HeyJaredSanmit Amin
- Indexed articles, last 90 days
- 32
- Latest publication
- Oct 2, 2026
- Outlet visibility, for insidermonkey.com
- Top 1M sites
- Earliest in this view
- Sep 18, 2026
Latest articles
Delta (DAL) vs. United (UAL): Which Airline Stock Looks More Attractive? (opens the original)
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Airlines have traditionally been difficult investments. Fuel prices can swing margins overnight, capacity can erode pricing power, and even strong demand doesn’t guarantee strong returns. But the current environment is pushing investors to view U.S. airlines differently. Delta Air Lines, Inc. (NYSE:DAL) and United Airlines Holdings, Inc. (NASDAQ:UAL) are both trying to build more resilient businesses, with greater exposure to premium travel, loyalty, and higher-margin revenue. The interesting qu
SoFi (SOFI) Is Becoming an “Everything App.” Does It Finally Have a Moat? (opens the original)
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SoFi Technologies, Inc. (NASDAQ:SOFI) is trying to do something most financial companies have struggled to pull off: get customers to use one platform for almost everything involving their money. The company now offers banking, investing, credit cards, loans, crypto, financial planning, and more. But the number of products alone does not create a moat. The more important question is whether all these products are making SoFi cheaper to operate and harder for customers to leave. There are signs t
SanDisk (SNDK) vs. Seagate (STX): Which Storage Stock Is the Better Buy Right Now? (opens the original)
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The AI trade is moving beyond GPUs. As AI models become more capable, they also generate, process, and retain massive amounts of data. That is creating a less glamorous but increasingly important question for data centers: where does all that data go? SanDisk Corporation (NASDAQ:SNDK) and Seagate Technology Holdings plc (NASDAQ:STX) offer two very different answers. SanDisk is benefiting from growing demand for NAND flash and enterprise SSDs, while Seagate is betting that the sheer volume of AI-
Zoetis (ZTS) Has a Huge Animal Health Moat. Is It Starting to Crack? (opens the original)
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Zoetis Inc. (NYSE:ZTS) has built one of the strongest franchises in animal health. Its products are used by veterinarians around the world; its portfolio spans medicines, vaccines, and diagnostics, and its research capabilities have helped establish entire categories of treatment. But a moat is only valuable if it protects market share and pricing power when competitors come after it. That is exactly what Zoetis is being forced to prove. DON’T MISS: Zoetis Wins Emergency Authorization for Simpar
Okta (OKTA) vs. Rubrik (RBRK): Which Security Stock Is the Better Buy Right Now? (opens the original)
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Enterprise security is changing. Companies are not just adding another tool every time a new threat appears. Increasingly, they want fewer vendors that can cover more of their security needs. That puts Okta, Inc. (NASDAQ:OKTA) and Rubrik, Inc. (NYSE:RBRK) in an interesting position. Okta is the established identity specialist, while Rubrik is expanding from data protection into identity security and AI-agent protection. Both see AI creating a new security problem, but they are approaching it fro
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