Vish (Hunting Alphas)

Credo: Revenue Guidance Beats May Be Fully Priced In (Archive)

Strong revenue beats and AI tailwinds, but valuation, capex slowdown and concentration temper upside.

Nebius: Strong R&D And Technology Legacy Applied To New Growth Markets (Archive)

Nebius is redeploying elite Yandex engineering to build a high-growth AI infrastructure platform.

Applied Digital Q2 FY25 Review: Continuous Delays In Signing Customer Is Disappointing (Archive)

Ellendale lease delays erode confidence despite strong funding and elevated valuation multiples.

Power Solutions: Great Growth And Margin Expansion Prospects (Archive)

Data center-driven growth and higher-margin power systems support attractive upside for PSIX.

Eagle Point Credit: Mixed Signals, But Net Bullish (Archive)

ECC’s extended reinvestment periods and lower premium to NAV support resilient, attractive yields.

TSMC Q4 Preview: Focus On CoWoS And Gross Margin Guidance (Archive)

TSMC’s CoWoS-driven capacity, pricing power, and margins set up an attractive buy.

Enbridge: Set For EBITDA Growth Acceleration (Archive)

Policy shifts and Alberta’s deal position Enbridge for stronger, volume-driven EBITDA growth.