Energy Transfer: The AI Growth Story Has A Catch (Archive)
AI data center power demand trends is fueling EBITDA growth but the executional risk factors are becoming more apparent in addition to refinancing risks at higher interest rates.
5-Minute Pitches
Seagate: Buy When The Market Panics (Archive, Full Access)
Volume and pricing tailwinds, a favorable mix shift toward higher-margin products, and a deleveraged balance sheet.
Iovance: Buy Now Before Many Growth Catalysts Kick In (Archive)
Iovance's flagship cancer treatment protocol is seeing accelerated adoption and has a sweet suite of TAM-expanding growth catalysts
AppLovin: I Was Wrong, This Is A Sell (Archive)
There is persisting weakness in ads' performance and concerns about more intense competition.