Rick Orford
About The Author
LATEST ARTICLES
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SoFi’s Business Is Changing, But the Stock Hasn’t Caught Up
SoFi Technologies (NASDAQ: SOFI) still carries real risks, especially around credit quality, dilution, and the economic cycle. But if execution continues and losses remain manageable, the stock’s dead money phase may not last forever. Stock prices used were the market prices of June 5, 2026. The video was published on June 16, 2026. On the…
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3 Space Stocks That Could Benefit Before the SpaceX IPO

The SpaceX IPO could become one of the biggest market events the space industry has ever seen. But investors don’t have to wait for SpaceX to go public to start looking for opportunities in the space economy. Several public companies already offer exposure to the same long-term themes driving investor interest in space stocks, including…
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5 AI Infrastructure Stocks to Watch in 2026

Many investors are still focused on the most visible part of artificial intelligence: chatbots, AI agents, coding assistants, and software tools that make people more productive. However, interest in AI infrastructure stocks is rising as investors recognize how vital the technology that supports these tools has become. That makes sense. These are the products people…
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Is ServiceNow Stock a Buy as Enterprise AI Adoption Accelerates?
ServiceNow has become one of the more interesting enterprise software companies in the artificial intelligence space. The company isn’t trying to build the next consumer chatbot. Instead, ServiceNow is positioning itself as the platform large companies use to turn AI into real work. That distinction matters because the enterprise AI opportunity is much bigger than…
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Robinhood’s Stunning Wealth Pivot Could Unlock Massive Upside
Robinhood (NASDAQ:HOOD) may be entering a new phase where trading activity matters less than customer assets, retention, and monetization. That could create a powerful upside story if the company turns its growing asset base into recurring revenue. But with a premium valuation already attached, execution risk is still impossible to ignore. Stock prices used were…
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Rocket Lab’s Stunning SpaceX Alternative Thesis Just Got Stronger
Rocket Lab (NASDAQ:RKLB) has surged as investors rethink its role in the space economy. The company’s growing backlog, national security contracts, and Neutron ambitions make the SpaceX alternative thesis harder to ignore. But with the stock trading at a steep premium, the next phase may depend on whether Rocket Lab can turn promise into durable…
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BlackSky’s Explosive Rally Raises a Crucial Valuation Question
BlackSky (NYSE:BKSY) is trying to evolve from a satellite imagery company into a real-time intelligence platform. That shift could matter because governments increasingly want actionable intelligence, not just raw images. If recurring subscriptions become a larger part of the business, investors may eventually view BlackSky through a very different lens. Stock prices used were the…
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Microsoft Stock Looks Shockingly Cheap as AI Momentum Builds
Microsoft (NASDAQ:MSFT) is facing a strange investor dilemma. The company’s AI business is growing fast, Azure demand remains strong, and Wall Street still sees upside. Yet the stock has reset as investors question whether massive AI infrastructure spending can produce enough future profit to justify the cost. Stock prices used were the market prices of…
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These Space Stocks Could Unlock Massive Upside
Rocket Lab (NASDAQ:RKLB), AST SpaceMobile (NASDAQ:ASTS), and Redwire (NYSE:RDW) are not the same kind of bet. One is building a broader launch and systems platform. One is trying to connect ordinary phones from space. One supplies critical technology behind missions. That contrast is what makes the group so interesting for long-term investors. Stock prices used…
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Ormat’s Explosive Growth Story Comes With a Dangerous Valuation Catch
Ormat Technologies (NYSE:ORA) may be moving from overlooked renewable energy company to serious artificial intelligence infrastructure play. Its geothermal assets, storage growth, and data center agreements create a compelling long-term story. Still, valuation matters. With the stock already up sharply, investors have to decide whether Ormat’s reliable power advantage is powerful enough to justify the…