From Alphabet to Tempus AI, I dissect Wall Street's latest calls, revealing the true villains and heroes in this financial Gotham.
From Alphabet to Tempus AI, I dissect Wall Street's latest calls, revealing the true villains and heroes in this financial Gotham.

Jefferies Bets on Alphabet: A Riddle Wrapped in an Enigma?

Jefferies is sticking with Alphabet. They see a 'favorable risk/reward' ahead of earnings. Favorable for whom? The advertisers? The users whose data they're mining? Or just Alphabet's bottom line? They mention macro and tariffs casting a 'haze' – sounds like the perfect conditions for crime... or you know 'market volatility.' As I always say: It's not who I am underneath but what I *do* that defines me. I'll be watching you Alphabet.

Netflix: Still Overweight? Even After Cutting Content Budgets?!

Morgan Stanley is still bullish on Netflix raising its target to $1,200. Predictable they say. Is it predictable that they keep raising prices and cancelling beloved shows? Some men just want to watch the world burn... or binge watch the same five shows repeatedly. Alfred remind me to add 'streaming service monopoly' to my list of things to investigate.

Wolverine Worldwide: Footwear Facing Forward or Tripping Up?

Baird upgrades Wolverine Worldwide. Upgrades! Shares are down 55%. Apparently they see better risk/reward now. Down 55% would give anyone better risk reward. I just hope their shoes are sturdy enough for the climb back up. A good pair of boots can mean the difference between a successful stakeout and a faceplant. Important to consider when trying to fight crime or you know sell shoes.

Tesla Troubles: Price Target Slashed! Is Elon Losing His Charge?!

Barclays isn't so sure about Tesla cutting their price target. Weak fundamentals they say. 'Confusing set up.' Sounds like a riddle the Riddler cooked up. They're hoping for a positive narrative from Elon FSD event. A *narrative*? This isn't a movie folks! This is real money real consequences. As I said to Two Face: You either die a hero or you live long enough to see yourself become the villain... or in this case the undervalued stock.

Apple's Orchard Rotting? MoffettNathanson Calls for a Sell!

MoffettNathanson says 'sell' on Apple. China trade tensions tariffs – it's a mess. 'No easy answers,' they lament. There rarely are in Gotham or on Wall Street. Supply chain nightmares and cost overruns? Sounds like someone needs to call Batman... or maybe a good logistics expert. I could take on a new Robin. Maybe I should call Tim Cook to see if he needs an intern.

Tempus AI: The Future of Medicine or Another Risky Gamble?

BTIG initiates coverage of Tempus AI with a 'Buy' rating. AI medtech? Ambitious. They're looking to revolutionize healthcare or so they say. If they can actually deliver on their promises that's great. But in Gotham and on Wall Street promises are often broken. Time will tell if this is a true innovation or just another fad. As for me I'll stick to good ol' Batarangs and deductive reasoning to handle most medical problems. Mostly.


Comments

  • abbe profile pic
    abbe
    4/29/2025 5:58:13 PM

    Tesla's stock is wild. Elon needs to focus!