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TechStocks

  • Stop Blaming the Economy — The Market’s Problem Is Strength, Not Weakness

    Stop Blaming the Economy — The Market’s Problem Is Strength, Not Weakness

    The market isn’t falling because the economy is weak. It’s falling because it’s too strong. That’s the paradox hitting Wall Street today. January’s jobs report came in hotter than expected — 130,000 new jobs versus roughly 70,000 forecast. Unemployment ticked down to 4.3%. On the surface, that’s solid. But stocks don’t trade on vibes. They…

  • NVIDIA Is a Great Company — and a Dangerous Trade

    NVIDIA Is a Great Company — and a Dangerous Trade

    NVIDIA isn’t just a stock anymore. It’s a referendum. On one side: NVIDIA is the last clean, obvious mega-cap trade left — the company that sells the picks and shovels for the AI gold rush while everyone else argues about apps. On the other: it’s the most crowded risk in the market, priced like AI…

  • PayPal Isn’t Broken — It’s Just Lost the Market’s Faith

    PayPal Isn’t Broken — It’s Just Lost the Market’s Faith

    PayPal looks cheap because the market has stopped believing its own story. And that’s the problem. At roughly 13–14x trailing earnings and trading near nine‑year lows, PYPL screams “deep value” on a screener. The company still prints cash, still moves north of a trillion dollars a year, and still owns Venmo. On paper, this shouldn’t…

  • Palantir Isn’t a Scam Anymore — It’s Just Too Expensive

    Palantir Isn’t a Scam Anymore — It’s Just Too Expensive

    Palantir’s stock is doing that thing again. Straight up, fueled by an AI story Wall Street wants badly to believe. And the numbers finally back part of it up. The problem is the price already assumes a near-perfect ending. Here’s the blunt take: PLTR isn’t vaporware anymore. But at this valuation, it’s less a long-term…