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JPM
JPMorgan (JPM): 15 Times Earnings, 4.6% Off Its High
JPMorgan raised its net-interest-income outlook in July, and the stock still sits a few points below its own record. A l…
News
Intel’s Turnaround Has a Real Deadline Now
Intel's stock has nearly quadrupled off its 52-week low, yet three in four covering analysts still won't call it a buy. …
BAC
Bank of America (BAC): The Deposit Spread Is the Trade
BAC trades at 13.3 times earnings, just above its five-year average, while a hawkish Fed pause reshapes the deposit spre…
News
Amazon Is Two Businesses Wearing One Stock Price
Amazon's net income tripled last quarter, but $53.4 billion of that was an accounting gain, not operating profit. I sepa…
TSMC
TSMC’s Growth Rate Is Not Normal for Its Size
TSMC's quarterly sales are growing 36% at a $2.25 trillion valuation. I look at the margins, the customer list and the m…
News
What I Check on Seeking Alpha Before I Trust an Article
AMD's Seeking Alpha grade jumped from a C to an A in three trading days this month. Here's the order I actually check th…
AAPL
Apple (AAPL): A Beat That Still Cost Shares 7%
Apple beat on revenue and EPS on July 30, and the stock fell 7.4% anyway. The services miss inside the print explains mo…
SPCX
SpaceX (SPCX) After a 53% Drop: How I Would Judge This IPO
SpaceX fell 53% from its $225.64 peak to $104.83 within weeks of listing, then climbed back above the $135 IPO price. He…
AMD
Nvidia and AMD Side by Side: Growth, Price and Payout
Nvidia's stock rose 8.7% on its last report while AMD fell 7%, despite AMD posting the bigger guidance beat. The forward…
News
Bank Stocks After the Fed’s Surprise Rate Hike
The Fed raised rates on September 16, its first hike since 2023, reversing the cut story bank investors had priced in. N…
TJX
Costco, TJX, Walmart, Five Below, Ulta: Retail Stocks Ranked
TJX sits 24.9% below its 52-week high at 23.6 times earnings, while Costco still costs 45.0 times. Here is how I rank fi…
News
The TradingView Indicator Stack Worth Understanding
RSI, MACD, Bollinger Bands, VWAP and Fibonacci retracement don't stack into a high win rate. Here's what each one actual…