Technology

Apple – 2025-12-24 - increase Confidence 7/10

Strong YoY net income growth and improving antitrust outlook signal near-term upside despite revenue headwinds.

Amazon – 2025-12-24 - Increase Confidence 8/10

Strong free cash flow and AWS-driven profitability signal resilience, paired with Prime and AI-agent momentum, point to near-term upside.

IBM – 2025-12-24 - Increase Confidence 7/10

Strong free cash flow and bullish technical pattern converge ahead of earnings, signaling near-term upside.

Microsoft – 2025-12-24 - increase Confidence 8/10

Strong free cash flow and AI-driven growth outlook converge with bullish analyst sentiment, signaling near-term upside.

Oracle – 2025-12-24 - increase Confidence 7/10

Strong earnings growth and analyst optimism outweigh negative cash flow and high debt, with AI expansion acting as a near-term catalyst.

UiPath Inc. – 2025-12-24 - increase Confidence 8/10

First GAAP profitability and 15.9% revenue growth signal inflection, while technical breakout and AI-agentic momentum drive near-term upside.

D-Wave Quantum Inc. – 2025-12-24 - increase Confidence 6/10

Negative free cash flow and high leverage offset by recent technological milestones and strong analyst consensus, suggesting near-term speculative upside.

AI is a Normal Technology, Not Magic

Former Stack Overflow board member Anil Dash argues AI is an evolution of existing technology, not a revolutionary force, and emphasizes the importance of evaluating it realistically.

Amazon – 2025-12-23 - Increase Confidence 9/10

Strong free cash flow and recent earnings beat signal financial strength, while bullish analyst sentiment and positive momentum suggest near-term upside.

Microsoft – 2025-12-23 - Increase Confidence 8/10

Strong free cash flow and low debt/equity meet AI-driven Azure growth momentum, signaling near-term upside.

Apple – 2025-12-22 - Increase Confidence 7/10

Strong free cash flow and recent EU regulatory progress signal stability, while AI-driven service upgrades and supply chain diversification fuel near-term upside.

IBM – 2025-12-22 - increase Confidence 6/10

Strong free cash flow and low forward P/E signal undervaluation, while lack of negative news creates stability for near-term upside.

Microsoft – 2025-12-22 - Increase Confidence 8/10

Strong free cash flow and low debt/equity meet sustained analyst bullishness ahead of earnings, signaling near-term upside.

Apple – 2025-12-19 - Increase Confidence 8/10

Strong free cash flow and rising analyst sentiment signal upside, fueled by robust iPhone 17 sales ahead of earnings.

Trump Media & Technology Group Corp. – 2025-12-19 - increase Confidence 7/10

Positive operating cash flow and $15.3M bitcoin strategy income signal financial momentum, while platform upgrades and crypto partnerships act as near-term catalysts for investor sentiment.

IBM – 2025-12-19 - increase Confidence 7/10

Strong free cash flow and rising earnings expectations converge with AI and quantum computing catalysts, pointing to near-term upside.

Microsoft – 2025-12-19 - Increase Confidence 8/10

Strong free cash flow and low debt/equity meet sustained analyst confidence, outweighing minor product issues; stock poised for near-term upside.

Oracle – 2025-12-19 - Increase Confidence 7/10

Strong earnings growth and AI-driven demand signal upside, despite high leverage and sector volatility; stock poised for near-term gain.

Apple – 2025-12-18 - increase Confidence 6/10

Strong free cash flow and improving AI outlook offset by bearish analyst sentiment and insider selling; EU antitrust resolution provides near-term catalyst for a rebound.

Amazon – 2025-12-18 - Increase Confidence 8/10

Strong free cash flow surge and AWS AI-driven growth momentum signal upside, amplified by Prime membership expansion and advertising strength; stock poised for near-term gain.

IBM – 2025-12-18 - increase Confidence 7/10

Strong free cash flow and accretive HashiCorp acquisition signal near-term upside despite high leverage.

Microsoft – 2025-12-18 - increase Confidence 8/10

Strong cloud and AI-driven revenue growth combined with upbeat Q2 guidance signal near-term upside momentum.

Apple – 2025-12-18 - increase Confidence 7/10

Strong free cash flow and low forward P/E paired with new AI-driven services catalyst suggest near-term upside.

IBM –2025-12-18 - increase Confidence6/10