Nvidia Q2 FY25 Preview: Top Clients' Capex Spend Expectations Signal Caution (Archive)
Capex headwinds temper Nvidia’s stellar track record ahead of Q2 FY25 earnings reaction.
Vish (Hunting Alphas)
Oxford Lane Capital: Why I Think This Is A Yield Trap (Archive)
Highlighting unsustainable payouts from negative cash flows and premium-valued, underwater investments.
Broadcom: VMWare Is Driving An Upgrade In Business Quality (Archive)
VMWare’s software mix is structurally upgrading Broadcom’s margins, cash flows, and growth quality.
Why JEPI Is Likely A Worse Bet Than SPY (Archive)
JEPI’s covered calls, tech underweight, rich valuation, and weak technicals threaten underperformance.
Energy Transfer: Positioned Well For Future Growth (Archive)
Energy Transfer is steadily expanding its footprint to capture rising data center-driven energy demand.
Celestica: Fundamentally Attractive But Priced Dearly (Archive)
Strong hyperscaler-driven growth meets rich valuations and cautious technicals for new buyers.
Alibaba: Bullish On Cloud, International Digital Commerce And Margin Expansion (Archive)
Alibaba’s cloud, international commerce and logistics engines are igniting a profitable turnaround.