Sandisk's NAND Supercycle: Why I'm Calling For A Strong Buy Before Q3 Earnings (Archive)
NAND shortage and AI demand drive prices, margins, and cash flow higher.
Vish (Hunting Alphas)
24 Apr'26 Portfolio
The AI and capex trade
Siemens Energy: Sold Out Demand And Pricing Hikes
Bullish setup on AI-driven demand, grid upgrades, pricing power, and a chart breakout.
Nebius Q1 Preview: The Market Is Saying This Is An Outlier Among Outliers (Archive)
Nebius is chasing massive AI megadeals but must clear a daunting funding and execution hurdle.
Amazon Q1 Preview: Watch The Capex And EBIT Margins Print (Archive)
Amazon’s massive capex ramp, AI chips, and breakout chart clash with stretched valuation.
Lumentum: A Hidden Liquidity Risk Buried In The Footnotes (Archive)
Lumentum’s AI‑driven optics tailwinds are offset by a looming convertible‑debt liquidity overhang.
AMD: Why I'm Going From Very Bearish To Confidently Bullish (Archive)
AMD’s AI megadeals, MI355X leap, and agentic CPU boom now justify a strong buy.