@Trefis

Trefis transforms analyses into interactive experiences that let you develop “what-if” scenarios, assess risk/reward and engage others on what matters most.

 Boston, MA
trefis.com
Joined August 2009
  • Tweets21.5K
  • Following130
  • Followers2.7K
273Media
Palantir's Valuation Is Becoming Harder To Defend forbes.com/sites/greatspecul… #PLTR #Palantir #Stocks #Investing #HighQualityPortfolio

Palantir's Valuation Is Becoming Harder To Defend

The company is securing more contracts under the Trump administration, and there seems to be rising investor confidence that Palantir will gain from increasing...

forbes.com
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Circle Stock To $500? forbes.com/sites/greatspecul… #CRCL #CircleInternetGroup #Stocks #Investing #HighQualityPortfolio

Circle Stock To $500?

We discussed Circle Internet Group Inc. stock's potential to reach $300 less than two weeks ago. Is it possible for it to rise to $500 levels from this point?

forbes.com
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Coinbase Stock At 40% Safety? forbes.com/sites/greatspecul… #COIN #Coinbase #Stocks #Investing #HighQualityPortfolio
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Could Trump–Musk Tensions Jeopardize SpaceX’s Valuation? forbes.com/sites/greatspecul… #SpaceX #ElonMusk #Stocks #Investing #HighQualityPortfolio
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What Are The Odds Of Tesla Stock Declining To $150? forbes.com/sites/greatspecul… #Tesla #TSLA #ElonMusk #Stocks #Investing #HighQualityPortfolio

What Are The Odds Of Tesla Stock Declining To $150?

Tesla Inc dropped 14% in a single day yesterday, representing one of its most significant one-day falls in the past few years.

forbes.com
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Time To Buy Adobe Stock? forbes.com/sites/greatspecul… #Adobe #ADBE #Stocks #Investing #HighQualityPortfolio

Is It A Good Time To Buy Adobe Stock?

Adobe stock’s performance over the last five years has been underwhelming, as it is currently at nearly the same level it was at in May 2020.

forbes.com
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A Silent Crash Inside S&P’s Good Day forbes.com/sites/greatspecul… #Stocks #Investing #Tariffs #HighQualityPortfolio

A Silent Crash Inside S&P’s Good Day

Trump’s new ‘ Most-Favored-Nation ’ drug pricing order just rewrote the rules of American pharma economics - and investors haven’t processed the aftershock yet.

forbes.com
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Tesla's Lost Cause forbes.com/sites/greatspecul… #Tesla #TSLA #Stocks #Investing #Tariffs #HighQualityPortfolio

Tesla's Lost Cause

Wean the world off gasoline and hook it up to electric vehicles.

forbes.com
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Will Q1 Results Move Expedia Stock Down? forbes.com/sites/greatspecul… #Expedia #EXPE #Stocks #Investing #Tariffs #HighQualityPortfolio
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Time To Buy Booking Holdings Stock? forbes.com/sites/greatspecul… #BookingHoldings #BKNG #Stocks #Investing #Tariffs #HighQualityPortfolio

Time To Buy Booking Holdings Stock?

The company disclosed robust Q1 results, reporting revenue that rose 8% year-over-year to $4.76 billion, surpassing the $4.59 billion estimate.

forbes.com
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1 Metric More Scary Than U.S. Trade Deficit Or Debt forbes.com/sites/greatspecul… #TradeWar #Volatility #Investing #Tariffs #HighQualityPortfolio
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Is Amazon Stock A Buy At $190? forbes.com/sites/greatspecul… #Amazon #AMZN #Stocks #Investing #Tariffs #HighQualityPortfolio

Is Amazon Stock A Buy At $190?

The company’s Q2 outlook presented a mixed picture. Sales forecasts of $161.5 billion slightly exceeded analyst expectations...

forbes.com
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Euro/USD Headed For A Crash? forbes.com/sites/greatspecul… #TradeWar #Volatility #Investing #Tariffs #HighQualityPortfolio

Euro/USD Headed For A Crash?

The Euro is riding high—but if history is any guide, this surge is built on shaky ground.

forbes.com
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Zuckerberg Vs Musk: Who Lost More Wealth From Their Stock In 2025 forbes.com/sites/greatspecul… #TradeWar #Volatility #Investing #Tariffs #HighQualityPortfolio
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Nvidia Stock To Crash More? forbes.com/sites/greatspecul… #nvidia #stocks #stockmarket #investing #HighQualityPortfolio

Nvidia Stock To Crash More?

Before you say it - yes we know the chip giant's stock just surged on tariff relief rumors - but that’s like a dead cat bounce.

forbes.com
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The Real U.S Trade Deficit Armageddon forbes.com/sites/greatspecul… #tradedeficit #deficit #consumerdemand #investing #macro #HighQualityPortfolio

The Real U.S Trade Deficit Armageddon

America’s economic heartbeat is slowing - quietly, but measurably.

forbes.com
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AMD Stock To $60? forbes.com/sites/greatspecul… #stocks #stockmarket #AMD #semiconductors #investing #HighQualityPortfolio
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Sell Apple Stock Before Earnings? forbes.com/sites/greatspecul… #sell #AAPL #Apple #investing #earnings #HighQualityPortfolio #stocks #stockmarket

Sell Apple Stock Before Earnings?

The numbers, the politics, and the current tech narrative all scream the same thing.

forbes.com
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S&P To Crash 20% Next Month? forbes.com/sites/greatspecul… #SP500 #stockmarket #stocks #investing #crash #economy #HighQualityPortfolio

S&P To Crash 20% Next Month?

The S&500 bloated by AI euphoria and dancing nervously around macro landmines, is giving us every reason to be cautious.

forbes.com
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Can Tesla Offset BYD’s Surge Or Is Another 50% Stock Drop Inevitable? forbes.com/sites/greatspecul… #TSLA #Tesla #Investing #Portfolio #HighQualityPortfolio #Stocks

Can Tesla Offset BYD’s Surge Or Is Another 50% Stock Drop Inevitable?

Its Chinese rival BYD outsold Tesla in terms of EV deliveries in Q1 2025. At the same time, Tesla’s stock is down more than 40% year-to-date, and that brings...

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