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A Full Analysis of Taiwan Semiconductor ($TSM)
3 hours ago

A Full Analysis of Taiwan Semiconductor ($TSM)

Is this a 100% legal monopoly?...

GRIT
GRIT
A Full Analysis of Camtek ($CAMT)
Jan 26, 2026

A Full Analysis of Camtek ($CAMT)

The machines that build the machines...

A Full Analysis of Fluence Energy ($FLNC)
Jan 22, 2026

A Full Analysis of Fluence Energy ($FLNC)

An AI-enabler that's up +103% over the past year.

A Full Analysis of Expedia ($EXPE)
Jan 13, 2026

A Full Analysis of Expedia ($EXPE)

You can fight AI, or you can integrate with it...

A Full Analysis of TeraWulf ($WULF)
Jan 06, 2026

A Full Analysis of TeraWulf ($WULF)

It's time to focus on the bottlenecks...

A Full Analysis of EMCOR Group ($EME)
Dec 10, 2025

A Full Analysis of EMCOR Group ($EME)

Don't focus on the plumbing... focus on the plumbers.

A Full Analysis of IBM Corp. ($IBM)
Dec 04, 2025

A Full Analysis of IBM Corp. ($IBM)

Exploring the quantum upside of "big blue"...

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GRIT
A Full Analysis of Shopify ($SHOP)
Nov 20, 2025

A Full Analysis of Shopify ($SHOP)

If you can't beat 'em.... join 'em.

A Full Analysis of Sandisk ($SNDK)
Nov 12, 2025

A Full Analysis of Sandisk ($SNDK)

Discussing a corner of the AI market that could be underappreciated...

A Full Analysis of Cameco ($CCJ)
Oct 30, 2025

A Full Analysis of Cameco ($CCJ)

It's time to discuss the world's largest publicly traded uranium company.

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GRIT
A Full Analysis of $GLD and $GDX
Oct 24, 2025

A Full Analysis of $GLD and $GDX

Can gold's historic run continue?

A Full Analysis of Advanced Micro Devices ($AMD)
Oct 13, 2025

A Full Analysis of Advanced Micro Devices ($AMD)

AMD is back... Is OpenAI the new king-maker?

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