Nvidia's Next Growth Engine: A CPU Built For AI Agents (Archive, Full Access)
Vera expands Nvidia’s AI moat, but rangebound shares justify a Hold.
Vish (Hunting Alphas)
Credo: Tracking The Critical Revenue Pivot From Copper To Optical Networking (Archive, Full Access)
Credo’s optics revenue ramp is the key catalyst; execution remains unproven.
17 Jul'26 Portfolio
Avoiding the tech selloff
AST SpaceMobile Is Far Too Risky To Invest In (Archive)
AST SpaceMobile faces high cash burn, execution risks, and potential satellite launch delays.
PayPal: M&A Bids Don't Change The Weak Growth Profile (Archive)
PayPal faces stagnant organic growth as active account numbers remain flat.
Ares Capital: Trouble In The Software And Consumer Services Pipeline (Archive)
Ares Capital faces potential portfolio health deterioration due to software and consumer services concentration.
Sandisk: How It Wins From The AI Inference Trend (Archive, Full Access)
More complex AI inference models increase the demand for NAND.