SoundHound (NASDAQ:SOUN) just landed an exclusive telecom platform deal that could expand its reach well beyond a single customer. The market still seems focused on losses and valuation, but this new distribution path could make the growth story much more scalable if execution holds up. Stock prices used were the market prices of April 17, … Read more
Applied Digital (NASDAQ:APLD) just posted a quarter that looked strong at first glance, yet the stock still got hit. That disconnect is what makes the story so compelling right now. The company is scaling real AI infrastructure, but investors are being forced to weigh massive upside against debt, valuation, and a business that still has … Read more
SpaceX (PRIVATE:SPACEX) could become one of the biggest investing stories of the decade, but the real opportunity may be far more complicated than investors expect. I break down why the business is so compelling, why demand is building so fast, and why the path to owning it before the IPO is anything but simple. The … Read more
Navitas (NASDAQ:NVTS) just made a high-stakes bet. The company walked away from its old mobile business to chase AI data centers and high-power markets, but the revenue payoff hasn’t materialized yet. That’s what makes this story so interesting right now. Stock prices used were the market prices of April 11, 2026. The video was published … Read more
Rocket Lab (NASDAQ:RKLB) just gave investors a major update on Neutron, and that could matter far more than the headline alone suggests. The company now has a launch window, a site, and growing momentum around its next big growth engine. Stock prices used were the market prices of April 11, 2026. The video was published … Read more
Oklo (NYSE:OKLO) has a powerful setup: compact nuclear reactors, a market suddenly more concerned about energy security, and a story investors badly want to believe. But there’s still a huge difference between promise and proof, and that gap may decide what happens next for the stock. Stock prices used were the market prices of April … Read more
Meta (NASDAQ:META) is making a massive AI bet, but the real story may be how all the moving pieces start connecting. Between smart glasses, infrastructure, and new monetization tests, there’s a case that the market still isn’t fully pricing in what this could become. Stock prices used were the market prices of April 10, 2026. … Read more
IREN (NASDAQ:IREN) is down sharply, but the CEO’s recent comments may have strengthened the long-term bull case. The real issue doesn’t seem to be weak demand. It looks like whether the industry can physically build fast enough to keep up. Stock prices used were the market prices of April 11, 2026. The video was published … Read more
Palantir (NASDAQ:PLTR) is down sharply, reopening the biggest debate around the stock: is this just a valuation reset, or the start of something worse? I break down the selloff, the Burry warning, and why the financials still complicate the bear case. Stock prices used were the market prices of April 11, 2026. The video was … Read more
Globalstar (NASDAQ:GSAT) is suddenly in the middle of a much bigger battle. Amazon’s reported takeover interest has put a spotlight on the company’s satellite network, strategic spectrum, and growing role in the future of direct-to-device connectivity. The big question now is whether this deal unlocks far more upside or whether investors are already chasing the … Read more
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