Our community narratives are driven by numbers and valuation.
1. The Empire of E-Commerce + Everything Else Amazon is the unchallenged king of U.S. e-commerce , with over 37% market share — Walmart is still staring at the rearview mirror.Read more

SoFi Technologies (SOFI) continues to ride the waves in the financial world, propelled by robust membership growth, product adoption, and diversification across its ecosystem. In Q3 2024, the company declared a massive stock price increase over the past month, propelled by investors’ strong confidence in the company’s performance and general potential for further growth.Read more
Microsoft’s latest earnings show the company is executing exceptionally well on AI and cloud growth, but the financial story is no longer about easy margin expansion—it's now about whether the company can sustain profitability while investing heavily in AI infrastructure. For its most recent quarter, revenue grew 18% year over year to $77.7 billion , while adjusted EPS jumped 23% to $4.13 , blowing past analyst expectations of $75.3 billion and $3.67 (LSEG).Read more
Automatic Data Processing, Inc. (NASDAQ: ADP) remains one of the most reliable pillars in human capital management, blending predictable cash flows with an expanding suite of digital HR solutions.Read more
Catalysts Cost Reductions : Over $70M in annualized savings from facility consolidation and SG&A cuts could boost margins. Acquisitions : Recent deals may enhance growth.Read more
Summary I believe Nvidia is positioned to sustain robust growth over the next three years, driven by its dominance in artificial intelligence (AI) and data-center semiconductors. However, as an individual analyst, I am mindful of valuation and risk factors.Read more
The energy sector is a bedrock of global markets, offering investors one of the most unique blends between growth potential and reliable income through the payment of dividends. For 2025, many other specialized stock analysts and I have compiled three prominent stocks in the energy industry that could see the most stable growth potential and incomes from dividends that can help investors capitalize on the sector’s resilience: Canadian Natural Resources Ltd.Read more
Alphabet, the parent company of Google, has consistently demonstrated its prowess in innovation and strategic foresight. While the recent quarterly results have showcased impressive financial performance, it's the company's relentless pursuit of long-term value creation that truly sets it apart.Read more

Catalysts Tesla has several exciting products and services in the pipeline that could significantly impact sales and earnings: Cybertruck : This highly anticipated electric pickup truck is expected to hit the market soon. Its unique design and features could attract a new segment of customers.Read more