Summary We like being on the long end of disruptive companies playing in big industries. ROKU is one such company. ROKU, on the surface, appears to b...
Summary ROKU's fundamentals are very strong, which belie the stock's current downward trajectory. ROKU is shaping up to be a bridge to a key customer...
Summary We recently recommended taking some profits on NVDA after the last earnings report, but now circling back to buying more to boost the core po...
Summary I've been wrong on Shopify, and the stock has run 30% in the meantime. SHOP continues to grow rapidly even as it laps pandemic quarters. I ex...
Summary Tesla needs 155 Hertz-sized orders to justify the revenue expectations in its stock price. Tesla’s market cap is now greater than the next 10...
Robinhood Markets has officially filed for an initial public offering for the trading app that will be one of the more hotly anticipated of the comin...
LONDON, June 30 (Reuters) - A blockchain-based token representing the original source code for the World Wide Web written by its inventor Tim Berners-...
Summary Shopify has over 1.7 million merchants bringing in a cumulative 12-month GMV of over 0 billion by accessing 7,000 apps. Shopify is dramati...
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