Microsoft: Why I Think It Is Poised To Beat Wall St.'s Margin Estimates (Archive)
Copilot tailwinds and job cuts could drive stronger margins and upside surprise for Microsoft.
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Amazon Q2 Preview: Can Prime Day Hype And AI-Fueled AWS Drive A Big Earnings Beat? (Archive)
Prime Day hype masks discount-driven commerce deceleration and capex risks despite attractive valuation.
Alphabet Q2: AI Search & Cloud Doing Great, But Be Wary Of ROI On Big Capex Spends (Archive)
AI-powered Search and Cloud are thriving, but escalating capex demands clear evidence of ROI.
TSMC: Hot AI Demand Meets Capacity Crunch And Margin Erosion - Time To Take Profits? (Archive)
TSMC’s blazing AI growth meets capacity limits, FX pressure and shrinking valuation upside.
Range Resources Q2 Recap: 2 Negatives Outweigh 1 Positive (Archive)
Natural gas pricing headwinds and weak seasonality overshadow Range Resources’ robust growth outlook.
Intel Q2 Preview: Why I Expect More Pain, Offsetting All Gains (Archive)
Intel’s turnaround hopes face weakening growth, rising competition, and still-elevated valuations.
Micron: I Missed The Boat, And It Seems Too Far To Catch Up (Archive)
Micron’s HBM-led surge looks powerful, but rich valuations keep me sidelined for now.