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September 02, 2026

Universal Display Corporation (OLED)

Universal Display Stock Got Cut in Half Just as Its Customers Switched on Gen 8.6

The market's error here is not the 50% de-rating — three guide-downs earned it — but the assumption that the cutting continues.

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July 13, 2026

Robinhood Markets, Inc. (HOOD)

Robinhood's Second Act Runs on Interest, Subscriptions and Prediction Markets — Not Crypto

At roughly 41x FY27E earnings against that growth and that balance sheet, Robinhood is mispriced as a crypto proxy when the crypto line has already fallen to 13% of revenue and the business kept compounding anyway. The market is underwriting the wrong risk, and the diversifica...

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