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Why Nvidia Still Outshines AMD (Archive)

Nvidia remains the superior AI winner on growth, valuation and trend versus AMD.

Alphabet: The AI Comeback, Waymo Acceleration, And Browser Battles (Archive)

Alphabet’s AI resurgence and Waymo’s rapid rideshare gains underpin an attractive valuation setup.

Is CrowdStrike Running Out Of Upside? Reassessing Growth And Margin Risks (Archive)

CrowdStrike’s surging growth collides with weakening margins, lofty valuation, and fading buyer conviction.

Is Palantir Really Overpriced? Breaking Down The Risk And Reward Equation (Archive)

Palantir’s AI ontology and defense tailwinds drive huge growth potential but demand strict risk discipline.

Super Micro Computer: Is The Premium Valuation Justified As Growth Expectations Cool? (Archive)

Pricing in robust growth leaves limited edge as valuation and margins face headwinds.

Celestica: New Networking Wins Keep The Revenue Engine Revving (Archive)

Celestica’s AI networking leadership fuels strong growth but elevates valuation risk.

Beyond Blackwell: The Hidden Catalysts Powering Nvidia's Next Leg Up (Archive)

Sovereign and industrial AI plus robotics could fuel Nvidia’s next explosive growth wave.