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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.

Blue Owl Capital: The Math On What's A Fair Downside

Math suggests OWL’s >40% selloff overshoots realistic AUM and fee headwinds.

AppLovin: Some KPIs Could Be Better, But A Low Valuation Makes It A Buy (Archive)

Undervalued AppLovin with improving ad KPIs and supportive technicals offers asymmetric upside.