Blog

Russ Cohen

Aeluma’s Post-Earnings Dip Creates a Buying Opportunity

Investors looking at Aeluma’s position in AI and the April stock price increase were blessed with an opportunity triggered by the fiscal Q3 release. Through no fault of its own, the company missed revenue expectations, which weren’t all that hot to begin with. Aeluma is technically a pre-revenue company, with forecast revenue of $1.35 million ...

Russ Cohen

Chinese Automakers Take Aim at a Big Ford Money-Maker

Key Points Chinese carmakers have gained momentum in Europe’s passenger car market, and are now entering new segments. Chinese automakers won’t face additional European Union tariffs with electric vans. Ford is countering the incoming Chinese competition with the Transit City, which is built in China. 10 stocks we like better than Ford Motor Company › ...

Russ Cohen

Is Wall Street’s Trash Our Treasure? 5 Outcasts Yielding up to 18.3%

Let’s capitalize on analyst incompetence—and bank yields up to 18.3%, with upside to boot! A widely cited academic study on analyst target price accuracy found that only about 54% of 12-month price targets correctly predicted even the direction of the subsequent price move. Fifty-four percent. On direction alone. That’s barely better than a coin flip! ...

Russ Cohen

Should You Hold or Fold Alibaba Stock Ahead of Q4 Earnings?

Alibaba BABA is scheduled to report fourth-quarter fiscal 2026 results on May 13. For the fiscal fourth quarter, the Zacks Consensus Estimate for revenues is pegged at $35.23 billion, suggesting an 8.12% rise from the year-ago quarter’s reported figure. The Zacks Consensus Estimate for earnings is pinned at $1.22 per share, indicating a decline of ...

Russ Cohen

The AI Boom’s Best-Kept Secret

The AI Boom just hit its Standard Oil moment, and Wall Street is finally catching on America has bet everything on winning artificial intelligence, but it’s China who has cornered the four technologies that are necessary to convert electricity into profitable outcomes. These include lithium-ion batteries, magnets and electric motors, power electronics, and embedded compute.  ...

Russ Cohen

Do Lumpy Q1 Deployments Undermine Tesla's Energy Momentum?

Tesla’s TSLA energy storage business recorded 8.8 GWh of deployments in the first quarter of 2026, reflecting a sequential decline of 38% and a 15% year-over-year decrease. At first glance, the drop may appear to signal a slowdown in momentum. However, energy storage deployments are inherently volatile, as large utility-scale projects depend on customer timing ...