$Oracle(ORCL)$ Good day, fellow investors. Oracle Corporation (ticker symbol: ORCL) just reported its latest earnings, and the results have the stock soaring over 7% in after-hours trading — a move that's holding steady and suggests strong underlying momentum. But what exactly is driving this rally? Is it sustainable? What do the numbers really tell us about Oracle’s business transformation and its positioning in the broader AI and cloud infrastructure boom? And most importantly: should Oracle be on your buy list right now? Let’s break it all down — from the earnings headline figures to the long-term outlook, valuations, and technical setup. If you find value in deep-dive analysis like this, please consider subscribing, hitting the like button, an

$WTI Crude Oil - main 2508(CLmain)$ $Exxon Mobil(XOM)$ $RTX Corp(RTX)$ $Spdr S&P Oil & Gas Exploration & Production Etf(XOP)$ With escalating geopolitical tensions in the Middle East, particularly involving Iran and potential U.S. military involvement, energy and defense stocks have come back into sharp investor focus. The question now is whether there's still time to buy—or if the rally has already priced in the risks. Oil & Energy Sector Outlook Oil prices have surged recently, with both WTI and Brent approaching their highest levels of 2025. The concern is that if the U.S. becomes directly involved in

$The Kraft Heinz Company(KHC)$ A few days ago, we explored why financial markets appear to be approaching a moment of reckoning. Rising macro pressures, stickier-than-expected inflation, and the fading tailwinds of low interest rates are forcing investors to rethink their strategies. But amid the uncertainty, a timeless truth remains: long-term investors are rewarded not by markets that rise endlessly, but by the quality and cash flow of the businesses they own. That brings us to a stock quietly flashing value signals: Kraft Heinz (NASDAQ: KHC). While many are quick to dismiss legacy food companies as “boring” or “declining,” some seasoned investors are starting to see an opportunity. One viewer comment summed it up perfectly: “Now is the time to b

$Sunrun(RUN)$ Sunrun Inc. (NASDAQ: RUN), the largest residential solar and battery storage installer in the United States, recently reported its Q1 2025 results—and while the broader solar sector continues to face considerable macroeconomic headwinds, Sunrun's earnings showcased a company that's gradually regaining its footing. The results revealed a business that is leaning heavily on its scale, technology edge, and recurring revenue model to navigate through a high-interest-rate environment, declining subsidies, and increasing competition. Fundamental Analysis While Q1 2025 earnings show stabilization, there are a few critical variables that will determine Sunrun’s trajectory in the months ahead: Interest Rate Sensitivity: Higher financing costs

$Warner Bros. Discovery(WBD)$ Let me take you back a few years—because my relationship with Warner Bros. Discovery (ticker: WBD) didn’t start with the company in its current form. I first bought into the business when it was still known as Discovery Inc., around 2021. At the time, I was intrigued by the company’s lean operating model, its solid grip on nonfiction content, and what I perceived to be a strong, differentiated niche in the media space—particularly compared to the more capital-intensive streaming players like Netflix. Then came 2022, a pivotal and ultimately painful turning point. That’s when Discovery completed its much-discussed merger with WarnerMedia, a bold and highly leveraged move that turned Discovery into the media behemoth now

$Grab Holdings(GRAB)$ Let me share my latest thoughts on Grab Holdings—a company that has quietly but consistently stayed on my radar for some time. Broadly speaking, I remain constructive on the long-term investment case for Grab. While it may not be the flashiest name in tech anymore, I think it represents a compelling opportunity within the broader Southeast Asian growth narrative. There are multiple elements within its business model that align well with what I typically look for when evaluating companies for a long-duration portfolio—things like founder-led leadership, strong balance sheet, growing cash flows, a durable moat, and exposure to secular tailwinds. That being said, before I make any serious allocation decision, I always run a comp

$UnitedHealth(UNH)$ One of the most intriguing stories emerging from recent congressional stock trades involves a company that has been heavily sold off by some members of Congress, yet remains a favored buy among institutional investors and Wall Street analysts. This stock, which has seen a significant price decline over the past year, presents a complex picture of risk and opportunity that’s worth a closer look. Performance Overview: A Sharp Decline Amid Long-Term Strength Over the last twelve months, this stock has fallen by a substantial 37%, reflecting significant investor caution or profit-taking. The downtrend has continued into 2025, with the year-to-date drop reaching approximately 38%, further intensifying the pressure on the stock price.

$Vici Properties(VICI)$ $Realty Income(O)$ In a recent articles, I explained why I’m choosing to invest in Real Estate Investment Trusts (REITs) instead of rental properties. In short, REITs are still significantly discounted, and I believe their lower valuations will lead to higher returns in the years ahead. However, some of you may misunderstand the core advantages of investing in REITs due to common misconceptions. I noticed several comments claiming that REITs are less rewarding because they don’t benefit from leverage, they’re not tax-efficient, and investors are paying managers instead of being hands-on. Misconception 1: REITs Don’t Benefit from Leverage The first misunderstanding is the belief that R

$Sarepta Therapeutics(SRPT)$ Sarepta Therapeutics (NASDAQ: SRPT), a biotechnology company at the forefront of genetic medicine with a special focus on Duchenne muscular dystrophy (DMD), delivered its Q1 2025 earnings report, offering investors a nuanced blend of optimism and caution. While revenue growth remains solid and early returns from its recently launched gene therapy drug Elevidys are encouraging, Sarepta is still navigating the challenges of scaling its commercial operations, securing broad regulatory approvals, and achieving sustainable profitability. Sarepta Therapeutics, a key player in the gene therapy space focused on treating Duchenne muscular dystrophy (DMD), saw its shares plunge by over 46% after the company disclosed a second pa

$Regeneron Pharmaceuticals(REGN)$ Today I want to talk about Regeneron Pharmaceuticals—ticker REGN. But this isn’t going to be a deep-dive valuation or a classic stock pitch. Instead, I’m using Regeneron as a jumping-off point for a broader discussion about strategy, understanding your own investing limitations, and the importance of staying within your circle of competence—a concept popularized by Warren Buffett and one that has served me well over the years. Before we get started, just a quick reminder: this isn’t individual investment advice. It’s simply how I approach stock analysis and think through certain investment decisions. Why Talk About Regeneron? Over the past week or so, I’ve had a dozen or more people message me or comment asking wh

$Eli Lilly(LLY)$ As part of our ongoing investigation into congressional trading activity, the next company on our radar is one of America’s pharmaceutical crown jewels: Eli Lilly & Co. (NYSE: LLY). Now, if you've been tracking the healthcare sector even loosely over the last few years, you’ll know Eli Lilly isn’t just any drugmaker — this is a company at the forefront of a revolution in obesity, diabetes, and oncology treatment, and one that has outpaced nearly every peer in its class. But despite that strong long-term performance, members of Congress — those who often have early access to critical regulatory and legislative information — have been selling shares in Eli Lilly. So what’s going on here? Are lawmakers taking profits? Is there pol

$Tractor Supply(TSCO)$ Hey everyone, and welcome back. Today we’re going to be analyzing Tractor Supply Company—ticker TSCO. Earnings Overview – Tractor Supply Company (TSCO) Let’s take a closer look at Tractor Supply’s earnings trends, growth consistency, and what the next few years might hold. 10-Year EPS Growth (2014–2024) Adjusted EPS has grown from around $2.50 in 2014 to an estimated $10.00–$10.20 in 2024. That represents a compound annual growth rate (CAGR) of roughly 14%, well above the S&P 500 average. However, a big portion of this came from: COVID-era demand tailwinds Aggressive share buybacks, which boosted per-share metrics Tax reform in 2018, which added a one-time boost to net margins Earnings Quality Operating margins have expa

$Docusign(DOCU)$ In today’s articles, I want to discuss DocuSign (ticker: DOCU), which just released its latest quarterly earnings. Unfortunately, the market didn’t take the news well—DocuSign shares dropped roughly 20% immediately after the earnings release. As someone who has had this stock rated as a Buy all year long in 2025, I’ll be upfront: that drop was frustrating and disappointing. Now, a price move like that always warrants a closer look. So in this episode, I’m going to break down what happened in DocuSign’s earnings report, why the market reacted the way it did, and whether I still view the stock as a buying opportunity. We’ll walk through the revenue numbers, billings, profitability metrics, cash flows, and management’s commentary. I’

$UnitedHealth(UNH)$ As we approach the midpoint of 2025, markets have been showing increasing strength. Year to date, we've seen a significant number of companies return to positive territory, with many climbing into double-digit gains. Investors are feeling more confident, and optimism is cautiously returning. But while the broader market is stabilizing—and even thriving in some areas—there’s one glaring outlier that stands in stark contrast. That outlier is UnitedHealth Group (UNH)—a company that has not only been one of the worst performers in its sector but may actually be the worst-performing stock in the entire S&P 500 this year. Stock Performance: UNH in Freefall UnitedHealth’s stock is down roughly 40% year to date, an astonishing drop

$IBM(IBM)$ This week, IBM made a stunning announcement that could change the future of quantum computing — and in this articles, I’m going to break down exactly what that means for investors. IBM has unveiled plans to build the world’s first large-scale, fault-tolerant quantum computer — a machine capable of performing complex quantum operations without errors. It’s called Starling, and it’s scheduled to launch by 2029. But this article isn’t just about the technology — it’s about the investment case. I’m going to walk you through why IBM remains one of my top stocks to buy in the quantum computing space and why I believe it offers a more compelling investment opportunity than many of the so-called “pure-play” quantum stocks like IonQ, Rigetti, D-W

$Snowflake(SNOW)$ Back in March 2025, I rated Snowflake (NYSE: SNOW) as a buy. The stock was trading at around $150, and I believed the company’s long-term prospects combined with an improving valuation made it a compelling opportunity to begin accumulating shares. Fast forward to June, and the stock has surged past $210, marking a strong rally in a short period. So, the question now is: should investors still be accumulating shares, or is it time to pause and hold? Why Snowflake Looked Attractive in March Snowflake’s business model has long impressed me. It boasts one of the strongest customer value propositions in the enterprise software space. The company's net revenue retention often exceeds 130%, a sign that customers are consistently increas

$NIO Inc.(NIO)$ NIO remains one of the most fascinating companies in the global electric vehicle (EV) industry. As a designer, manufacturer, and seller of premium EVs based in China, it continues to push boundaries with both its technology and product strategy. But despite all of its innovations, including some very promising growth trends, I'm still not upgrading the stock to a Buy—and in this report, I’ll explain why. Let’s start with one of NIO’s key differentiators: battery swap technology. Battery Swap: A Game-Changer? One of the most innovative aspects of NIO’s platform is its battery swap stations—an alternative to traditional EV charging. Instead of waiting 20 to 40 minutes to recharge your battery (or even longer depending on charger avail

$S&P 500(.SPX)$ Major developments are brewing on the global stage. The United States and China are scheduled to hold a critical round of trade talks on June 9th, and the location of these discussions is as curious as it is telling — London. At first glance, London seems like an odd choice. It’s not neutral territory in the traditional sense, especially compared to truly impartial venues like Saudi Arabia or Dubai. But perhaps that’s the point — this isn't just a negotiation; it's a geopolitical chess match, and the pieces are already in motion. This upcoming event is far more than a diplomatic footnote. It’s a signpost for the future trajectory of U.S.-China relations, possibly for the next decade. Expect China to arrive in London prepared an