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MongoDB stock is showing accelerating revenue growth thanks to AI. But can the company stand up to competitive pressures...
12/19/2025

MongoDB stock is showing accelerating revenue growth thanks to AI. But can the company stand up to competitive pressures?

MongoDB stock is showing accelerating revenue growth thanks to AI. But can the company stand up to competitive pressures?

Samsara delivers strong double-digit revenue growth alongside profitability, a rare feat. Is IOT stock a buy now?
12/14/2025

Samsara delivers strong double-digit revenue growth alongside profitability, a rare feat. Is IOT stock a buy now?

Samsara delivers strong double-digit revenue growth alongside profitability, a rare feat. Is IOT stock a buy now?

We sold Xometry stock several years ago, and perhaps we shouldn't have. In this piece, we look at whether we'd consider ...
12/09/2025

We sold Xometry stock several years ago, and perhaps we shouldn't have. In this piece, we look at whether we'd consider buying $XMTR stock again.

We sold Xometry stock several years ago and perhaps we shouldn't have. In this piece we look at whether we'd consider buying $XMTR stock again

Adyen took a beating because of tariffs and a key customer. Is their stock a buy now?
12/01/2025

Adyen took a beating because of tariffs and a key customer. Is their stock a buy now?

Adyen took a beating because of tariffs and a key customer. Is their stock a buy now?

NextEra Energy, the world's largest producer of renewable energy, is now working with Google on nuclear. Can they solve ...
11/18/2025

NextEra Energy, the world's largest producer of renewable energy, is now working with Google on nuclear. Can they solve the AI energy crisis?

NextEra Energy, the world's largest producer of renewable energy, is now working with Google on nuclear. Can they solve the AI energy crisis?

Intapp stock is down while their revenues are up. Does this signal a buying opportunity for patient LegalTech investors?
11/08/2025

Intapp stock is down while their revenues are up. Does this signal a buying opportunity for patient LegalTech investors?

Intapp stock is down while their revenues are up. Does this signal a buying opportunity for patient LegalTech investors?

Electric vehicles are increasingly adopting SiC chips for their power efficiency. Which SiC chip stock is best? Definite...
11/06/2025

Electric vehicles are increasingly adopting SiC chips for their power efficiency. Which SiC chip stock is best? Definitely not Wolfspeed.

Electric vehicles are increasingly adopting SiC chips for their power efficiency. Which SiC chip stock is best? Definitely not Wolfspeed.

Investors appear to have little faith in PagerDuty stock based on its current valuation. Is it a bargain buy or a hard a...
10/31/2025

Investors appear to have little faith in PagerDuty stock based on its current valuation. Is it a bargain buy or a hard avoid?

Investors appear to have little faith in PagerDuty stock based on its current valuation. Is it a bargain buy or a hard avoid?

BillionToOne filed for an IPO and there's a lot to like about this lean company with compelling growth in prenatal testi...
10/22/2025

BillionToOne filed for an IPO and there's a lot to like about this lean company with compelling growth in prenatal testing. Oncology is next.

BillionToOne filed for an IPO and there's a lot to like about this lean company with compelling growth in prenatal testing. Oncology is next.

Pure Storage is seeing a re-acceleration of revenue growth after landing new deals with Meta, Microsoft, and Oracle.
10/21/2025

Pure Storage is seeing a re-acceleration of revenue growth after landing new deals with Meta, Microsoft, and Oracle.

Pure Storage is seeing a re-acceleration of revenue growth after landing new deals with Meta, Microsoft, and Oracle.

iRhythm stock is riding high on strong revenue growth. Can the company open new markets fast enough before it runs out o...
10/20/2025

iRhythm stock is riding high on strong revenue growth. Can the company open new markets fast enough before it runs out of new customers?

iRhythm stock is riding high on strong revenue growth. Can the company open new markets fast enough before it runs out of new customers?

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