Is CLS a good stock to buy? We came across a bullish thesis on Celestica Inc. on r/ValueInvesting by Wooden_Fondant_703. In this article, we will summarize the bulls’ thesis on CLS. Celestica Inc.’s share was trading at $386.50 as of June 8th. CLS’s trailing and forward P/E were 45.06 and 36.76 respectively according to Yahoo Finance. 5…
Is DLO a good stock to buy? We came across a bullish thesis on DLocal Limited on MVC Investing’s Substack by M. V. Cunha. In this article, we will summarize the bulls’ thesis on DLO. DLocal Limited’s share was trading at $11.49 as of June 8th. DLO’s trailing and forward P/E were 18.39 and 13.53 respectively according…
Is BR a good stock to buy? We came across a bullish thesis on Broadridge Financial Solutions, Inc. on Bob’s Payment Stock Substack by Bob Hammel. In this article, we will summarize the bulls’ thesis on BR. Broadridge Financial Solutions, Inc.’s share was trading at $148.98 as of June 8th. BR’s trailing and forward P/E were 16.19…
Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) is one of the 12 best buy-the-dip stocks to invest in now. As of June 5 closing, the consensus sentiment around Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) remained strongly bullish. Based on a median one-year target price of $51.87, the stock offers more than 122% upside. Sergey Nivens/Shutterstock.com Back on May 21, Kristen…
Meta Platforms (NASDAQ: META) is dealing with a lot of pressure right now. The social media giant’s stock is down more than 13% as of June 10, largely due to mounting regulatory issues and investors’ growing skepticism about spending on artificial intelligence (AI). But long-term investors willing to look past recent turbulence may find that…
Most people assume healthcare bills are high because hospitals charge too much. Mark Cuban says the problem runs deeper. Cost Plus Drugs co-founder Mark Cuban argued in a May 30 post on X that even if hospital services cost next to nothing, Americans could still end up paying more. His target was not hospitals alone,…
Plenty of companies report sales over the years. But few numbers move the global semiconductor sector as much as the monthly update from Taiwan. Every month, Taiwan Semiconductor Manufacturing Company (TSM) posts one line of revenue. TSM is the company that builds the chips inside Nvidia’s (NVDA) AI accelerators, Apple’s (AAPL) iPhones, and much of…
The race in AI is no longer just about building better models. It is now about owning the chips that power them. Amazon.com (AMZN), Microsoft Corporation (MSFT), Alphabet (GOOG) (GOOGL), and Meta Platforms (META) are expected to spend as much as $725 billion combined in 2026, mostly on AI data centers, custom chips, and networking…
Cadence (CDNS) recently announced that it had expanded its collaboration with Intel’s (INTC) chip-manufacturing unit, known as Intel Foundry. Under the deal, Intel will utilize Cadence’s AI agents and its Design IP products to enhance “Intel’s next-generation process technologies, beginning with Intel 14A.” The agreement provides evidence that my previous, bullish thesis on Cadence is…
A major traditional finance product is moving to Solana with a planned $250 million commitment. Securitize, the tokenization platform with more than $4 billion in assets under management, has expanded its Securitize Tokenized AAA CLO Fund, known as STAC, to Solana. Ethena Labs, the creator of the USDe stablecoin, plans to allocate $250 million to…
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