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  • Nvidia remains the primary way to own high-margin AI infrastructure exposure.
  • Shares trade at roughly 23–26x forward earnings after a recent pullback.
  • Recommended long: $205.25 entry, $185 stop, $320 target over a 180-trading-day horizon.
  • Base case expects continued AI-driven secular growth.
  • Unpriced optional upside stems from a potential Nvidia–SpaceX satellite and edge-AI partnership.
  • Trade offers defined risk management and a medium-term risk-on allocation signal.

Latest Articles

Hudson Technologies Reports Second Quarter 2026 Results

Hudson Technologies Reports Second Quarter 2026 Results

Hudson Technologies reported second quarter 2026 revenues of $78.3 million, an 8% increase year-over-year driven by a 12% sales volume growth offset by 6% lower selling prices due to refrigerant market conditions. The company restored operations quickly after a tornado-impacted facility disruption, announced a partnership with Icorium to scale adva…

ThredUp Announces Second Quarter 2026 Results

ThredUp Announces Second Quarter 2026 Results

ThredUp Inc. announced its Q2 2026 results, achieving record quarterly revenue of $90.8 million, up 17% year-over-year, and active buyers increasing 21%. Gross margin improved slightly to 79.9%, and adjusted EBITDA reached $4.8 million. Despite strong quarterly performance, the company lowered its H2 2026 guidance due to economic uncertainty impact…

Cytek Biosciences Reports Second Quarter 2026 Financial Results

Cytek Biosciences Reports Second Quarter 2026 Financial Results

Cytek Biosciences reported a 6% year-over-year revenue increase to $48.1 million for Q2 2026, driven by strong instrument sales growth in the US and China and expanding recurring revenue from services and reagents. The company launched new products including Cytek Borealis and Aurora Evo with enhanced features. Despite the revenue growth and improv…

EverCommerce Announces Second Quarter 2026 Financial Results

EverCommerce Announces Second Quarter 2026 Financial Results

EverCommerce Inc. announced its Q2 2026 financial results with revenue up 2.7% year-over-year to $152 million and net income from continuing operations increasing to $9.7 million. Adjusted EBITDA was slightly lower than the previous year at $44.5 million but exceeded the upper end of guidance. The company repurchased 1.4 million shares and updated …

Sight Sciences Reports Second Quarter 2026 Financial Results

Sight Sciences Reports Second Quarter 2026 Financial Results

Sight Sciences delivered significant growth in Q2 2026 with revenues increasing 20% year-over-year. Interventional Dry Eye revenues surged 704% driven by higher volumes and selling prices. The company achieved strong gross margins, improved cash usage, and decreased operating expenses, leading to a 63% reduction in net loss compared to the prior ye…

Nasdaq Reports July 2026 Volumes

Nasdaq Reports July 2026 Volumes

Nasdaq has published its trading volume statistics for July 2026 on its Investor Relations website, providing transparency on market activity. The data highlights ongoing market operations through Nasdaq's technology platform which continues to support global financial markets.

Crane NXT Reports Second Quarter 2026 Results

Crane NXT Reports Second Quarter 2026 Results

Crane NXT, Co. (NYSE: CXT) announced robust financial results for Q2 2026, including a 22% year-over-year increase in sales to $493 million and a 13% rise in adjusted earnings per share (EPS) to $1.10. The company raised its full-year adjusted EPS guidance to a range of $4.22 to $4.42, reflecting confidence in ongoing momentum and successful integr…

BBSI Reports Second Quarter 2026 Financial Results

BBSI Reports Second Quarter 2026 Financial Results

Barrett Business Services, Inc. (NASDAQ: BBSI) reported Q2 2026 revenues increased 4% to $319.3 million with gross billings rising 3%. Despite revenue growth driven by new client additions and higher billings per employee, net income declined to $12.9 million ($0.52 per diluted share) compared to $18.5 million ($0.70 per diluted share) last year, m…

Palantir: Q2 Confirms Enterprise AI Flywheel — Trade Plan for Durable Growth, But Valuation Demands Respect

Palantir: Q2 Confirms Enterprise AI Flywheel — Trade Plan for Durable Growth, But Valuation Demands Respect

Palantir reported $1.9B in Q2 revenue (93% YoY) and raised FY guidance to roughly $8.15B, signaling that enterprise AI adoption is accelerating beyond government work. The stock is richly valued, but momentum, improving fundamentals, and a still-small commercial AI penetration argue for a targeted long trade over the next 180 trading days with a st…

Ares Arranges $2.2 Billion Direct Loan to Back MedImpact Acquisition

Ares Arranges $2.2 Billion Direct Loan to Back MedImpact Acquisition

Ares Management is leading a $2.2 billion direct loan to fund MedImpact Holdings Inc.'s acquisition of Puerto Rico-based Medical Card System, Inc. The debt would carry a premium of at least 8 percentage points above the benchmark rate, be secured as second-lien, and remains subject to ongoing negotiations. Ares Class A shares fell 2.3% on Wednesday…

U.S. Suspends Avocado Export Inspections in Michoacan Following Security Alert

U.S. Suspends Avocado Export Inspections in Michoacan Following Security Alert

U.S. authorities have paused avocado export inspections in Mexico’s Michoacan state after a security alert, interrupting USDA verification at authorized packinghouses. The suspension prevents normal processing of fruit destined for the United States and could delay shipments from a region that supplies the bulk of Mexico’s exports to its largest ma…

Freshworks: Multi-Product Momentum at a Compelling SaaS Price

Freshworks: Multi-Product Momentum at a Compelling SaaS Price

Freshworks is showing durable multi-product sales strength, positive cash flow, and improving profitability while trading at a reasonable multiple for a software company. We like a risk-defined long trade at current levels ($11.50) targeting a re-rating to $16.00 over a 180 trading-day horizon, with a stop at $9.75.