To The Moon

Dan Ives is back with a fresh shakeup to his popular IVESAI 30 list. The veteran tech analyst at Wedbush just added two red-hot AI pure-plays in CoreWeave (CRW), Iren (IREN), and another tech giant, Shopify (SHOP), to his roster of AI winners heading into 2026. In this article I would like to share why I prefer to look at high-quality AI stocks in 2026, and here is a forward-looking analysis on why investors may favor high-quality tech names like $Alphabet(GOOGL)$, $Amazon.com(AMZN)$ Amazon (AMZN), $Palantir Technologies Inc.(PLTR)$ Palantir (PLTR), $NVIDIA(NVDA)$ Nvidia (NVDA), and

We saw Amazon (AMZN) showing a dip in recent trading while Nvidia seek to make an upside move, as I hold both $NVIDIA(NVDA)$ and $Amazon.com(AMZN)$, I might consider to buy the dip at the same time, play option to take advantage of any potential upside. as the market often presents contrasting movements between major stocks like Amazon (AMZN) and Nvidia (NVDA). For Amazon (AMZN), the recent dip is viewed by some analysts as a potential buying opportunity, especially given its accelerating cloud (AWS) and AI momentum. For Nvidia (NVDA), analysts are also widely bullish, with a recent pullback being highlighted as an enticing buy-the-dip target ahead of expected strong earnings. In this article, I would lik

$Toll Brothers(TOL)$ is expected to release its fiscal Q4 2025 results after the market close on Monday, December 8, 2025, with the conference call scheduled for Tuesday, December 9, 2025. As a leading luxury homebuilder, its results are often seen as an indicator for the high-end segment of the housing market. Consensus Estimates The consensus suggests a modest increase in profit (EPS) on essentially flat or slightly lower revenue, indicating potential margin strength or effective cost management. Analyst EPS estimates have remained stable over the last 30 days, suggesting a general agreement on the expected performance. Toll Brothers (TOL) released its fiscal Q3 2025 earnings (for the period ending July 31, 2025) on August 19, 2025. Here is a sum

$Victoria's Secret & Co(VSCO)$ is expected to report its fiscal Q3 2025 earnings before the market open on December 5, 2025 (for the quarter ending October 2025). Consensus Forecasts Consensus EPS Forecast: $-0.60 per share. (Note: This is an expected loss, which is common for the non-holiday Q3 retail quarter). Compare to Prior Year (Q3 2024 reported): $-0.50 per share (reported loss, but this was a beat on the consensus of $-0.64 at the time). Consensus Revenue Forecast: $1.41 Billion. Compare to Prior Year (Q3 2024 reported): $1.35 Billion (reported, which was a beat on the consensus of $1.29 Billion). The forecast suggests a narrowing of the loss on a per-share basis compared to what was expected last year ($-0.60 vs. $-0.64), and a modest

Bitcoin has regained momentum after a sharp correction which investors seen in the past two weeks, now price is pushing above $92,000. This has sparked renewed interest among investors and the broader financial markets. Has Bitcoin bottomed, and could this be the start of a new bull run? Short-term price action: Bitcoin breaking back above key psychological and technical levels (around $90K–$92K) suggests that sellers may be losing control and buyers are stepping in — overcoming levels that were resistance/supply zones earlier. Bullish signals include: ✅ BTC holding above key support zones and breaking consolidation ranges (seen in recent technical analysis). ✅ Broad crypto market cap rising with BTC gains. ✅ New institutional inflows and ETF developments supporting demand (more below). Ho

$ulta beauty(ULTA)$ fiscal Q3 2025 earnings, which are scheduled to be released after market close today, December 4, 2025. ULTA Beauty Fiscal Q3 2025 Earnings Analysis The consensus among analysts suggests that Ulta is likely to report a healthy increase in revenue but a year-over-year decline in earnings. Analysts are generally positive on the stock, with a "Moderate Buy" or "Buy" consensus rating. Consensus Estimates Summary Revenue Growth: The expected YoY revenue growth reflects continued strength, especially in key categories like fragrance and skincare, and benefits from new store contributions and the expansion of their omnichannel capabilities. EPS Decline: The anticipated decline in EPS is largely attributed to factors like higher Sellin

$Dollar General(DG)$ is a major player in the discount retail space, and their earnings calls often provide valuable insights into consumer health and retail trends. Dollar General's upcoming fiscal Q3 2025 earnings (for the quarter ended October 31, 2025), which is expected to be released on December 4, 2025 before the market open. Dollar General (DG) Q3 2025 Earnings Analysis Consensus Estimates Current analyst consensus suggests modest year-over-year growth in both revenue and earnings. Key Context: Dollar General's ability to cater to cost-conscious consumers, especially during inflationary periods, has historically been a strength, leading to market share gains in consumables. The company has also demonstrated solid recent performance, with a p

$SentinelOne, Inc(S)$, a key player in the cybersecurity space. The upcoming fiscal Q3 2026 earnings, expected on Thursday, December 4, 2025, will be crucial, particularly following a mix of strong growth metrics but an EPS miss in the prior quarter. SentinelOne (S) Q3 2026 Earnings Analysis The company's focus has shifted toward balancing top-line growth with margin improvement and a path to profitability, which is a major theme for high-growth software-as-a-service (SaaS) companies. Consensus Estimates & Company Guidance Key Insight: Analysts and the company are aligned on a revenue target of approximately $256 million, which would represent continued year-over-year growth (expected around 22%). The margin guidance of 4% Non-GAAP Operating Marg

$Docusign(DOCU)$ is scheduled to release its fiscal Q3 2026 earnings after the market closes on Thursday, December 4, 2025. Q3 2026 Earnings Expectations The market is generally looking for continued stability in DocuSign's core business and signs of growth acceleration from its newer initiatives, particularly Intelligent Agreement Management (IAM). The consensus estimates suggest a modest year-over-year revenue increase (around 6.8% to 7%) and EPS that is largely in line with the previous quarter's beat. The most scrutinized figure will likely be Billings, which is guided lower than the previous quarter due to a "renewal timing headwind" cited by management. DocuSign (DOCU) Fiscal Q2 2026 Earnings Summary and Key Lessons DocuSign's fiscal Q2 2026

$UiPath(PATH)$ is scheduled to report its Fiscal Q3 2026 earnings tomorrow, Wednesday, December 3, 2025, after the market close. This creates a very active window for short-term trading. Here is an analysis of the setup, the critical metrics to watch, and the potential trading opportunities. Current Sentiment: Cautiously Neutral. The stock has been consolidating around the $13–$14 level. Institutional interest has been rising (positioning for a turnaround), but analyst ratings remain mixed ("Hold" consensus), waiting for proof that growth has stabilized. The Narrative Shift: UiPath is pivoting its story from simple RPA (Robotic Process Automation) to "Agentic Automation" (AI agents that can act autonomously). The market wants to see if this buzzwo