Lithium Americas LAC stock prediction: $7.20 bull case vs…
The United States government does not own five per cent of Lithium Americas Corp. (NYSE: LAC). It owns something more interesting, and almost every...
MP Materials MP stock prediction: $82 bull case vs $38 bear…
The most repeated sentence about MP Materials is also the least accurate one: that Washington "bought a stake" in the rare earth miner the...
BigBear.ai BBAI Stock Prediction: $5.60 Bull vs $2.25 Bear
BigBear.ai grew revenue 13% last quarter and its shareholders got poorer. That is not a contradiction, and it is the single most important thing...
Bloom Energy BE Stock Prediction: $360 Bull vs $130 Bear
Bloom Energy is the rarest thing in the AI-power trade: a company where the fundamentals arrived before the story got tired. Most of this...
NuScale SMR Stock Prediction: $18 Bull vs $4.50 Bear
NuScale Power booked $75,000 of revenue last quarter. Not $75 million - seventy-five thousand dollars, down from $8.1 million a year earlier, per the...
Energy Stocks: CCJ $99, CEG $279, EQT $54 and VST $147
Energy has been the best-performing corner of the market this month, and almost every explanation of why is wrong. The sector ETFs rallied -...
Dollar mostly flat after inflation meets expectations
The US dollar has held around familiar areas with July’s inflation matching the consensus precisely.
American inflation, headline and core, on 12 August was as...
Arm ARM stock prediction: $412 bull case vs $158 bear case
The story told about Arm Holdings after 29 July is that a great quarter got sold for no reason. That is wrong, and the...
Intel INTC stock prediction: $148 bull case vs $62 bear case
Intel did not lose $11 billion last quarter. That number is real, it is audited, and it sits at the top of the company's...
CXMT’s 466% debut hit Micron and SK Hynix — its…
The market did not sell Micron because a Chinese company started making high-bandwidth memory. It sold Micron because a Chinese company listed. ChangXin Memory...
















