Skip to main content

Posts

SanDisk (SNDK) Great Growth and Good Value (Q2 2026 Earnings)

Recent posts

Monday.com (MNDY) Good Growth and Good Value in Q4 2025

Monday.com (NASDAQ: MNDY) has been one of the more volatile software stocks since its IPO in 2021. After soaring in its early days as a high-growth SaaS favorite, the stock has significantly corrected, leaving many investors questioning whether the growth story is over. However, the company’s Q4 2025 earnings tell a very different story. Revenue continues to expand at a healthy pace, profitability is improving rapidly with EPS growth of 232%, and free cash flow generation remains strong. In this article we will dive into Monday.com recent earnings, stock performance & valuation, growth potential, and the risks investor should consider.

Barrick Mining (B) Great Growth and Undervalue in Q4 2025

Barrick Mining (NYSE: B) has emerged as one of the most compelling turnaround and growth stories in the global mining sector following its outstanding Q4 2025 earnings report. Barrick stock is up 37% since my recommendation on October 2025. With triple-digit EPS growth, rapidly expanding margins, and analyst forecasts pointing to continued upside in 2026, Barrick Mining is increasingly being recognized as both a growth stock and a value opportunity. In this article we will dive into Barrick Mining recent earnings, stock performance & valuation, growth potential, and the risks investor should consider.

Eli Lilly (LLY) Great Growth and Good Value in Q4 2025

Eli Lilly and Company (NYSE: LLY) has grabbed headlines in early 2026 after reporting exceptionally strong Q4 2025 earnings, marking a milestone in growth and reinforcing its status as a high-growth, innovation-driven healthcare leader. The stock is up 66% since my recommendation in August 2025. The results not only smashed market expectations but also shed light on the company’s robust pipeline, expanding global presence, and strategic positioning in major therapeutic markets such as diabetes, obesity, immunology, and oncology. In this article we will dive into Eli Lilly recent earnings, stock performance & valuation, growth potential, and the risks investor should consider.

Super Micro Computer (SMCI) Great Growth and Undervalue (Q2 2026 Earnings)

Super Micro Computer (NASDAQ: SMCI) has emerged as one of the most important infrastructure providers in the global artificial intelligence and data center ecosystem. Once considered a niche server manufacturer, the company is now at the center of explosive demand for AI-optimized computing, cloud infrastructure, and high-performance data centers. Despite delivering extraordinary revenue growth in recent quarters, SMCI’s stock valuation remains surprisingly modest compared to its long-term growth prospects. In this article we will dive into SMCI recent earnings, stock performance & valuation, growth potential, and the risks investor should consider.

Advanced Micro Devices Stock (AMD) Great Growth and Good Value in Q4 2025

Advanced Micro Devices (NASDAQ: AMD) has captivated market attention in recent years, delivering strong growth and outperforming much of the broader market. The stock has gained 99% since my recommendation article on May 2025. In its latest quarterly earnings report for Q4 2025, AMD showcased significant revenue and earnings growth, highlighting the company’s strategic execution across its core businesses. Despite mixed market reactions and ongoing macroeconomic challenges, AMD’s long-term trajectory reflects solid fundamentals and compelling growth prospects. In this article we will dive into AMD recent earnings, stock performance & valuation, growth potential, and the risks investor should consider.

Seagate Technology Stock (STX) Strong Growth and Good Value (Q2 2026 Earnings)

Seagate Technology (NASDAQ: STX) has delivered a remarkable turnaround, transforming from a cyclical hardware name into a high-growth beneficiary of the global data explosion.  The stock has gained 310% since my recommendation on January 2025 and the fundamental is still looks good.  The company’s Q2 2026 earnings highlight accelerating revenue, surging earnings, and a sharp rebound in free cash flow as demand from cloud and enterprise customers strengthens. While Seagate’s stock have already posted extraordinary gains, Seagate’s improving fundamentals, expanding margins, and strong forward growth outlook suggest that the stock may still offer attractive upside. In this article we will dive into Seagate’s recent earnings, stock performance & valuation, growth potential, and the risks investor should consider.