Keyence Corporation Will Be A Big Winner In The IoT and Robotics Boom
Betting on Keyence’s asset‑light robotics vision positioning and an industrial rebound tailwind
Vish (Hunting Alphas)
Sandisk's NAND Supercycle: Why I'm Calling For A Strong Buy Before Q3 Earnings (Archive)
NAND shortage and AI demand drive prices, margins, and cash flow higher.
24 Apr'26 Portfolio
The AI and capex trade
Siemens Energy: Sold Out Demand And Pricing Hikes
Bullish setup on AI-driven demand, grid upgrades, pricing power, and a chart breakout.
Nebius Q1 Preview: The Market Is Saying This Is An Outlier Among Outliers (Archive)
Nebius is chasing massive AI megadeals but must clear a daunting funding and execution hurdle.
Amazon Q1 Preview: Watch The Capex And EBIT Margins Print (Archive)
Amazon’s massive capex ramp, AI chips, and breakout chart clash with stretched valuation.
Lumentum: A Hidden Liquidity Risk Buried In The Footnotes (Archive)
Lumentum’s AI‑driven optics tailwinds are offset by a looming convertible‑debt liquidity overhang.