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The Cult Stock That Refuses To Cool Off
Jan 05, 2026

The Cult Stock That Refuses To Cool Off

Noah Zelvis
Noah Zelvis
TSI AnalysisTSI Analysis
This Search King Just Proved It Can Still Get Good Results
Jan 03, 2026

This Search King Just Proved It Can Still Get Good Results

Noah Zelvis
Noah Zelvis
TSI AnalysisTSI Analysis
This AI Control Tower Shopping Spree Is Either Brilliant or a Red Flag
Jan 01, 2026

This AI Control Tower Shopping Spree Is Either Brilliant or a Red Flag

Big-ticket acquisitions can widen the moat fast. They can also turn a clean SaaS story into an integration slog.

Noah Zelvis
Noah Zelvis
TSI AnalysisTSI Analysis
This Crypto Exchange Wants to Become the App You Open For Everything
Dec 29, 2025

This Crypto Exchange Wants to Become the App You Open For Everything

Noah Zelvis
Noah Zelvis
TSI AnalysisTSI Analysis
This Once-Perfect SaaS Darling Is Learning How To Be Boring Again, and That's Okay
Dec 27, 2025

This Once-Perfect SaaS Darling Is Learning How To Be Boring Again, and That's Okay

Noah Zelvis
Noah Zelvis
TSI AnalysisTSI Analysis
A Luxury EV Bet Moves Into Its Make-Or-Break Phase
Dec 25, 2025

A Luxury EV Bet Moves Into Its Make-Or-Break Phase

A long-awaited SUV opens the door to real demand, but execution and cash discipline decide whether this becomes a turnaround or just another reset.

Noah Zelvis
Noah Zelvis
TSI AnalysisTSI Analysis
This AI Storage Darling Just Hit A Snag, But The Setup For A Bounce Is Getting Interesting
Dec 22, 2025

This AI Storage Darling Just Hit A Snag, But The Setup For A Bounce Is Getting Interesting

Noah Zelvis
Noah Zelvis
TSI AnalysisTSI Analysis
This Old Telecom Stock Just Found A New AI Angle
Dec 20, 2025

This Old Telecom Stock Just Found A New AI Angle

Noah Zelvis
Noah Zelvis
TSI AnalysisTSI Analysis
This Checkout Giant Tried On a Banking Upgrade
Dec 18, 2025

This Checkout Giant Tried On a Banking Upgrade

If the core button stays relevant and the banking push improves margins, this could be a huge discount play.

Noah Zelvis
Noah Zelvis
TSI AnalysisTSI Analysis
This Company Is Building a Software Fleet One Truck at a Time
Dec 15, 2025

This Company Is Building a Software Fleet One Truck at a Time

Noah Zelvis
Noah Zelvis
TSI AnalysisTSI Analysis
This Stock Perfected the Art of Selling Shovels in an AI Gold Rush
Dec 13, 2025

This Stock Perfected the Art of Selling Shovels in an AI Gold Rush

Noah Zelvis
Noah Zelvis
TSI AnalysisTSI Analysis
AI Dreams, Jumbo Debt, And A Stock That Forgot It Was Up 30%
Dec 11, 2025

AI Dreams, Jumbo Debt, And A Stock That Forgot It Was Up 30%

Monster backlog, jumbo bond deals, and a share price that just took a 37% round trip. This is what happens when the market loves your AI story and then suddenly remembers the bill.

Noah Zelvis
Noah Zelvis
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