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Otsuka Holdings: New FDA‑Backed Kidney Drug Could Ignite a Multi‑Year Rally

FDA-backed kidney breakthrough and ADHD catalyst support Otsuka’s breakout despite looming patent cliffs.

Micron Says Go Big Or Go Home As It Ramps Up Capex Far More Than Peers (Archive, Full Access)

Micron’s AI memory bonanza is compelling, but aggressive capex keeps the rating at Hold.

Palantir: This Selloff Is A Gift (Archive, Full Access)

Palantir’s Maven AI win, hiring surge, and scalable ontology make this PLTR pullback compelling.

Dell: Why It's Not A Buy Despite A $43 Billion AI Backlog (Archive, Full Access)

Explosive AI demand meets fair valuation and looming PC and margin headwinds.

A Canadian Natural Gas Giant Winning From Global LNG Disruptions

Global LNG disruptions could drive a multi‑year free‑cash‑flow surge for this producer.

20 Mar'26 Portfolio

Gradually building out the active equity picks

Nvidia's Customers Are Quietly Building Alternatives (Archive, Full Access)

Nvidia’s trillion‑dollar AI pipeline offsets rising customer insourcing and near‑term technical downside.