TechStocks
-
CrowdStrike Is Royalty — But Wall Street Is Charging You for the Throne
CrowdStrike just reminded Wall Street why it’s the king of cybersecurity. The question is whether you’re buying a king — or overpaying for the crown. After its latest earnings, CRWD once again did what it does best: put up numbers most software companies would kill for. Fiscal 2026 revenue hit roughly $4.8B, up about 23%…
-
Marvell Is a Real Bet on AI — Bausch Is a Debt Bet in Disguise
Jim Cramer says buy Marvell and Bausch. The real question isn’t whether he’s excited — it’s whether the numbers and the charts back him up. Let’s start with Marvell (MRVL), because this one actually has receipts. Marvell just posted fiscal 2026 revenue of $8.2B, up 42% year over year. Q4 alone came in at $2.2B,…
-
Stop Treating Marvell and Bausch Like the Same Trade
Follow or Fade? Trading Marvell and Bausch After Cramer’s Buy Calls When Jim Cramer pounds the table, do you grab a seat—or head for the exit? That’s the question with Marvell (MRVL) and Bausch Health (BHC). One is riding the AI chip wave with real numbers to back it up. The other is grinding through…
-
OKLO Isn’t an AI Sure Thing — It’s a High-Stakes Nuclear Bet
Is OKLO the next AI power trade? Sure. Is it also flirting with SPAC déjà vu? Absolutely. Here’s the tension: Oklo sits at the intersection of two of Wall Street’s favorite buzzwords — AI and nuclear. Data centers are guzzling electricity. Meta just inked a 1.2 gigawatt nuclear campus deal in Ohio. Switch signed a…
You must be logged in to post a comment.