NextEra Energy Partners Q4 Preview: Will There Be A Business Model Pivot? (Archive)
Trump’s anti-wind pivot threatens NEP’s growth as distributions strain limited liquidity.
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I See Demand And Margin Challenges For Tesla Ahead Of Q4 Earnings (Archive)
Tesla faces softening EV demand, rising costs and elevated valuation risks ahead of Q4.
Oxford Lane Capital Q2 FY25 Preview: Expecting Vibrant Deal Activity (Archive)
Poised to gain from vibrant CLO deal growth amid reasonable premium-to-NAV valuations.
Palantir: Multiple Fresh Growth Drivers Make This A Buy (Archive)
Fresh AI catalysts, Stargate upside, ecosystem growth and bullish technicals refuel my Palantir optimism.
Allot: Promising Story Pending Proof Of Execution (Archive)
Allot’s SaaS transition offers promising upside, but execution and growth risks warrant patience.
Micron: Facing A Weak Memory Market And Relatively Overvalued Vs. Peers (Archive)
Micron still faces cyclical memory headwinds and trades at a rich valuation premium.
Medical Properties Trust: Issues In Operating Portfolio And Debt Position May Be Priced In (Archive)
Tenant risks and heavy fixed-rate debt look broadly recognized at today’s depressed valuation.