Applying it to real markets.

8 min read

Palantir's price surged about 29% after a Q2 earnings report that came in much stronger than expected and raised full-year guidance. Yet the stock still trades at nearly 140 times earnings, a steep premium to the rest of its sector. What is that price actually paying for?

5 min read

You just read deep-dives on two very different companies. Here's the lesson underneath both: no story is ever certain, which is exactly why new investors should start small.

7 min read

Micron's stock is up roughly 650% over the last year, driven by AI memory demand. Is this a structural shift or a bubble waiting to burst?

8 min read

Adobe's stock has fallen 70% from its 2021 high while revenue and margins stay strong. The market is betting AI will erode its moat. Is that bet right?

3 min read

Everybody buys the S&P 500 as a way to diversify across the US market. But a handful of companies now account for more of the index than most investors realize.