Palantir: Everything Screams 'Buy' - Here's Why It's Still Early (Archive)
Palantir’s explosive growth, strengthening fundamentals, and surging technicals still signal early upside.
Vish (Hunting Alphas)
Celestica: 3 Reasons To Buy (Archive)
Celestica rides hyperscaler demand, margin expansion, and efficient execution to sustain its uptrend.
Brookfield Infrastructure Partners: One Of My Top Yield Plays In 2025 (Archive)
Data-fueled infrastructure giant at decade-low valuations with attractive preferred yields.
Meta: It's Not Too Late; Buy Now (Archive)
Meta’s AI-driven ad engine and megascale capex can still compound shareholder returns.
Intel Q4: There's No Good News Here, Sell Now (Archive)
Intel’s Q4 disappointments reinforce my bearish stance despite seemingly fair valuation.
Apple: The China Revenue Decline That No One Realizes Is Bullish (Archive)
China weakness masks robust demand, services growth and margin-expanding insourcing tailwinds.
Microsoft: An Overlooked Metric Flashes Cash Flow Conversion Risks (Archive)
Rising working capital quietly undermines Microsoft's strong cash flow conversion.