ServiceNow: It Still Looks Too Expensive (Archive)
ServiceNow’s rich valuation, Armis overpayment, and flat SBC keep risk‑reward unappealing.
Vish (Hunting Alphas)
Dell: A Detailed Look At Its Q1 Results (Archive, Full Access)
AI server boom, easing memory costs, and PC refresh make Dell's upside compelling.
I Was Dead Wrong On CrowdStrike And AI But Now I'm Buying In (Archive)
Revised AI view, stronger Falcon economics, and bullish charts justify buying richly valued CrowdStrike.
Energy Transfer: The Drivers Behind Above-Average Growth This Year (Archive)
Data center-driven gas and NGL growth, but leverage and rich valuation cap near-term upside.
Nebius: Riding Powerful Demand Volume And Pricing Tailwinds (Archive)
Nebius leverages sold-out AI compute and rising GPU rentals to drive outsized revenue growth.
Lumentum: Purchase Obligations Are Exploding And Here's Why That Matters (Archive)
Exploding purchase obligations, tight laser supply, and Nvidia capital drive Lumentum’s upside runway.
Sandisk Can Keep On Rising Even If NAND Prices Cool (Archive, Full Access)
Sandisk rides AI-driven NAND demand, buybacks, and lean capex to sustain upside.