Core Insights - Hewlett Packard Enterprise Company (HPE) is establishing itself as a comprehensive rack-scale solutions provider for enterprise and sovereign data center deployments [1] Group 1: Company Strategy - HPE has recently acquired Juniper to enhance its capabilities in providing complete solutions [1] - The company is forming strategic partnerships with Advanced Micro Devices, Inc. to strengthen its market position [1]

Core Insights - Lawrence Fuller has 30 years of experience managing portfolios for individual investors and founded Fuller Asset Management to achieve independence [1] - Fuller manages the Focused Growth portfolio on Dub, a copy-trading platform approved by US securities regulators, allowing retail investors to automatically copy chosen managers' trades [1] - The Portfolio Architect, led by Fuller, focuses on an economic and market outlook that supports an all-weather investment strategy aimed at consistent risk-adjusted returns [1] Company Overview - Fuller Asset Management (FAM) is a state-registered investment adviser led by Lawrence Fuller [3] - FAM provides educational information and does not make offers or solicitations for specific securities or investment strategies [3] - The firm emphasizes that past performance is not indicative of future results and advises consultation with licensed financial professionals [3] Platform Features - The Dub platform offers features such as portfolio construction guidance, access to an "All-Weather" model portfolio, and a dividend and options income portfolio [1] - Additional resources include a daily brief summarizing current events, a week-ahead newsletter, technical and fundamental reports, trade alerts, and 24/7 chat support [1]

Core Viewpoint - Oklo Inc. is positioned at the convergence of two significant trends in 2026: artificial intelligence (AI) and clean energy, leading to a favorable risk-reward scenario for investment [1]. Company Analysis - The stock of Oklo Inc. is being initiated with a Buy rating at current levels, indicating a positive outlook for potential investors [1]. - The company operates within the technology landscape, particularly focusing on momentum as a key investment strategy [1]. Industry Trends - The intersection of AI and clean energy represents a major trend that is expected to shape the market landscape in 2026, highlighting the importance of innovation in these sectors [1].

In early 2026, it wouldn't be an overstatement to say that investors' panic gauge has reached incredibly irrational levels. Investors are skittishly reacting to every daily headline about AI—and unlike last year, when AI was considered a tailwind, thisWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been ...

Hims & Hers Health ( HIMS ) has clearly moved from a valuation reset to a regulatory repricing event. HIMS over the past year has gone through a severe valuation reset, losing another 48% from myHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Sp ...

Core Viewpoint - Innovative Industrial Properties (IIPR) received a 'strong buy' rating despite its shares trading in the high triple digits, indicating a potential misalignment between market perception and intrinsic value [1]. Group 1: Company Insights - The investment strategy focuses on identifying Real Estate Investment Trusts (REITs) that are currently out-of-favor, suggesting a contrarian approach to investing [1]. - The analysis emphasizes the importance of fundamental economic insights to assess the true intrinsic value of stocks, which is crucial for long-term investment decisions [1]. Group 2: Market Context - The article reflects a broader trend in the market where certain stocks, like IIPR, may be undervalued despite high trading prices, presenting potential investment opportunities [1].

分组1 - Astera Labs (ALAB) stock experienced a decline of over 30% following its 4Q25 earnings report, reaching a low of approximately $117 and currently trading around $129 per share [1] - The company is comprised of a team of former technology engineers who leverage their expertise to provide in-depth research and insights into the tech sector [1] - The objective of the company is to make professional-grade tech research accessible to individual investors, focusing on fundamentals and providing a live portfolio with updates [1] 分组2 - The company emphasizes clarity in explaining the industry to empower investors to make informed decisions [1] - There is no indication of any current stock or derivative positions held by the analysts, but there is a potential for initiating a long position in ALAB within the next 72 hours [2] - The article reflects the author's personal opinions and does not represent any business relationship with the companies mentioned [2]

Nationally ranked stock picker for 30+ years. Victory Formation and Bottom Fishing Club quant-sort pioneer.....Paul Franke is a private investor and speculator with 39 years of trading experience. Mr. Franke was Editor and Publisher of the Maverick Investor® newsletter during the 1990s, widely quoted by CNBC®, Barron’s®, the Washington Post® and Investor’s Business Daily®. Paul was consistently ranked among top investment advisors nationally for stock market and commodity macro views by Timer Digest® during ...

Nationally ranked stock picker for 30+ years. Victory Formation and Bottom Fishing Club quant-sort pioneer.....Paul Franke is a private investor and speculator with 39 years of trading experience. Mr. Franke was Editor and Publisher of the Maverick Investor® newsletter during the 1990s, widely quoted by CNBC®, Barron’s®, the Washington Post® and Investor’s Business Daily®. Paul was consistently ranked among top investment advisors nationally for stock market and commodity macro views by Timer Digest® during ...

My previous Rocket Lab Corporation ( RKLB ) coverage was a Buy rating shared just before Christmas , and this stock delivered a quite solid rally from $73 to almost $90 within a month. However, the marketI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have deve ...