Alex Sirois

Vertex generated $3.19 billion free cash flow in 2025 while repurchasing $2.02 billion in shares, funding both buybacks and R&D.

Palo Alto’s Next-Generation Security ARR hit $6.30 billion, up 33% year over year with $16.0 billion remaining obligations.

CoreWeave (CRWV) screens as a wait-and-see at $124.82 with $138.56 reference value over 12 months.

Kohl’s (KSS) price, low trailing P/E and free cash flow last fiscal year tell a strong turnaround story further bolstered by a recent quarterly beat.

Alphabet ( NASDAQ:GOOGL | GOOGL Price Prediction ) at $376.37 looks attractively priced. After a 119.91% one-year run, the market is still mispricing the highest-margin compounder among the Magnificent Seven.

NVDA turned $1,000 in 2016 into nearly $197,000 today, a ~70% annualized return that obliterated the S&P 500's 261% gain.

A $1,000 investment in Qualcomm (QCOM) over 10 years grew to $5,731—a 473% return that crushed the S&P 500’s 261% gain.

Synopsys (SNPS) reported Q2 FY2026 revenue of $2.28B up 42% year over year with non-GAAP EPS of $3.35 beating consensus by 5.96%.

Palantir (PLTR) at $152.17 is priced for perfection despite extraordinary Q1 earnings and 145 Rule of 40 score.

A $1,000 investment in Marvell Technology (MRVL) a decade ago would be worth nearly $31,000 today—a stunning 2,995% return that crushed the S&P 500.