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The EnerSys Thesis: From IRA Credits to the Data Center Boom
EnerSys is positioned for both immediate and long-term growth, supported by strong supply chain advantages, federal manufacturing incentives, and rising lithium adoption. Its role in data center power stability, recurring battery replacement cycles, and an attractive valuation create a compelling risk-reward profile for investors.

Matthew B. Vargas
Aug 25, 2025


Behind Chili's Historic Comeback
Brinker International posts record earnings as Chili’s comeback gains momentum, driven by strong foot traffic and high-value deals.

Matthew B. Vargas
Jan 30, 2025


US Stocks Rise On Mixed Inflation Data
Stocks post best week since election, as food and energy prices edge December CPI to 2.9% and while core inflation inches down to 3.2%.
The Benjamin Briefs
Jan 17, 2025


The American Economy Is Too Strong, According to the Stock Market
A strong December jobs report, rising Treasury yields, and persistent inflation fuel market volatility as investors await inflation data.
The Benjamin Briefs
Jan 10, 2025


Is The Market Overlooking Cinemark and Cinema?
Cinemark is showing strong signs of recovery as the cinema industry surpasses pre-COVID revenue levels, with solid financials and consistent

Matthew B. Vargas
Dec 22, 2024


Tesla Vs. BYD: Unmasking The Bull Thesis
Tesla’s soaring valuation, driven by post-election optimism, masks significant cracks in its fundamentals.

Matthew B. Vargas
Dec 17, 2024
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