Google Says Don't Underestimate Me (Archive)
Evidence-based global equity insights to grow wealth with lower volatility and smarter risk.
Vish (Hunting Alphas)
Nvidia: Supplier-Led Blackwell Delays Can Push Out Production Timelines (Archive)
Supplier-driven Blackwell delays challenge near-term revenues but cheaper valuations support cautious neutrality.
Dollar General: Margin Erosion Continues, Reiterate Sell (Archive)
Promotions-driven strategy deepens Dollar General’s margin erosion despite modest revenue resilience.
Quantum Computing: Irrational Exuberance (Archive)
QUBT’s soaring valuation masks tiny revenues, heavy cash burn, and questionable governance.
JEPI: Good Hedge Vs Tech-Heavy S&P500 In Current Rates Environment (Archive)
JEPI offers a defensive hedge to tech‑heavy SPY amid slower Fed rate cuts.
Carnival: Smooth Sailing Ahead (Archive)
Peak occupancy, rising pricing and fuel efficiency upgrades support an attractive valuation-driven Buy rating.
Uber: Navigating A Changing World (Archive)
Tracking margins, AV disruption, premium valuations, technicals, and bargaining power to rate Uber Neutral/Hold.