Kev Lar

Super Micro's Whiplash Trade: Buy the Raid, Sell the Rally, Repeat

Super Micro's Whiplash Trade: Buy the Raid, Sell the Rally, Repeat Somewhere out there is a SMCI trader with permanent neck damage, and honestly, respect. This stock has spent th…

Solana's Coiled Spring: Why SOL Is Stuck Between a Comeback and a Capitulation

Solana's Coiled Spring: Why SOL Is Stuck Between a Comeback and a Capitulation Let's not pretend this is subtle. SOL is down roughly 60% since U.S. spot ETFs launched in October …

Sunoco's Roll-Up Machine Is Impressive. So Is the Bar Tab.

Sunoco's Roll-Up Machine Is Impressive. So Is the Bar Tab. Here's the pitch you'll hear from the bulls: Sunoco LP just posted a 63% EPS beat, revenue is up triple digits year-ove…

PEGA Is Cheap, Profitable, and Down 46% — Value Trap or Coiled Spring?

PEGA Is Cheap, Profitable, and Down 46% — Value Trap or Coiled Spring? Here's a stock that makes you feel two ways at once, which is usually the sign of a good trade or a slow-mo…

Karman Holdings: Fast, Furious, and Leveraged to the Hilt

Karman Holdings: Fast, Furious, and Leveraged to the Hilt Let's get one thing straight: KRMN is not a stock for people who like to sleep at night. It's a hypersonics-and-space-la…

ADSK Got Cut in Half by the Market's Mood Ring — The Business Never Got the Memo

ADSK Got Cut in Half by the Market's Mood Ring — The Business Never Got the Memo Here's the disconnect that makes this stock interesting: Autodesk is down 30% year-to-date, sitti…

ADMA Biologics: Cheap for a Reason

ADMA Biologics: Cheap for a Reason, and the Reason Reports August 5th Let's clear the deck first. Somewhere in the research pile this week, a folder on "ADMA" got cross-wired wit…