BigBear.ai's AI SaaS Pivot: Why The Numbers Don't Support The Hype (Archive)
BigBear.ai’s overhyped AI SaaS pivot masks stagnant revenues, eroding margins, and frothy valuation.
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Micron: Stellar Results, But Here's Why It's A Hold And Not A Buy (Archive)
Micron’s AI memory boom is stellar, but supply ceilings and rich valuation cap upside.
Broadcom: Buy Now To Ride The Shift From Compute To Networking (Archive)
Broadcom is my high-conviction AI networking leader, poised for accelerating FY26 growth.
Hewlett Packard: A New Margins-Boosting Revenue Driver For FY26 (Archive)
Juniper-boosted networking growth positions HPE for higher margins and renewed market outperformance.
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.