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Earnings review

BANKING AUDIT: Separating the Wheat from the Chaff (Q4 2025)

Why $BAC is our Top Pick and why you should avoid the "cheap" trap of $C.

Tom Alpha Trades

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Jan 14, 2026

Newest posts

Deep dives

Jan 12, 2026

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2 min read

Asymmetric Bet: Why $157 is the Floor for Alibaba

Forget "Value Trap." This is China's AWS in disguise. Download the full institutional deep-dive.

Tom Alpha Trades

Portfolio performance

Jan 12, 2026

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3 min read

Portfolio update - January 12, 2026

TomALPHA Portfolio Snapshot & Strategic Watchlist

Tom Alpha Trades

Deep dives

Jan 8, 2026

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2 min read

Why Wall St is valuing "S" at $15, but our math says $24.

The market sees a decelerating endpoint vendor. We see a profitable AI platform trading at a 67% discount.

Tom Alpha Trades

Deep dives

Jan 7, 2026

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2 min read

PayPal (PYPL): Why the Market is Ignoring 69% Upside

Wall Street sees a dying bank. The math reveals a tech giant waking up.

Tom Alpha Trades

Portfolio performance

Jan 5, 2026

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4 min read

TomALPHA Annual Report: 2025 Review & 2026 Playbook 📊

Real Money. Real P&L. Outperforming the S&P 500 by 5x.

Tom Alpha Trades

Portfolio performance

Dec 22, 2025

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4 min read

Portfolio Update | Dec 22, 2025

+442% vs SPY's +68% since 2021. 16 positions, full transparency, every target price.

Tom Alpha Trades

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