Category: Stock Trading
-
On February 20th, we told readers that Nebius Group (NBIS) was “an AI infrastructure powerhouse the market was sleeping on.” While Wall Street yawned, we planted our flag: long and strong NBIS. Fast forward to today, and NBIS has rocketed nearly 100% since our call—driven by the exact kind of catalyst we expected. Microsoft Deal…
-
At Italkstocks, we believe Wall Street is overlooking one of the biggest opportunities in AI today: Oracle (ORCL). While headlines focus on Microsoft, Amazon, and Google, the true outlier—the company playing a smarter, lower-risk game—is Oracle. And with earnings coming up on September 8, we are long, strong, and extremely bullish on ORCL for the…
-
NVIDIA once again delivered a record-breaking quarter today, cementing its position as the indispensable supplier of AI infrastructure. The numbers were outstanding, but what really stood out came directly from CEO Jensen Huang: he anticipates that the world’s largest AI companies will spend $3–4 trillion over the next five years, and that NVIDIA could capture…
-
When Steve Jones first highlighted Xpeng (XPEV) on August 17, 2025, he pointed out that the company was quietly modernizing hybrids and redefining how investors should view Chinese EV startups. In the days since that post, the stock has surged, proving once again why Steve’s analysis consistently gets ahead of the curve. A Strong Move…
-
There’s been no shortage of noise around Palantir Technologies Inc. (PLTR) — and I get it. A $423 billion market cap with a triple-digit price-to-sales ratio raises eyebrows even among AI bulls. Critics are quick to throw around words like “bubble” and “hype,” especially when they see a P/S ratio above 120. But here’s the…
-
When Citron Research suggested that Palantir (NYSE: PLTR) should trade around $40 per share if it were valued like OpenAI, many investors took the bait. After all, comparing one hot AI name to another is easy headline bait. But here’s the problem: Palantir is not OpenAI. And that’s the entire point. What Citron misses—and what…
-
Let’s be real—Wall Street is obsessed with Tesla (TSLA). Elon sneezes and the stock moves. For years, Tesla has been treated as the story in EVs, the company destined to own the future of cars. But while everyone is staring at Tesla, something wild is happening under the radar: XPeng (NYSE: XPEV) is breaking records,…
-
When it comes to AI investing, Wall Street has been fixated on the same handful of names—NVIDIA, Microsoft, and a few high-flying startups. But while the spotlight shines elsewhere, Oracle (ORCL) is quietly building one of the strongest positions in the entire AI ecosystem. We believe the market has not fully woken up to its…
-
At Italkstocks.com, we pride ourselves on finding the story before it becomes the headline — and our track record just got another big win. On February 4, 2025, our own Steve Jones became the first publicly documented analyst to highlight Palantir’s exceptional Rule of 40 score of 81%. This is a key SaaS performance metric…
-
Surf Air Mobility (NYSE: SRFM) is proving that the story we broke earlier this week—The Airline Turning Into a Software Growth Story Wall Street Doesn’t See Yet—is only getting stronger. Today, SRFM shares moved higher as fresh coverage from Stonegate Capital Partners set a valuation range of $5.50 to $8.90 per share, with a midpoint…
