Micron May Be At A Cyclical Peak (Archive)
Micron’s superior HBM3e and iPhone-driven DRAM growth clash with rich valuations and NAND headwinds.
Vish (Hunting Alphas)
Power Solutions: My Buy Thesis Has Gone For A Toss (Archive)
Revenue momentum remains strong, but my margin expansion and valuation edge have eroded.
Palantir Q1 Preview: Expecting Another Beat And Raise Quarter (Archive)
Palantir races toward mega-cap status with relentless execution and accelerating ecosystem growth.
Super Micro Computer: Why You Should Buy Before The Full Q3 Earnings Release (Archive)
SMCI’s volatile pullback is a high-conviction buying window ahead of full Q3.
Pfizer's Q1 Update May Mark A Bottom In The Stock (Archive)
Pfizer’s valuation and cost cuts hint at a forming bottom despite structural headwinds.
Rigetti Computing: Not Even Worth A Speculative Bet (Archive)
Rigetti’s quantum hopes look fragile amid weak revenues, tight cash, and frothy valuations.
Meta Q1 Preview: Antitrust Issues Make This A Risky Buy At Current Valuations (Archive)
Antitrust risks and fading TikTok-ban hopes make Meta too pricey to buy now.