Valmont Industries (VMI) is rated a soft 'buy' due to strong infrastructure growth balancing out agricultural sector challenges. Its Infrastructure segment saw 14.1% revenue growth in Q1 FY2026, driven by North American utility demand and data center expansion. Management aims for $5.4 billion revenue and $35 EPS by 2029, supported by a $6.7 billion project pipeline and favorable grid investments. The stock trades at attractive multiples and could offer 11.9–13.5% annualized upside if targets are met.
SanDisk has started production of its BiCS10 technology, which offers a 59% increase in bit density, reducing risks before full commercialization. The company saw data center revenues jump over 230% sequentially, fueled by demand from AI inference, K...
Solana's three-day SuperTrend indicator has turned bullish for the first time since October, suggesting a potential trend reversal after months of weakness. This shift is supported by strong on-chain activity, including 100 million SOL leaving exchan...
Michael Saylor's recent tweet with a Bitcoin portfolio chart hints at potential further sales of Bitcoin by Strategy, as the company faces nearly $10 billion in unrealized losses and low dollar liquidity. The average purchase price of their Bitcoin h...
In 2025, the United States remained the world's largest oil producer and consumer, producing 13.6 million barrels per day of crude plus condensate and 21.1 million barrels per day of total liquids, nearly double Saudi Arabia's output. This dominance ...
Michael Saylor's signature orange-dot bitcoin chart reappeared after Strategy sold 3,588 BTC for $216 million, breaking its usual pattern of signaling imminent bitcoin purchases. While the chart historically indicated upcoming buys, the recent sale s...
