Sign in Subscribe

Ryosuke Ellis

Gladstone Land (LAND): Positive Long-Term Trends, Short-Term Regulatory Risks From Deportation

Gladstone Land (LAND): Positive Long-Term Trends, Short-Term Regulatory Risks From Deportation

Gladstone Land Corporation (LAND) shows strong long-term potential driven by rising farmland values and urbanization trends. However, short-term challenges like declining revenue, high interest rates, and labor cost risks lead us to rate LAND as HOLD.

Roblox: Profitability Remains Elusive Despite User Growth

We rate Roblox (RBLX) as a 'Sell' and recommend investors take profits or avoid entering at current levels.

Intel Says Goodbye to Pat Gelsinger, Spacex's 350 Bn Valuation

Intel Says Goodbye to Pat Gelsinger, Spacex's 350 Bn Valuation

Intel’s CEO steps down, Musk challenges OpenAI. U.S. manufacturing surprises, and central banks signal rate cuts. Markets react to oil output and rising uncertainty.

T-Mobile: Strong Growth Prospects with Limited Downside

We rate T-Mobile (TMUS) as a 'Buy' and recommend investors consider adding it to their portfolios, with significant upside potential through 2027.

Biden Pardons Hunter, Global Tensions Rise with Iran, VW Strikes, and Trump’s Dollar Remarks

Biden Pardons Hunter, Global Tensions Rise with Iran, VW Strikes, and Trump’s Dollar Remarks

Today’s key developments include Biden’s controversial pardon of Hunter Biden, China’s uncertain economic outlook amid Politburo disruptions, Germany’s rising tensions over Chinese drones and trade, Iran’s oil trade challenges under US sanctions, and VW workers’ walkouts over cost-cutting measures.

Royal Caribbean: Limited Upside Despite Strong Performance

We rate Royal Caribbean Cruises (RCL) as a 'Sell' and recommend investors consider other opportunities at the current price level.

Tyson Foods: Beef Segment Will Continue To Erode Margins

We rate Tyson Foods (TSN) as a 'Hold' and recommend that investors look elsewhere for better opportunities until margin improvements and a stronger growth trajectory materialize.