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📈 Google Dodges the Breakup Bullet

📈 Google Dodges the Breakup Bullet

Judge Mehta's ruling preserved Google's Chrome browser and data empire while only restricting exclusive search deals, handing investors a rare regulatory victory.

Evelio Silvera
Evelio Silvera
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📈 HealthEquity's Earnings Test

📈 HealthEquity's Earnings Test

With $0.85 per share expected and 33% analyst upside targets, this report tests whether execution beats competition in America's hottest benefits niche.

Evelio Silvera
Evelio Silvera
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📈 Affirm's Profit Party

📈 Affirm's Profit Party

This isn't just another earnings beat; it's a masterclass in corporate execution that suggests the fintech winter may finally be thawing for companies that actually know how to count their pennies.

Evelio Silvera
Evelio Silvera
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📈 Nvidia Beats Again, Stock Yawns

📈 Nvidia Beats Again, Stock Yawns

Nvidia's latest quarterly beat-and-raise performance offers a masterclass in how markets punish companies for merely being great instead of miraculous

Evelio Silvera
Evelio Silvera
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📈 Okta's Identity Play Beats Street

📈 Okta's Identity Play Beats Street

Smart investors who understand that every robot worker will require authentication should pay close attention to Okta

Evelio Silvera
Evelio Silvera
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📈 NVIDIA's $4 Trillion Test

📈 NVIDIA's $4 Trillion Test

NVIDIA's Wednesday earnings will reveal if the $320 billion AI spending bonanza represents genuine economic transformation or not

Evelio Silvera
Evelio Silvera
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📈 Apple Bets Big on American Chips

📈 Apple Bets Big on American Chips

While Wall Street obsesses over AI chip darlings, Texas Instruments is quietly positioning itself as the pick-and-shovel play of America's manufacturing renaissance

Evelio Silvera
Evelio Silvera
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📈 Workday's AI Bet

📈 Workday's AI Bet

Sometimes the market's myopia creates the very opportunities that separate patient investors from the perpetually panicked crowd.

Evelio Silvera
Evelio Silvera
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📈 Walmart's Tariff Test

📈 Walmart's Tariff Test

Today's earnings will either validate or demolish the thesis that trusted value brands can raise prices without losing customers.

Evelio Silvera
Evelio Silvera
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📈 Target's Bottom-Fishing Moment

📈 Target's Bottom-Fishing Moment

Target's Wednesday earnings report could mark the inflection point where contrarian patience meets operational reality

Evelio Silvera
Evelio Silvera
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📈 PANW's $25B Vindication

📈 PANW's $25B Vindication

PANW's earnings beat proves that expensive acquisitions can fuel growth when executed by proven operators in secular growth markets.

Evelio Silvera
Evelio Silvera
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📈 Amazon's Bear Market Surrender

📈 Amazon's Bear Market Surrender

Here's why the technical bounce off $220 suggests opportunity, not caution.

Evelio Silvera
Evelio Silvera