“AWS growth re-accelerating, Walmart hitting margin ceiling”
“Eve Air Mobility has Embraer's manufacturing DNA behind it — they actually know how to build aircraft”
“XPeng has ADAS tech rivaling Tesla in China and is actually growing margins, NIO is a cash bonfire”
“Marvell's custom silicon for cloud is the sleeper AI play nobody talks about”
“Buffett keeps buying Oxy for a reason — it's the better value play in oil”