Twist Bioscience Soared — We're Still Not Buying
Twist Bioscience (TWST) just had a massive run-up after Anthropic's protein design results put its DNA synthesis platform in the spotlight. Here's what's really driving the stock — and whether it's st...
17 Sep 14min
The Fastest-Growing Chip Stock Is Also the Most Hated
We compare Credo (CRDO) against Broadcom (AVGO), Marvell (MRVL), and Astera Labs (ALAB) on revenue growth, gross margin, operating margin, and free cash flow margin — four fabless companies selling in...
15 Sep 13min
AI Data Center Spending Means Good Times For Semiconductors Continue -- Oracle ORCL Stock Analysis
We break down the takeaways from Oracle's (ORCL) Q1 fiscal 2027 earnings call — what to expect through 2026 and into 2027–2028 as hyperscaler CapEx stays high but is set to slow in growth by 2027, and...
14 Sep 12min
Nvidia's Biggest Acquisition Ever: $12.9B for Hugging Face (Can It Survive Regulators?)
Nvidia just proposed its largest acquisition ever — $12.9 billion for Hugging Face. But regulators in the US, EU, and China may have other plans.Nvidia has announced plans to acquire Hugging Face, the...
10 Sep 15min
Pure Storage Is Now Everpure — and Free Cash Flow Just Went Negative (P Stock)
Pure Storage just rebranded to Everpure — and in the same stretch, free cash flow went negative 20% in a single quarter. Here's what's really going on.Pure Storage has officially rebranded as Everpure...
10 Sep 19min
Procept Is Down 80% and the Tech Works — So Why Won't We Buy PRCT?
Procept BioRobotics is down roughly 80% from its 2025 highs but the technology behind its Aquablation system genuinely works. So why won't we put PRCT in our portfolio?Procept (PRCT) has one of the mo...
10 Sep 28min
Why Oscar Health's 'Great Quarter' Isn't What It Looks Like
Oscar Health looks like a screaming buy — growing revenue, growing members, positive free cash flow. So why does the market keep discounting it? We ran the numbers.Oscar Health (OSCR) just posted stro...
10 Sep 11min
Palo Alto Is Up 1,400% in a Decade — What Comes Next? (PANW FY2026)
Palo Alto Networks (PANW) has been flying high into the end of FY2026. After a decade-long 1,400% run — capped by a broader cybersecurity rally following the Anthropic "Mythos moment" in early 2026 — ...
2 Sep 14min
