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RTX Just Crossed a Quarter-Trillion Market Cap β And the Defense Backlog Says It's Not Done
Raytheon Technologies hit $251B market cap as its defense backlog swells to a record $271 billion. With NATO spending targets rising and Patriot interceptors in...
AMD's $839 Billion Bet: MI400 and the AI Chip Comeback Nobody Saw Coming
AMD just went from also-ran to credible threat. Revenue up 37.8%, data center is the new main character, and the MI400 could flip the script on Nvidia. Here's w...
The Lazarus Trade: CrowdStrike Weaponized the Worst IT Disaster in History β Now It's Splitting 4-for-1
CrowdStrike turned the July 2024 outage into an AI-powered cybersecurity moat. $5.51B ARR, 97% renewal rate, Charlotte AI making the SOC autonomous, and a 4-for...
Meta Just Killed Open-Source AI and Nobody's Clapping
Meta abandoned its open-source AI strategy after Llama 4 flopped, paying Alexandr Wang $14.3B to build proprietary Muse Spark. The stock is down 13% YTD despite...
Palantir Is Growing Revenue 85% And The Market Just Doesn't Care
Palantir's Q1 2026 numbers are absurd β 85% revenue growth, 53% net margins, U.S. commercial up 133%. Yet PLTR trades 30% off highs. Here's why the disconnect w...
Alphabet's AI Everything Strategy: The Talent Bleed and the $4.22T Reality Check
Alphabet lost a Gemini co-lead and Nobel laureate John Jumper to Anthropic in late June 2026, triggering a $250-270B single-day market cap wipeout. But the unde...
$MU Is Up 805% in a Year β And It's Still the Cheapest AI Stock on the Board
Micron Technology ($MU) crossed $1.24 trillion in market cap as the AI-driven HBM memory boom sent revenue soaring 196.3% to $58.12 billion. Gross margins hit 7...
The SpaceX Lockup Calendar: When To Buy $SPCX
SpaceX's record-shattering IPO saw the stock surge past $225 before settling back. But with under 5% float and a complex 16-date lockup structure releasing shar...
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Key Metrics (TTM)
| Metric | AXON | META | PLTR | RTX | NFLX | RBRK | NVDA | AVAV |
|---|---|---|---|---|---|---|---|---|
| Revenue (TTM) | $2.98B | $214.96B | $5.22B | $90.37B | $46.89B | $1.32B | $130.5B | $734M |
| Rev Growth (YoY) | +33.5% | +22.2% | +56.2% | +9.7% | +15.9% | +48.5% | +114.3% | +40.3% |
| Net Income | $205.99M | $70.59B | $2.28B | $7.26B | $13.37B | $-348.83M | $72.88B | $75.2M |
| P/E Ratio | 182.4x | 23.0x | 175.9x | 33.7x | 27.7x | N/A | 38.5x | 42.1x |
| Price/Sales | 12.1x | 7.5x | 71.8x | 2.7x | 7.7x | 12.3x | 21.5x | 8.9x |
| Target Upside | +50.4% | +30.4% | +27.8% | +22.5% | +33.7% | +5.6% | +31.2% | +24.7% |
Marvell Crashed the S&P 500 Today. Jensen Huang Says It's a Trillion-Dollar Company.
Marvell just joined the S&P 500. Its stock tripled in 2026. Jensen Huang called it the next trillion-dollar chipmaker. Here's why custom ASICs and a $2B Nvidia ...
The Bitcoin Miner That Became a Dark Horse AI Cloud Provider
HIVE Digital Technologies stock surged roughly 20% in a single session after unveiling a $220M GPU cloud contract with Bell Canada and Cohere for 2,304 NVIDIA G...
IREN Was a Bitcoin Miner. Then It Built Something Wall Street Couldn't Ignore.
IREN ($IREN) started as a Bitcoin miner. Wall Street dismissed them as a commodity play riding a volatile coin. But instead of dying with the crypto cycle, IREN...
Half the AI Data Center Budget Goes to Cooling. Vertiv Just Proved It Owns the Lane.
Vertiv's $15B backlog, Nvidia Vera Rubin lock-in, and 50% EPS growth make VRT the overlooked AI infrastructure king. Up 200% in a year with a first-ever dividen...
MDA Space: The Arms Dealer of the Orbital Economy
MDA Space (TSX: MDA) posted Q1 2026 revenue of $464.1M (+32.2% YoY) with a fortress $3.7B backlog and just acquired Blue Canyon Technologies for $620M to plant ...
Cloudflare Just Bet the Company on AI Agents. The Post-Earnings Selloff Was Greed Talking.
Cloudflare laid off 1,100 people to go all-in on AI agents, and the market punished the stock 24%. But underneath the margin compression panic, the Workers plat...
Lockheed's $186B Secret Nobody's Talking About
Lockheed Martin quietly holds a $186B backlog, a 416-jet F-35 pipeline, and the West's only operational hypersonic weapon program. The stock trades at 16x forwa...
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The $2 Trillion AI Play Wall Street Keeps Sleeping On
Broadcom crossed $1.957 trillion in market cap as AI chip revenue exploded 143% to $10.8 billion in Q2 FY2026. With Q3 AI guidance of $16 billion and a path to ...
Rigetti Drops 108 Qubits: The Quantum Roadmap Wall Street Is Sleeping On
Rigetti's 108-qubit Cepheus system is live on AWS, Azure, and qBraid. With $569M in cash, three government deals, and a roadmap targeting quantum advantage by 2...
Everyone's Staring at Nvidia. Broadcom Just Quietly Built a $73 Billion AI Backlog.
While the GPU wars dominate headlines, Broadcom has quietly amassed a $73 billion AI backlog building custom chips for Google, Meta, OpenAI, and Anthropic. With...
From Blue Screen to Green Prints: CrowdStrike's Impossible Comeback
CrowdStrike's 2024 outage crashed 8.5M Windows systems and was supposed to be a death sentence. Instead, 97% customer retention, $5B+ revenue, $3.2B in Falcon F...
The SaaSpocalypse Bet That Backfired
ServiceNow stock has been cut 35% YTD despite revenue accelerating to 21% growth with 76% gross margins and $1.5B in expected AI revenue. The market priced in a...
SoFi Is Down 36% YTD While Printing Record Profits. Someone's Getting This Wrong.
SoFi Technologies ($SOFI) is down 36% YTD despite 10 consecutive GAAP-profitable quarters, record Q1 revenue of $1.1B (+43% YoY), and 14.7M members. With a forw...
Palantir Has $13.7B in Government Contracts, Revenue Doubled β and the Stock Is Down 24%. This Is the Trade.
Palantir has $13.7B in multi-year contract ceilings, 20,000 Maven users across 5 combatant commands, and revenue that nearly doubled to $1.63B. The stock is dow...
AMD Is Quietly Building an AI Empire While Everyone's Watching NVIDIA
AMD's data center segment hit $5.8B in Q1 2026, up 57% YoY, crossing 50% of total company revenue. With the MI400 chip on TSMC 2nm coming this year and a massiv...
TSMC Just Proved Its Moat Doesn't Shrink β It Widens
TSMC's 2nm dominance proves its competitive moat widens with every node shrink. With 90%+ advanced foundry share, $119B in revenue, and a capex wall no rival ca...
Meta's Printing $70 Billion a Year in Profit and the Stock Got Crushed Anyway β The AI Bet Is Either Genius or Reckless, and at 16x Forward Earnings You're Not Paying for Either
Meta Platforms is delivering the strongest revenue growth since 2021 at 33% YoY with 82% gross margins and a 16x forward P/E β yet the stock has underperformed ...
Zscaler Got Cut in Half While the Business Accelerated β This Isn't Broken, It's a Structural Buy
Zscaler is down 42% YTD despite accelerating revenue growth, $6B+ in contracted backlog, and a zero-trust architecture with no real substitute. This is a struct...
ARM Is the Ghost in Every AI Server β and It's Just Getting Started
ARM Holdings doesn't make a single chip, but its CPU architecture powers 99% of smartphones and increasingly every hyperscale AI server. NVIDIA Grace, AWS Gravi...
KTOS Is Down 29% While the Business Is Accelerating β The Valkyrie Drone Army Bet Nobody's Pricing In
Kratos Defense ($KTOS) is down 29% YTD to $56.15 despite $1.415B in TTM revenue (+22.6% YoY), a $2.01B backlog, and a string of massive new contracts from Space...
Broadcom Just Dropped a $22B Quarter and the Stock Tanked. Here's Why That's Insane.
Broadcom reported Q2 FY2026 revenue of $22.19 billion β up 48% YoY β with AI semiconductor revenue surging 143% to $10.8 billion. The stock sold off 12.59% beca...
The Blueprint: Google's Quiet Military Pivot
The Pentagon amended its Google contract to extend Gemini AI into classified IL6/IL7 military networks for 'any lawful government purpose.' Over 600 employees s...
The Invisible Rocket Company: Why Wall Street is Missing Rocket Lab's Real Money Printing Press
Rocket Lab's Space Systems division generated $136.7M in Q1 2026 (68% of revenue) while the launch business everyone obsesses over brought in $63.7M. With Neutr...
Jensen Drops the Hammer at Computex 2026 β NVIDIA's Vera Rubin Platform and Arizona Fab Redraw the AI Map
Jensen Huang's Computex 2026 keynote was a declaration of total platform dominance. Vera Rubin delivers a generational leap in inference throughput. Arizona is ...
Palo Alto Networks Just Built the Only Cybersecurity Stack That Matters β and Wall Street Is Finally Catching On
Palo Alto Networks is consolidating the cybersecurity industry under a single platform β Strata, Prisma, Cortex, and the new Idira identity suite. With $8.1B in...
Netflix Just Tripled Its Ad Audience In a Year While the Stock Got Cut In Half β the Disconnect Is Insane
Netflix added 60M ad-tier MAUs in seven months, tripling to 250M in a year. Stock is down 40% from highs at $80.77 despite 86% earnings growth and a 21x forward...
The Momentum ETF That Quietly Became a Portfolio Staple
Invesco's S&P 500 Momentum ETF (SPMO) has become one of the smartest portfolio building blocks on the market β massive semiconductor exposure, microscopic fees,...
The Outage That Was Supposed to Kill CrowdStrike Built an AI Moat Nobody Can Touch
CrowdStrike turned its July 2024 outage into an AI-powered data moat. $5.25B ARR, 97% gross retention, and Charlotte AI AgentWorks position CRWD at the center o...
Iridium Just Ripped +168% YTD and Nobody's Talking About It β The Defense-and-IoT Satellite Monopoly the SpaceX Hype Buried
Iridium Communications ($IRDM) has returned +168.1% YTD, surging from $17.65 to $47.32, driven by the Aireon acquisition (full ownership of space-based ADS-B ai...
Microsoft Just Got Taken Out Back and Beaten 17% β Here's Why That's a Gift
Microsoft (MSFT) is down 17% YTD from $471 to ~$391, but the business is accelerating everywhere that matters. Azure growth re-accelerated to 40% YoY, AI revenu...
AMD Just Hit $834B β And The MI400 Is Why Wall Street's Not Selling
AMD crossed $834 billion in market cap as its Instinct GPU line surpassed EPYC CPU revenue for the first time. With the MI400 'Altair' platform ramping in H2 20...