Is HLIT a good stock to buy? We came across a bullish thesis on Harmonic Inc. on X.com by @BryzonX. In this article, we will summarize the bulls’ thesis on HLIT. Harmonic Inc.’s share was trading at $15.81 as of June 1st. HLIT’s trailing P/E was 197.62 according to Yahoo Finance. Harmonic Inc., together with its subsidiaries, […]
Is HLIT a good stock to buy? We came across a bullish thesis on Harmonic Inc. on X.com by @BryzonX. In this article, we will summarize the bulls’ thesis on HLIT. Harmonic Inc.’s share was trading at $15.81 as of June 1st. HLIT’s trailing P/E was 197.62 according to Yahoo Finance. Harmonic Inc., together with its subsidiaries, […]
rothivan/iStock via Getty Images Shares of Swiss private markets firm Partners Group ( PGPHF ) tumbled after the company imposed withdrawal restrictions on two evergreen funds, but co-founder Fredy Gantner said the market reaction was disproportionate and did not reflect the strength of the underlying business. Partners Group said withdrawals from the funds had exceeded a quarterly redemption cap ...
rothivan/iStock via Getty Images Shares of Swiss private markets firm Partners Group ( PGPHF ) tumbled after the company imposed withdrawal restrictions on two evergreen funds, but co-founder Fredy Gantner said the market reaction was disproportionate and did not reflect the strength of the underlying business. Partners Group said withdrawals from the funds had exceeded a quarterly redemption cap of 5%, prompting the firm to limit investor withdrawals. The announcement triggered a 16% drop in the company's stock on Wednesday. Shares are down nearly 28% so far this year after losing about 20% in 2025. In an interview with Switzerland's SonntagsZeitung newspaper, Gantner said investors had overreacted to the news, arguing that the firm's operations remain on solid footing. He pointed to a difficult backdrop for the private markets industry, including geopolitical uncertainty, higher interest rates and tighter financing conditions, which have weighed on investor sentiment and liquidity across the sector. Gantner said the challenges were not unique to Partners Group, though he acknowledged the company could have done a better job explaining the situation to investors. The executive, who founded the Zug-based firm alongside Marcel Erni and Urs Wietlisbach, said he remains a significant shareholder and has recently increased his stake by purchasing additional shares. He also highlighted what he described as strong underlying business momentum, citing robust client inflows during the first quarter as evidence that demand for the firm's investment products remains healthy. More on Partners Group Partners Group: You're Getting Paid 5% To Wait Partners Group Holding AG (PGPHF) Analyst/Investor Day Transcript Partners Group Holding AG (PGPHF) Analyst/Investor Day - Slideshow Historical earnings data for Partners Group Dividend scorecard for Partners Group
Is NOK a good stock to buy? We came across a bullish thesis on Nokia Oyj on brodoginvestment’s Substack by Dog Brother’s Investment Matters. In this article, we will summarize the bulls’ thesis on NOK. Nokia Oyj’s share was trading at $16.85 as of June 2nd. NOK’s trailing and forward P/E were 99.54 and 42.19 respectively according […]
Is NOK a good stock to buy? We came across a bullish thesis on Nokia Oyj on brodoginvestment’s Substack by Dog Brother’s Investment Matters. In this article, we will summarize the bulls’ thesis on NOK. Nokia Oyj’s share was trading at $16.85 as of June 2nd. NOK’s trailing and forward P/E were 99.54 and 42.19 respectively according […]
Attack on ‘terrorist headquarters’ comes as Trump says he will not demand Lebanon is included in ceasefire deal Israel has carried out airstrikes on the southern suburbs of Beirut, the most serious escalation in its war with Hezbollah since a ceasefire was established in mid-April . The strike hit two apartments in two separate buildings, Lebanon’s state news agency reported, killing two people an...
Attack on ‘terrorist headquarters’ comes as Trump says he will not demand Lebanon is included in ceasefire deal Israel has carried out airstrikes on the southern suburbs of Beirut, the most serious escalation in its war with Hezbollah since a ceasefire was established in mid-April . The strike hit two apartments in two separate buildings, Lebanon’s state news agency reported, killing two people and wounding 11, according to an initial death toll. Continue reading...
Is ACM a good stock to buy? We came across a bullish thesis on AECOM on The Dividend Auditor’s Substack. In this article, we will summarize the bulls’ thesis on ACM. AECOM’s share was trading at $71.44 as of June 2nd. ACM’s trailing and forward P/E were 15.08 and 10.72 respectively according to Yahoo Finance. AECOM, together […]
Is ACM a good stock to buy? We came across a bullish thesis on AECOM on The Dividend Auditor’s Substack. In this article, we will summarize the bulls’ thesis on ACM. AECOM’s share was trading at $71.44 as of June 2nd. ACM’s trailing and forward P/E were 15.08 and 10.72 respectively according to Yahoo Finance. AECOM, together […]
Applied Digital (NASDAQ: APLD) has become a high-stakes AI infrastructure story after a massive stock rally and a fast-growing hyperscaler backlog. The bullish case is built around contracted demand, scarce data center capacity, and long-term AI compute growth. But with valuation risk, debt, and execution pressure rising, investors now face a much harder question. Stock prices used were the market...
Applied Digital (NASDAQ: APLD) has become a high-stakes AI infrastructure story after a massive stock rally and a fast-growing hyperscaler backlog. The bullish case is built around contracted demand, scarce data center capacity, and long-term AI compute growth. But with valuation risk, debt, and execution pressure rising, investors now face a much harder question. Stock prices used were the market prices of May 28, 2026. The video was published on June 5, 2026. Continue reading
England captain Ben Stokes says the Lord’s pitch on which his side won the first Test against New Zealand is not helpful for the future of the game’s longest format.
England captain Ben Stokes says the Lord’s pitch on which his side won the first Test against New Zealand is not helpful for the future of the game’s longest format.
$NVIDIA (NVDA.US)$$Oracle (ORCL.US)$$Tesla (TSLA.US)$ All stocks have finally staged a modest V-shaped rebound—hopefully, all steadfast shareholders can now sleep soundly tonight. Moomoo
$NVIDIA (NVDA.US)$$Oracle (ORCL.US)$$Tesla (TSLA.US)$ All stocks have finally staged a modest V-shaped rebound—hopefully, all steadfast shareholders can now sleep soundly tonight. Moomoo
President Trump’s second-term trade agenda has hardened into a structural policy regime, with U.S. steel imports sitting at their lowest levels since the global financial crisis. That backdrop has turned the under-$40 corner of the industrial market into one of the most asymmetric setups in the market, where a single multi-quarter pricing cycle can re-rate ... 1 Cash-Rich Industrial Titan Under $4...
President Trump’s second-term trade agenda has hardened into a structural policy regime, with U.S. steel imports sitting at their lowest levels since the global financial crisis. That backdrop has turned the under-$40 corner of the industrial market into one of the most asymmetric setups in the market, where a single multi-quarter pricing cycle can re-rate ... 1 Cash-Rich Industrial Titan Under $40 to Buy Hand Over Fist to Capitalize on the New Trump Tariff Supercycle
Olga Kostrova /iStock via Getty Images Introduction Birchcliff Energy ( BIR:CA ) ( BIREF ) is a sizeable producer of (predominantly) natural gas in Canada , looking to increase its production towards 87,500 boe/day at Greater Pouce (with a potential to further grow it towards 105,000 boe/day if the Elmworth project gets fully developed). In this article, I will explain why the company still is att...
Olga Kostrova /iStock via Getty Images Introduction Birchcliff Energy ( BIR:CA ) ( BIREF ) is a sizeable producer of (predominantly) natural gas in Canada , looking to increase its production towards 87,500 boe/day at Greater Pouce (with a potential to further grow it towards 105,000 boe/day if the Elmworth project gets fully developed). In this article, I will explain why the company still is attractive in the current relatively low natural gas price environment, and why I continue to add to my position. Data by YCharts The relatively weak natural gas price weighs on the share price Birchcliff Energy is quite fortunate to be able to sell its natural gas at several different pricing points so it is not just subject to the volatile and often weak AECO natural gas price. For this year, Birchcliff expects to be able to sell 56% of its natural gas into other markets, with the Dawn market being an important market for the company as it represents almost 40% of the production. The good mix of different selling points (including the Dawn and Henry Hub exposure, which are settled in USD), allows Birchcliff to record an average realized natural gas price of C$3.86 per mcf , which is even higher than in Q1 2025. Additionally, thanks to the higher oil price towards the end of the quarter, Birchcliff’s liquids production was positively impacted by those price levels. This resulted in a total revenue of C$244M and although that appears to be pretty flat compared to Q1 2025, keep in mind that quarter last year included C$47M in realized and unrealized hedging gains versus ‘just’ C$26M in Q1 of this year. BIR Investor Relations As the total amount of operating expenses was just C$153M (with in excess of 40% of the operating expenses actually being non-cash depletion and depreciation expenses), the company reported a pre-tax income of C$91M and a net profit of just under C$70M, for an EPS of C$0.25. The cash flow performance is equally important for an oil and gas producer, and I w...
Kings Place, London A clever programme brought a mounting sense of lost grip, from Errollyn Wallen voicing the shame of Hamlet’s Ophelia, to Schumann’s fraught love declaration, and Peter Maxwell Davies’s Eight Songs for a Mad King Shouts of “Rubbish!” famously greeted Peter Maxwell Davies’s Eight Songs for a Mad King at its 1969 Proms premiere. Over half a century later, the composer’s modernist ...
Kings Place, London A clever programme brought a mounting sense of lost grip, from Errollyn Wallen voicing the shame of Hamlet’s Ophelia, to Schumann’s fraught love declaration, and Peter Maxwell Davies’s Eight Songs for a Mad King Shouts of “Rubbish!” famously greeted Peter Maxwell Davies’s Eight Songs for a Mad King at its 1969 Proms premiere. Over half a century later, the composer’s modernist monodrama – George III the “mad king” of the title – has lost none of its feral power. To be shocked is to be numbed; artistically it’s not actually very interesting. What Eight Songs achieves is far more insidious: it makes you feel. And in this fierce account from the Manchester Camerata, conductor John Andrews and soprano Rosie Middleton we felt it all: every desperate clutch for sanity, every hairpin bend of reason, every queasy realisation and glassy-eyed forgetting. Clever programming let us build up to the Maxwell Davies – looming slowly towards us in a concert gradually losing its grip on reason and order. Ophelia railed and cringed in Errollyn Wallen’s Hamlet-setting By Gis and Saint Charity – a theatrical miniature that packs a punch in barely five minutes of music. Cries and whispers of “Shame” break through the text, uttered not just by the soprano (here the compelling Rebecca Hardwick, balancing hysteria with a horrible glee) but flung at her by the string quartet, who otherwise conspire and feed her delusional fantasies. Continue reading...
Fallout from declaring Benvenuto Cellini a non-runner at Epsom highlights perils of trying to micromanage racing How long must Epsom wait to catch a break? The main elements were all in place for a feelgood running of the Derby on Saturday: a double-figure field, the major trial winners all in the lineup, and fresh incentives launched to encourage walk-up punters back to the infield. The weather g...
Fallout from declaring Benvenuto Cellini a non-runner at Epsom highlights perils of trying to micromanage racing How long must Epsom wait to catch a break? The main elements were all in place for a feelgood running of the Derby on Saturday: a double-figure field, the major trial winners all in the lineup, and fresh incentives launched to encourage walk-up punters back to the infield. The weather gods, though, had other ideas. Would Christmas Day have won on good-to-firm ground? Perhaps. Every horse has its chance, after all. But he was surely not a 7-1 shot had the rain not arrived, having finished only third in the Dante Stakes in May, when he was running on ground without “soft” in the description for the first time. As Ronan Whelan, Christmas Day’s rider, put it, the “stars aligned” for Aidan O’Brien’s fourth-string, who beat both James J Braddock, the third horse home on Saturday, and Pierre Bonnard, the seventh, on soft ground at Leopardstown in April. As things stand, though, it is hard to see him as anything more than a very average winner of the Derby, and his next race, which could be as soon as the Irish Derby later this month, will do more to establish his place in the three-year-old generation. Continue reading...
Just days after the S&P 500 climbed to a fresh record high as artificial intelligence stocks extended their remarkable rally, investors got a reminder that markets rarely move in a straight line. Friday’s sell-off erased roughly $1.4 trillion in market value from S&P 500 companies and marked the benchmark index’s steepest one-day decline since October ... The S&P 500 Wiped Out $1.4 Trillion in Mar...
Just days after the S&P 500 climbed to a fresh record high as artificial intelligence stocks extended their remarkable rally, investors got a reminder that markets rarely move in a straight line. Friday’s sell-off erased roughly $1.4 trillion in market value from S&P 500 companies and marked the benchmark index’s steepest one-day decline since October ... The S&P 500 Wiped Out $1.4 Trillion in Market Cap After Red-Hot Jobs Report. Here’s Why
Apple is heading into its most closely watched developer conference in years with a record quarter behind it and one of the highest-stakes AI announcements in its history in front of it. The stock has climbed 15% year to date, services revenue hit an all-time high of $31 billion in the March ...
Apple is heading into its most closely watched developer conference in years with a record quarter behind it and one of the highest-stakes AI announcements in its history in front of it. The stock has climbed 15% year to date, services revenue hit an all-time high of $31 billion in the March ...
The upcoming SpaceX initial public offering (IPO) has the market in rapture, with investors looking into all sorts of ways to buy the hot stock. But there is a fair amount of risk in investing in the IPO, and a new one just emerged. SpaceX is expected to be the largest IPO ever , with plans to raise $75 billion and debut with a valuation near $2 trillion. However, it's unprofitable, posting a $4.4...
The upcoming SpaceX initial public offering (IPO) has the market in rapture, with investors looking into all sorts of ways to buy the hot stock. But there is a fair amount of risk in investing in the IPO, and a new one just emerged. SpaceX is expected to be the largest IPO ever , with plans to raise $75 billion and debut with a valuation near $2 trillion. However, it's unprofitable, posting a $4.4 billion loss in 2025 and a $4.3 billion loss in the 2026 first quarter. On a price-to-sales basis, the stock is likely to be extremely expensive, starting out at around 100 times trailing-12-month sales. These are reasons the stock could tumble early. Image source: Getty Images. Continue reading
At The International Air Transport Association in Rio De Janeiro, United Airlines CEO Scott Kirby discussed with Co-host of Bloomberg Surveillance Lisa Abramowicz the current challenges facing the airline industry including rising fuel costs and their impact on ticket pricing. (Source: Bloomberg)
At The International Air Transport Association in Rio De Janeiro, United Airlines CEO Scott Kirby discussed with Co-host of Bloomberg Surveillance Lisa Abramowicz the current challenges facing the airline industry including rising fuel costs and their impact on ticket pricing. (Source: Bloomberg)
UK Cop Fired For Questioning Islam In 'Safe Space' Authored by Steve Watson via Modernity , A Christian police community support officer lost his career after asking a Muslim colleague about jihad and Hamas atrocities during a diversity session that promised open discussion . At the same time, training drilled "white privilege" into police ranks. Luke Salmons, a 46-year-old Christian father of two...
UK Cop Fired For Questioning Islam In 'Safe Space' Authored by Steve Watson via Modernity , A Christian police community support officer lost his career after asking a Muslim colleague about jihad and Hamas atrocities during a diversity session that promised open discussion . At the same time, training drilled "white privilege" into police ranks. Luke Salmons, a 46-year-old Christian father of two and respected PCSO with North Yorkshire Police, relates how he attended a mandatory training day on race, religion and culture. Trainers spent several minutes marching up and down the room chanting "Islam is a religion of peace" repeatedly . A Muslim sergeant then spoke about his faith and invited questions in what was presented as a "safe space" where "there was no such thing as a bad question." Salmons asked what the sergeant, as a peaceful Muslim, thought about the situation in Gaza and atrocities carried out by Hamas and other groups in the name of Islam . He also asked what jihad meant to him. The discussion was civil. The sergeant later invited Salmons for coffee to continue the conversation privately. Christian police officer had his career ended for asking questions about jihad and radical Islam during a 'safe space' discussion on race and diversity. pic.twitter.com/rAxi5U8zYF - Patrick Christys (@PatrickChristys) June 5, 2026 Salmons brought a book on the topic to work. Colleagues photographed it in his locker and reported him as a risk. An inspector then suspended him, declaring "I don't like your beliefs." Salmons noted the obvious double standard: no inspector would ever say that to a Muslim officer. He was suspended on full pay for months, resigned under pressure in April 2025, and faced gross misconduct proceedings. Supported by the Christian Legal Centre, he appealed. Chief Constable Tim Forber overturned the dismissal before Salmons had even finished presenting his case. There was no apology and the episode devastated his family. " I loved my job and I was ...
MF3d/iStock via Getty Images In 2026, the major theme that has shaken the stock market and driven the rally to fresh new heights is investors piling into chip stocks, at the expense of software names that carry the fear of a "SaaSpocalypse": or the idea that generative AI models will become so powerful that they will render incumbent software platforms obsolete. Exceptions have been few, and Datad...
MF3d/iStock via Getty Images In 2026, the major theme that has shaken the stock market and driven the rally to fresh new heights is investors piling into chip stocks, at the expense of software names that carry the fear of a "SaaSpocalypse": or the idea that generative AI models will become so powerful that they will render incumbent software platforms obsolete. Exceptions have been few, and Datadog ( DDOG ) is one of them. The infrastructure monitoring software company has skyrocketed more than 70% this year as demand from AI-native companies has bolstered its growth trajectory. Shares have soared higher after a substantial beat-and-raise quarter released in early May. Data by YCharts I last wrote a buy rating on Datadog in February, when the stock was trading at a mere $114 per share. Since then, shares of Datadog have approximately doubled. And though I'm wary of valuation multiples at a time when the market is appearing to be more cautious on the sturdiness of the current rally, we also have to acknowledge that Datadog's fundamental performance is truly one of a kind. I reiterate my buy rating here. As a reminder for investors who are newer to Datadog, here are what I believe to be core bull case drivers for the company: Tremendous growth at scale with no signs at all of deceleration. Datadog is truly one of the rare few software companies that has reached a >$4 billion annualized revenue scale, and yet is still growing revenue at a >30% clip. Furthermore, growth rates are not at all decelerating, which offers concrete proof that the company is providing critical software infrastructure amid the AI transition, and that its market opportunity remains quite vast. Consumption-driven, and not seat-driven. To me, the primary negative impact that AI will have on software stocks is on the subset of the industry that prices primarily based on per-seat, per-month. Datadog, on the other hand, prices based on consumption and data volumes, which will only rise as AI expands...