Hewlett Packard: A New Margins-Boosting Revenue Driver For FY26 (Archive)
Juniper-boosted networking growth positions HPE for higher margins and renewed market outperformance.
Vish (Hunting Alphas)
Nvidia: Why Its Lead Over Competitors May Be As Short As One Year (Archive)
Nvidia’s rosy fundamentals face rising competitive pressure and slowing bullish momentum.
Why Lumen's Impressive Rally May Be Running Out Of Steam (Archive)
Lumen’s valuation looks frothy as bullish momentum stalls against mounting revenue and leverage headwinds.
Realty Income: My Top Pick For Income Investors (Archive)
Realty Income capitalizes on cheaper European debt to drive portfolio growth and yield.
Navitas: Fundamentals Are Bearish But You Can't Fight Animal Spirits (Archive)
Balancing bearish fundamentals with exuberant technicals, I rate Navitas a cautious Hold.
Ares Capital: Risks You Should Not Ignore Before The Q3 Release (Archive)
Rate cuts, portfolio stresses, and rich valuation threaten Ares Capital’s future returns.
Tesla Q3 Preview: What To Focus On And What To Overlook (Archive)
Robotaxis and humanoid robots increasingly justify Tesla’s lofty valuation and bullish outlook.