Exxon Mobil: Boosted By Powerful Pricing And Volume Tailwinds (Archive)
Exxon Mobil rides war‑driven oil prices and low‑cost volume growth in a powerful uptrend.
Vish (Hunting Alphas)
Meta: A Deeper Look At Its Capex Burdens (Archive)
Meta’s rising self-funded power infrastructure and youth social-media bans create mounting, underappreciated headwinds.
27 Mar'26 Portfolio
Finding plenty of opportunities despite weak market indices
CrowdStrike And The AI Agents Cyber Threat (Archive)
AI agents erode CrowdStrike’s moat as growth, valuation and technicals all turn bearish.
Otsuka Holdings: New FDA‑Backed Kidney Drug Could Ignite a Multi‑Year Rally
FDA-backed kidney breakthrough and ADHD catalyst support Otsuka’s breakout despite looming patent cliffs.
Micron Says Go Big Or Go Home As It Ramps Up Capex Far More Than Peers (Archive, Full Access)
Micron’s AI memory bonanza is compelling, but aggressive capex keeps the rating at Hold.
Palantir: This Selloff Is A Gift (Archive, Full Access)
Palantir’s Maven AI win, hiring surge, and scalable ontology make this PLTR pullback compelling.