Wave: Why I'm Shorting ANET Into AI Fatigue

Arista vs. The White-Box Wave: Why I'm Shorting ANET Into AI Fatigue

Arista’s financials look pristine on the surface: high margins, healthy cash flow and AI-driven revenue growth. But that strength is already priced at a premium (market cap ~$239B, P/E ~63, EV/Sales ~23.7) while white-box suppliers and contract manufacturers are pressuring pricing and share in cloud data centers. For traders, a short-on-strength in…

NextNRG Founder and CEO Issues Letter to Shareholders

NextNRG Founder and CEO Issues Letter to Shareholders

NextNRG's Founder and CEO Michael D. Farkas addressed shareholders to emphasize the company's ongoing focus on building an integrated AI-driven energy platform that empowers businesses to better generate, store, and use energy. He highlighted existing project pipelines, particularly in healthcare, and reiterated the company's commitment to executin…

FEMSA Announces Accelerated Share Repurchase Agreement

FEMSA Announces Accelerated Share Repurchase Agreement

FEMSA announced an accelerated share repurchase (ASR) agreement to repurchase up to $280 million of its American Depositary Shares (ADS), aiming to enhance capital returns to shareholders and optimize capital allocation. The repurchase is expected to settle before the end of 2026, signaling confidence in the company's financial health and future pr…

MKS Inc. Releases 2026 Environmental, Social, Governance Report

MKS Inc. Releases 2026 Environmental, Social, Governance Report

MKS Inc. has released its 2026 Environmental, Social, Governance (ESG) Report detailing its commitment to sustainability through improved efficiency, reduced resource usage, and increased global investments. Key achievements include approval of greenhouse gas emissions targets, new solar installation in China, high employee engagement, and recognit…