12

Jul

Cognizant: Priced for an AI Apocalypse That Isn't in the Bookings

$CTSH Stock Analysis

10 min read

05

Jul

AECOM: Priced for a Slowdown That Isn't in the Backlog

$ACM Stock Analysis

7 min read

02

Jul

The Real Threat to AI Isn't a Bubble. It's Free.

Macro Analysis

10 min read

28

Jun

Leidos: The Defence Contractor Quietly Buying the AI Power Grid

$LDOS Stock Analysis

9 min read

24

Jun

Private Credit: The Exit Is Smaller Than the Entrance

Macro Analysis

9 min read

21

Jun

Bending Spoons IPO: 90% AI-Written Code and a $20B Valuation

$BSP IPO

10 min read

17

Jun

CBOE: Priced for a Threat That Isn't There

$CBOE Stock Analysis

8 min read

14

Jun

FIS: The Mess Is Temporary

$FIS Stock Analysis

6 min read

11

Jun

SoFi Technologies: Priced for Problems That Aren't in the Filings

$SOFI Stock Analysis

7 min read

09

Jun

A World Living Off Its Oil Reserves

Macro Analysis

9 min read