SoFi Technologies SOFI is entering a different phase of its lifecycle, where operating leverage is becoming a visible driver of the story. The company spent years investing heavily in product breadth, ...

Credo Technology is upgraded to a Buy, thanks to the improved margin of safety from the recent consolidation at the 50 DMAs and the triple digits adj. EPS growth profile. CRDO commands an 88% AEC ...

I was wrong about Carvana, and after another 150% gain, I still believe its 70x forward P/E is deceptive. Here's the data that shows why Carvana is a tech platform. Forget gross profit per unit; one ...