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Nvidia: Getting Clues On Outlook From Its Key Customers (Archive)

Tracking hyperscaler capex, Blackwell delays, valuation and Pelosi flows for Nvidia.

Rocket Lab: With A Rosy Outlook Ahead, I'm Waiting For A Discount To Buy (Archive)

Rocket Lab offers high-growth space exposure, but I’m patiently waiting for a valuation pullback.

TSMC: Demand Outlook Offsets Likely Peak In Gross Margins (Archive)

TSMC’s AI-driven capex surge supports structural demand despite cyclical gross margin headwinds.

PFFA: Best Among Its Preferred Share Peers (Archive)

Actively managed, leveraged preferred ETF offering high yield but only S&P 500-like returns.

JEPQ: Like The Sector Exposures, Dislike The Equity Linked Notes (Archive)

Risk-on tech tilt, but pricey ELN drag and better midstream income alternatives.

Range Resources: Optimism Fueled By Pricing And Volume Tailwinds (Archive)

Range Resources optimism fueled by pricing and volume tailwinds.

Credo: Revenue Guidance Beats May Be Fully Priced In (Archive)

Strong revenue beats and AI tailwinds, but valuation, capex slowdown and concentration temper upside.