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Berkshire Hathaway Today Won't Make You Rich, But It Will Keep You Rich (Archive)

Berkshire’s cash-rich conservatism protects wealth but limits upside versus the S&P500.

Palantir: Step Aside AI Models, The Next Big Thing Is AI Agents (Archive)

Palantir's AI agents are driving breakout growth, but valuation and technicals warrant caution.

Broadcom: What To Watch For In The Q2 Earnings Release (Archive)

AI tailwinds boost Broadcom, but stretched valuations and Apple tariffs warrant caution.

Ares Capital: Overvalued Vs. Other BDCs (Archive)

ARCC’s rich valuation and bearish technicals point to underperformance versus the S&P 500.

I'm Buying CrowdStrike Before Earnings As The Market Is Underestimating The Growth Story (Archive)

Channel checks and AI momentum point to underestimated upside in CrowdStrike’s growth trajectory.

Costco: Q3 Results Point To Growth Acceleration Ahead (Archive)

Costco’s lower input costs, new warehouses, and bullish technicals support accelerating growth.

Dell: It's Not Too Late To Buy (Archive)

Dell’s AI server boom and PC refresh tailwinds can drive further growth despite valuation risk.