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General News

Tesla Dropped 3% With EPS Down 40% at 362x Earnings - Here's the Only Thesis That Justifies Owning TSLA at $1.49 Trillion

High Valuation, High Risk

Nitish Kishor | 10 June 2026

SanDisk Is the $1,646 Stock at 57x Earnings With a Buy Rating - Here's Why the AI NAND Supercycle Makes This the Most Misunderstood Storage Stock

Understanding the Valuation

Nitish Kishor | 10 June 2026

Qualcomm Dropped 5.7% on ByteDance Custom Chip News - Here's What This Means for QCOM's AI PC and Smartphone Strategy

Impact of ByteDance's Decision

Nitish Kishor | 10 June 2026

NVIDIA Is the $5 Trillion Company Still Growing EPS at 110% - Here's the Specific Data That Justifies Every Dollar of That Valuation

Growth Trajectory and Market Position

Nitish Kishor | 10 June 2026

Meta Is the Cheapest Magnificent 7 Stock at 21x Earnings - Here's Why $27 in EPS at $584 Makes META the Most Undervalued Mega-Cap AI Company

Meta's Unique Position in the Market

Nitish Kishor | 10 June 2026

Alphabet Is the Only AI Mega-Cap in the Green Today - Here's Why GOOG at 27x Earnings Growing 46% Is the Best Risk-Adjusted Buy on This Entire Screen

Performance Amidst Broader Declines

Nitish Kishor | 10 June 2026

Micron Is the $1 Trillion AI Memory Stock That Just Posted 409% EPS Growth - Here's Why It's the Most Underrated Semiconductor Play in the Market

A Unique Position in the AI Landscape

Nitish Kishor | 10 June 2026

Lumentum Crashed 8% on Above-Average Volume - Here's Whether the AI Optical Networking Selloff Is a Buying Opportunity or a Thesis Change

Market Reaction and Context

Nitish Kishor | 10 June 2026

Nuvalent Surged 39% on 43x Normal Volume - Here's the Cancer Drug Breakthrough That Just Validated a $10 Billion Oncology Investment Thesis

A Transformative Moment for Nuvalent

Nitish Kishor | 10 June 2026

Applied Materials Is Up 1.4% as Chips Sell Off - Here's Why the Semiconductor Equipment Maker Is the Quiet Strong Buy That Wins Regardless of Which Chip Company Wins

The Semiconductor Landscape

Nitish Kishor | 10 June 2026

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