CoreWeave: An Extraordinary 12-Year Server Useful Life Assumption (Archive)
CoreWeave’s aggressive 12-year server lives mask looming capex, funding, and execution risks.
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Ares Capital's High Yield Looks Safe But The Stock May Still Underperform In 2026 (Archive)
High yield looks durable, but valuation and margins flag likely 2026 underperformance.
Newmont: Average On The Cost Curve, But Above Average Upside Potential (Archive)
Newmont offers fair-value entry today with margin-accretive growth and technical outperformance potential.
Celestica: I've 3xed My Investment But I'm Still Buying More (Archive)
Celestica’s AI networking dominance, long‑runway capex, and rising margins still justify buying.
Energy Transfer: Lake Charles Shock, EBITDA Miss And A Bearish Rollover Into 2026 (Archive)
Energy Transfer’s growth stalls as Lake Charles is scrapped and bearish pressures build.
Nebius Group: Sold Out On AI Demand, But With A 1‑Year Capex Headache (Archive)
Nebius faces booming AI demand but wrestles with year-long capex and dilution risks.
Pfizer: Adjusted EPS Masks How Bad 2026 Really Looks (Archive)
Pfizer’s 2026 earnings reality looks far uglier than headline adjusted EPS suggests.