ASML's AI Supercycle Orders Just Doubled Street Expectations (Archive)
ASML’s AI-driven EUV supercycle is accelerating orders, margins, and shareholder returns.
Vish (Hunting Alphas)
LyondellBasell: I'm Turning Bearish Again After Q4 Earnings (Archive)
Weak demand, rising costs and valuation froth drive my renewed bearish LYB stance.
Apple: Booming iPhone 17 Vs. Soaring Memory Costs (Archive)
Booming iPhone 17 cycle faces mounting margin pressure from surging memory prices.
Why I'm Betting Big On Meta This Year (Archive)
AI-fueled ad momentum, custom chips, and supportive technicals make Meta a high-conviction buy.
Microsoft Q2: Non‑Obvious Risks Hiding Behind The AI Boom (Archive)
Microsoft’s AI boom masks rising OpenAI dependence, margin pressure, and capex‑driven FCF risks.
Intel: Why A Turnaround Still Seems Unlikely (Archive)
Intel’s turnaround story remains unproven amid muted growth, share loss and margin headwinds.
This Is How You Value Tesla (Archive)
Robotaxis and humanoids drive Tesla's long-term earnings, making today's valuation surprisingly reasonable.