Cathie Wood is trimming Tesla rather than abandoning it, taking profits after a huge re-rating while still viewing the company as a core long‑term AI and robotaxi play.

Nvidia remains a high‑growth AI infrastructure leader, but after a $4 trillion valuation and recent volatility, the setup looks best as a hold with a buy‑the‑dip bias rather than an all‑in bet....

After trouncing the S&P 500 this year, FDD looks best approached gradually or on pullbacks, since most of the easy upside is likely behind it and future returns will probably come from steadier dividends...

Nextdoor has turned into a high-beta, meme‑adjacent trade after Eric Jackson’s endorsement, with improving ad monetization and plenty of cash, but a stock price already above the average analyst target,...

Freddie Mac has surged more than 300% in a year and yet trades at a tiny fraction of its sales and cash flow, which helps explain why Michael Burry sees big upside if relisting and privatization move forward...

Warby Parker is a high‑multiple eyewear stock with solid double‑digit revenue growth that now has Google’s capital and AI platform behind a 2026 smart‑glasses launch, putting it in a rare position...

DraftKings remains a volatile but high‑conviction Mizuho Top Pick, with management guiding to mid‑20s revenue growth, a sharp swing to positive EPS in 2025, and Street targets implying roughly 27%...

Delta Air Lines trades at a discounted earnings multiple despite solid cash flow, a durable double‑digit margin outlook, and Citi’s “supercycle” call for the big three U.S. carriers, making DAL...

Merck and Duke Energy stand out as rare “safe yield” plays, pairing 3%+ dividends with solid earnings growth, reasonable payout ratios, and durable demand drivers in healthcare and regulated utilities....

Teradyne’s valuation looks full, but Stifel’s upgrade, growing ties to TSMC and potentially Nvidia’s Blackwell chips, and double‑digit earnings growth estimates suggest the AI infrastructure cycle...