Applied Digital: Why A $1.5 Billion NOI Dream May Enrich Lenders More Than Shareholders (Archive)
$1.5 billion NOI dream risks enriching lenders more than common shareholders.
Vish (Hunting Alphas)
Alexandria Real Estate: Deep Value Or A Value Trap After A 45% Dividend Cut? (Archive)
ARE faces a painful reset as industry oversupply, weak demand and funding risks collide.
AppLovin May Be Facing Diminishing Marginal Returns (Archive)
Mixed adoption signals, slowing optimization gains, and frothy valuation temper my APP enthusiasm.
TSMC Is Relentlessly Getting Stronger, And The Market Is Mispricing It (Archive)
TSMC’s accelerating dominance and mispricing create a picture-perfect, high-conviction 2026 buy.
Credo: Hold On To This Winner But Don't Buy More Now (Archive)
Credo’s blockbuster AEC boom is lifting growth, but margins and AMZN capex risk loom.
This Is How You Value Palantir (Archive)
Palantir must sustain exceptional AIP-driven growth and margins to justify today’s demanding valuation.
Rocket Lab: The Market Is Saying This Is An Outlier Among Outliers (Archive)
Rocket Lab’s valuation demands extremely rare, sustained outlier growth to just match market returns.