The Breadcrumb Trail (DT Q4 FY3/24 Earnings Review)
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Earnings Analysis
More Boxes, More Problems (FTNT Q1 FY12/24 Earnings Review)
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Reports Of Its Demise May Prove Premature (PANW Q3 FY7/24 Earnings Review)
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Defense Stocks Continue To Play Offense (LMT Q1 FY12/24 Earnings Review)
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But We’re Ohana! Stop Selling! (CRM Q1 FY1/25 Earnings Review)
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Let's Not Talk About The Bad Old Days! (OKTA Q1 FY1/25 Earnings Review)
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Two Tech Stock Recovery Ideas
Here are two long ideas you could factor into your own work. Each of the two picks we are sharing is rated as 'Accumulate.' We believe each has the potential to provide material gains. We also believe each is close enough to a sensible stop-loss placement, allowing effective risk-management.
The Next Nvidia? The Case For ARM
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Sometimes You Do Actually Have To Put The Work In (TWLO Q1 FY12/24 Earnings Review)
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Looks Cold, Isn't.
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