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Synopsys stock took a short-term hit after a disappointing quarter, but how will its merger with Ansys affect its long-t...
09/20/2025

Synopsys stock took a short-term hit after a disappointing quarter, but how will its merger with Ansys affect its long-term prospects?

Synopsys stock took a short-term hit after a disappointing quarter, but how will its merger with Ansys affect its long-term prospects?

Lemonade vs. Root - are either of these insuretech stocks worth investing. We wouldn't, but there's one stock we do like...
09/19/2025

Lemonade vs. Root - are either of these insuretech stocks worth investing. We wouldn't, but there's one stock we do like - Guidewire.

Lemonade vs. Root - are either of these insurtech stocks worth investing. We wouldn't, but there's one stock we do like - Guidewire.

Snowflake stock is soaring lately, but Databricks may pose a serious threat. Should Snowflake investors be worried?
09/06/2025

Snowflake stock is soaring lately, but Databricks may pose a serious threat. Should Snowflake investors be worried?

Snowflake stock is soaring lately, but Databricks may pose a serious threat. Should Snowflake investors be worried?

AI is at peak hype, but do we still want to invest in AI drug discovery companies, which are pivoting into high-risk bio...
09/01/2025

AI is at peak hype, but do we still want to invest in AI drug discovery companies, which are pivoting into high-risk biotech firms?

AI is at peak hype, but do we still want to invest in AI drug discovery companies, which are pivoting into high-risk biotech firms?

TransMedics is widening its competitive moat by investing in both technology and services. Can it sustain double-digit g...
08/29/2025

TransMedics is widening its competitive moat by investing in both technology and services. Can it sustain double-digit growth?

TransMedics is widening its competitive moat by investing in both technology and services. Can it sustain double-digit growth?

PayPal vs. Block. They're both competing pretty strongly, but we believe one comes out ahead. Still, it's not without so...
08/28/2025

PayPal vs. Block. They're both competing pretty strongly, but we believe one comes out ahead. Still, it's not without some concerns.

PayPal vs. Block. They're both competing pretty strongly, but we believe one comes out ahead. Still, it's not without some concerns.

What crypto assets should you hold? How should you hold them? How much of your money should you allocate towards them? H...
08/20/2025

What crypto assets should you hold? How should you hold them? How much of your money should you allocate towards them? Here are the answers.

What crypto assets should you hold? How should you hold them? How much of your money should you allocate towards them? Here are the answers.

Concerns over lower take rates, customer concentration, and competition are battering dLocal stock. Can the company conq...
08/19/2025

Concerns over lower take rates, customer concentration, and competition are battering dLocal stock. Can the company conquer emerging markets?

Concerns over lower take rates, customer concentration, and competition are battering dLocal stock. Can the company conquer emerging markets?

Procore stock $PCOR is a way to play the digitization of the least digitized industry out there - construction. But ther...
08/14/2025

Procore stock $PCOR is a way to play the digitization of the least digitized industry out there - construction. But there are some issues.

Procore stock $PCOR is a way to play the digitization of the least digitized industry out there - construction. But there are some issues.

Unity still can't manage to grow revenues, and our patience is wearing then. Can their new AI-powered tool save the day?...
07/30/2025

Unity still can't manage to grow revenues, and our patience is wearing then. Can their new AI-powered tool save the day? Probably not.

Unity still can't manage to grow revenues, and our patience is wearing thin. Can their new AI-powered tool save the day? Probably not.

We've been holding Trimble for a long time now and are still waiting for revenue growth. Is it time to bail into a stock...
07/28/2025

We've been holding Trimble for a long time now and are still waiting for revenue growth. Is it time to bail into a stock we like more?

We've been holding Trimble for a long time now and are still waiting for revenue growth. Is it time to bail into a stock we like more?

Gene editing allows man to play God. All diseases are now curable. We have the tech needed. So why aren't gene-editing s...
07/27/2025

Gene editing allows man to play God. All diseases are now curable. We have the tech needed. So why aren't gene-editing stocks taking off?

Gene editing allows man to play God. All diseases are now curable. We have the tech needed. So why aren't gene-editing stocks taking off?

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