Novo Nordisk: Is The GLP‑1 Golden Age Already Behind It? (Archive)
Novo Nordisk faces eroding GLP‑1 leadership, intensifying `1qcompetition, and mounting margin headwinds.
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POET Technologies Has Consistently Chased Hype With Minimal Sales To Show For It (Archive, Full Access)
POET keeps chasing hot themes without delivering meaningful commercialization, revenues, or shareholder value.
SCHD: A Decent Buy But Not To Beat The Market (Archive)
SCHD: Fairly valued dividend ETF in a strong uptrend, but unlikely to beat SPY.
Credo: The Market Hasn't Fully Priced In The DustPhotonics Deal's Implications (Archive, Full Access)
DustPhotonics deal supercharges Credo’s optics growth, margins, and still-undervalued stock.
ServiceNow Q1 Preview: The Earnings Growth It Needs Is Too High To Justify A Buy (Archive)
AI disruption, healthy growth, and a demanding valuation hurdle shape my cautious ServiceNow view.
17 Apr'26 Portfolio
Positioned for a bull market
STMicroelectronics: AWS Photonics Deal Meets Auto‑Industrial Rebound
STMicroelectronics is set to ride AWS photonics demand and an auto‑industrial upturn.