Advanced Micro Devices: AI Breakout Or Just Hype Around MI450 And Helios? (Archive)
AMD’s AI surge hinges on MI450 and Helios, but valuation and margins cap upside.
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Berkshire Hathaway Faces Turbulence In 2026 (Archive)
GEICO’s margin squeeze, cash drag, and leadership churn could cap Berkshire’s 2026 upside.
PayPal's Branded Checkout Is Bleeding Market Share While Management Blames 'Macro' (Archive)
PayPal’s branded checkout is losing share while AI commerce upside remains early and uncertain.
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.
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.