growth stocks Archives - Vista Partners LLC

Tenon Medical’s Breakout Day Puts the SI-Joint Story on Wall Street’s Radar – ( $TNON )

by John F. Heerdink, Jr. 7 hours ago 47Views 0Likes

Tenon Medical, Inc. (NASDAQ: TNON) is had the sort of trading day that causes even seasoned small-cap investors to refresh their screens twice. Shares closed up $5.96, or 109.36%, to $11.41, after hitting an intraday high of $16.28..Volume exceeded 48.4 million shares—roughly…

Amwell’s Quietly Compounding Digital-Care Story Is Getting Harder to Ignore -( $AMWL )

by John F. Heerdink, Jr. 11 hours ago 82Views 0Likes

Amwell, Inc. (NYSE: AMWL, $12.40, up +152.55% YTD) is building a more investable telehealth narrative: less pandemic-era novelty, more enterprise healthcare infrastructure. Its second-quarter results suggest the company is translating a broad digital-care footprint into a steadier mix of recurring subscription revenue,…

The Great Growth Asset Rotation: AI, Orbit and Silver Take Center Stage -( $AMZN ANTH.PVT $ASTS OPAI.PVT $RKLB $SIL $SPCX $T $VZ )

by John F. Heerdink, Jr. 1 day ago 195Views 0Likes

Wall Street has rarely lacked for ambition, but 2026 is offering an especially lavish menu: artificial intelligence firms approaching trillion-dollar valuations, a space company with revenue aspirations that would make many nations glance nervously at their GDP tables, and silver holding its…

Amylyx Ignites a New GLP-1 Investment Narrative as Clinical Data, Pharmacy Access and Diabetes Innovation Converge -( $AMLX $CVS $LLY $MODD $NVO )

by John F. Heerdink, Jr. 2 days ago 255Views 0Likes

Amylyx Pharmaceuticals, Inc. (NASDAQ: AMLX) has delivered the kind of Phase 3 result biotechnology investors wait patiently—and, on occasion, not so patiently—for. The company reported that avexitide reduced the composite rate of severe and clinically meaningful post-bariatric hypoglycemia events by 55% versus…

AI, Bond Yields and Big Bets: Why the Bull Case Is Getting More Selective -( $GOOG $NVDA )

by John F. Heerdink, Jr. 2 days ago 94Views 0Likes

This bullish market story examines how rising bond yields are reshaping—not ending—the investment opportunity set. It highlights **NVIDIA (NASDAQ: NVDA)** and its enormous AI data-center ambitions, **Alphabet (NASDAQ: GOOGL, GOOG)** and the growing strategic value of proprietary business data, and the emerging…

Heartflow’s AI-Cardiology Moment Arrives as Consumer Cyclicals Catch Their Breath -( $AMWL $HD $HTFL $LOW $TGT $WMT )

by John F. Heerdink, Jr. 3 days ago 214Views 0Likes

Heartflow, Inc. (NASDAQ: HTFL) is delivering the kind of growth story investors usually hope to find before it becomes obvious: rapid revenue expansion, rising gross margins, stronger adoption of a second product line, and a materially higher full-year outlook. In a market…

What’s Up $DOCS?… Doximity’s AI Prescription Is Starting to Look Like a Platform Story

by John F. Heerdink, Jr. 4 days ago 230Views 0Likes

Doximity, Inc. (NYSE: DOCS) is making a persuasive case that clinical AI can be both useful to physicians and financially disciplined enough to interest Wall Street. Its fiscal 2027 first-quarter report delivered accelerating revenue growth, resilient profitability and a sharp rise in…

AI’s Memory Moment: Why SK Hynix Is Turning a Cyclical Chip Business Into Strategic Infrastructure -( $AMD $ASML $MU $MSFT $NVDA $SKHY )

by John F. Heerdink, Jr. August 14, 2026 263Views 0Likes

The artificial-intelligence boom is often told through the familiar names of the computing stack—NVIDIA Corp. (NASDAQ: NVDA), Advanced Micro Devices Inc. (NASDAQ: AMD), Microsoft Corp. (NASDAQ: MSFT), Alphabet Inc. (NASDAQ: GOOGL), Amazon.com Inc. (NASDAQ: AMZN) and Meta Platforms Inc. (NASDAQ: META). But…

The Veyron Effect: Why Scarcity, Data and U.S. Solar Are Giving Investors Something to Rev -( $CWEN $HGTY $SMWB $TE )

by John F. Heerdink, Jr. August 13, 2026 329Views 0Likes

A Bugatti Veyron, a digital-intelligence platform and a Texas solar factory may seem like unlikely tablemates. Yet Hagerty Inc. (NYSE: HGTY), Similarweb Ltd. (NYSE: SMWB) and T1 Energy Inc. (NYSE: TE) share an investable trait: each is monetizing scarcity that markets are…

Earnings Season Finds Its Optimists: AI, Energy, Solar and West Coast Real Estate Begin to Deliver – ( $CRWV $HPP $NVDA $SMWB $SOC $TE )

by John F. Heerdink, Jr. August 12, 2026 201Views 0Likes

CoreWeave, Similarweb, T1 Energy, Sable Offshore and Hudson Pacific Properties offer five distinct versions of the same investable idea: real operating momentum still matters. Investors looking for a reason to remain constructive need not search for a single, tidy macroeconomic narrative. The…

Tag: growth stocks

Tenon Medical’s Breakout Day Puts the SI-Joint Story on Wall Street’s Radar – ( $TNON )

Amwell’s Quietly Compounding Digital-Care Story Is Getting Harder to Ignore -( $AMWL )

The Great Growth Asset Rotation: AI, Orbit and Silver Take Center Stage -( $AMZN ANTH.PVT $ASTS OPAI.PVT $RKLB $SIL $SPCX $T $VZ )

Amylyx Ignites a New GLP-1 Investment Narrative as Clinical Data, Pharmacy Access and Diabetes Innovation Converge -( $AMLX $CVS $LLY $MODD $NVO )

AI, Bond Yields and Big Bets: Why the Bull Case Is Getting More Selective -( $GOOG $NVDA )

Heartflow’s AI-Cardiology Moment Arrives as Consumer Cyclicals Catch Their Breath -( $AMWL $HD $HTFL $LOW $TGT $WMT )

What’s Up $DOCS?… Doximity’s AI Prescription Is Starting to Look Like a Platform Story

AI’s Memory Moment: Why SK Hynix Is Turning a Cyclical Chip Business Into Strategic Infrastructure -( $AMD $ASML $MU $MSFT $NVDA $SKHY )

The Veyron Effect: Why Scarcity, Data and U.S. Solar Are Giving Investors Something to Rev -( $CWEN $HGTY $SMWB $TE )

Earnings Season Finds Its Optimists: AI, Energy, Solar and West Coast Real Estate Begin to Deliver – ( $CRWV $HPP $NVDA $SMWB $SOC $TE )

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