AI Stocks Crashed, But This One Didn't

AI Stocks Crashed, But This One Didn't

0 views · June 8th, 2026

Find overlooked small caps at https://www.overlookedalpha.com The electrification of the economy, reshoring and the AI boom all require huge amounts of electricity which needs to be reliable and uninterrupted. Natural gas provides that and Argan’s backlog now sits at $2.8 billion, almost 3 times last year’s revenue. The company also has a strong balance sheet with $974 million of cash and no material debt. That matters because large fixed-price power projects are risky, and customers want to work with contractors that have the financial strength to finish the job. Management says that only a limited number of firms can execute these complex projects which creates scarcity value. ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.overlookedalpha.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

Liftoff Mobile IPO - Should You Buy?

0 views · June 3rd, 2026

Deep dives at https://www.overlookedalpha.com Liftoff Mobile is another interesting IPO that is hitting the market this week so let’s take a closer look. Liftoff is a mobile advertising platform that helps app developers do two important things: acquire new users for their app, and make more money from the users they already have. It does this using a prediction engine known as Cortex which uses ai neural networks to match and place ads. And Liftoff’s numbers look highly impressive. Revenue last year grew 32% to 686 million dollars with 85% gross margins and a core net dollar retention rate of 130%. Operating income grew 80% to 167 million and free cash flow surpassed 100 million. Crucially, those numbers have improved into Q1 of this year with free cash flow hitting 74 million in just the first quarter. This is a company that is clearly benefiting from rapid growth and a strengthening flywheel. Higher ad spend creates more data which can be used to further improve the model and that results in powerful operating leverage. While revenue grew 37% in q1, operating expenses increased just 14%. ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

AI Stocks Are Wildly Expensive

0 views · May 29th, 2026

Published first at https://www.3minutebreakdowns.com AXT, a company that makes chemical substrates that go into semiconductors is up 7000% over the past year. Bel fuse which makes power transformers, circuits and cables is up 278%. Modine which makes data centre cooling systems is up 200%. And Comfort Systems, a business that provides electricians, plumbers and mechanical engineers is up 290%. Some companies have gone up simply because they sound like they could be future AI winners. IQE, a tiny semiconductor company out of Wales is up 800% despite reporting a 17% revenue decline and a 30 million operating loss. And XFAB stock jumped 78% this week after a tenuous social media post went viral. ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

SpaceX IPO - Should You Buy?

0 views · May 21st, 2026

Published first at https://www.3minutebreakdowns.com We believe we have identified the largest actionable total addressable market (“TAM”) in human history. We estimate that our quantifiable TAM is $28.5 trillion, consisting of $370 billion in Space from space-enabled solutions; $1.6 trillion in Connectivity across $870 billion in Starlink Broadband and $740 billion in Starlink Mobile as well as additional opportunities in enterprise and government; $26.5 trillion in AI across $2.4 trillion in AI infrastructure, $760 billion in consumer subscriptions, $600 billion in digital advertising, and $22.7 trillion in enterprise applications. For illustrative purposes of sizing our addressable market opportunity, we exclude China and Russia from our global estimates. ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

3 small stocks making big moves - May 2026

0 views · May 11th, 2026

Published first at https://www.3minutebreakdowns.com ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

Reddit Is Printing Cash - Time To Buy The Stock?

0 views · May 4th, 2026

DEEP DIVES: https://overlookedalpha.com BREAKDOWNS: https://www.3minutebreakdowns.com Reddit reported blowout earnings last week and the stock jumped about 13% taking the company’s market value to 34 billion US dollars. But if Reddit can keep this sort of performance going the stock could have more room to run. Reddit shares have been caught up in the software selloff this year but the company continues to put up strong results. Revenue in the first quarter of this year grew 69% to 663 million dollars, daily active users increased 17% to 127 million and net income soared to 204 million. Even better, free cash flow hit 311 million representing a free cash flow margin of 47%. Given those metrics, Reddit’s PE ratio of 48 isn't as expensive as it looks. Although Reddit has been around since 2005, the company is still relatively early in its monetisation journey. Experiments with online advertising and investments in AI and machine learning are allowing the company to quickly ramp the amount of revenue it gets per user. ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

3 European stocks no-one is watching #stockanalysis #stocks

0 views · April 28th, 2026

Join my discord and newsletter: https://www.overlookedalpha.com ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

4 stocks making big moves - 18 April

0 views · April 17th, 2026

Published first at https://www.3minutebreakdowns.com ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

A High-Upside Bet on Space & Defense - 3-Minute Breakdown

458 views · March 28th, 2026

Published first at https://www.3minutebreakdowns.com This is one of the hottest companies in space right now. Iceye Limited is a Finnish satellite manufacturer that recently won a major contract with German defense heavyweight Rheinmetall. Unlike optical satellites, Iceye uses synthetic aperture radar which is able to see through clouds, darkness and smoke and the company is quickly becoming a data and intelligence platform for Europe’s increasing defense needs. Its satellite constellation can be used to track military movements, monitor the environment and global shipping, assess insurance claims and analyse supply chains. Demand for these services is rising rapidly amid geopolitical tensions and increasing defence budgets around the world. ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

Micron is Booming! 3-Minute Stock Analysis - March 2026

113 views · March 24th, 2026

Published first at https://www.3minutebreakdowns.com Micron stock analysis. Ticker: $MU Micron just delivered a blowout quarter on AI demand. Revenue surged nearly 200% and profits jumped almost 9x. Yet the stock fell. At today’s price, Micron Technology is valued at roughly $462 billion, or about $455 billion enterprise value after netting cash and debt. That’s around 8x sales and 19x earnings—elevated versus its history, but reflecting a market pricing in an AI-driven supercycle. And the fundamentals support that narrative. AI workloads require enormous amounts of memory, particularly high bandwidth memory (HBM). HBM uses significantly more wafer capacity than traditional DRAM, effectively constraining industry supply. The result is a shortage across both DRAM and NAND, giving Micron unusual pricing power. ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

Lululemon Earnings Analysis - March 2026 #stockanalysis #stocks #stocktrading #lululemonstock

353 views · March 23rd, 2026

Join my newsletter: https://www.3minutebreakdowns.com ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

State of the Stock Market - March 2026 #stocks #stockanalysis #economy

746 views · March 20th, 2026

Join my newsletter at https://www.3minutebreakdowns.com ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

Should you buy The Trade Desk stock? March 2026

0 views · March 11th, 2026

Published first at https://www.3minutebreakdowns.com The Trade Desk stock analysis. Ticker: $TTD The Trade Desk provides software that helps advertisers buy digital ads across the open internet which includes websites, apps, and streaming TV. And although the company has executed incredibly well over the last 10 years, the adtech industry does carry some significant risks. Privacy laws, intense competition, macroeconomic swings and AI disruption make this a difficult industry to operate in. Advertising budgets concentrate inside the walled gardens of Meta, Google and Amazon while Amazon is now moving directly onto the Trade Desk’s turf with its own demand side platform. Some pressure is already showing in the numbers. Trade Desk revenue grew 26% in 2024 and 19% in 2025 but Q1 guidance is calling for just 10% growth. ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

Duolingo stock just crashed again! 3-minute stock analysis

154 views · February 27th, 2026

Published first at https://www.3minutebreakdowns.com Duolingo stock analysis. Ticker: $DUOL Duolingo just reported earnings and the stock crashed another 22%. Shares are now down more than 80% over the last 9 months but is it too early to buy the dip? At the latest price, Duolingo now has a market cap of 4.5 billion dollars. With 1.1 billion of cash on its balance sheet and no meaningful debt, the enterprise value is 3.4 billion. Revenue over the last 12 months comes to $1 billion. Net income, after adjusting for a one-time tax benefit, is $157 million. Adjusted EBITDA is $306 million and free cash flow is $360 million. ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

Two Stocks That Moved This Week #stocks #economy #stockanalysis

106 views · February 21st, 2026

Published first at https://www.3minutebreakdowns.com ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.

3 Stocks Making Moves - February 2026

67 views · February 14th, 2026

Published first at https://www.3minutebreakdowns.com 3-Minute Stock Analysis. There’s a lot going on in the stock market right now with AI dominating the narrative and earnings season in full swing, so here are 3 stocks that have caught my eye. Including:$SHOP, $ADYEN, $FSLY ABOUT ME Joe is the original founder of 3-minute Breakdowns and editor for Overlooked Alpha, the number one newsletter for overlooked investing ideas and stock market analysis. Joe evaluates companies from a business-first perspective, searching for things that the market has got wrong and waiting for the 'fat pitch'. LINKS My website: https://www.3minutebreakdowns.com/ Koyfin charts: https://www.koyfin.com/affiliate/overlooked-alpha/?via=3mb TikTok: https://www.tiktok.com/@overlookedalpha X: https://x.com/OverlookedAlpha DISCLAIMER & DISCLOSURE This content is for educational and entertainment purposes only. 3-Minute Breakdowns is not a registered investment advisor and does not provide financial recommendations (only opinions). The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The author reserves the right to buy and sell or change his position in a particular stock at any time. This description contains affiliate links that allow you to find the items that I personally use and recommend. Thank you for your support.