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Nvidia Is Likely To Have A Time Correction Vs The Broader Market (Archive)

NVIDIA likely consolidates in a time correction while its broader uptrend persists.

Dell: Shrinking Backlog And Margin Pressures (Archive)

Shrinking backlog, rising competition, and lower-margin AI servers threaten Dell’s profitability.

Alibaba: Re-Rating Catalysts Finally Kick In (Archive)

Chinese monetary stimulus sparks a long-awaited valuation re-rating for Alibaba stock.

Micron: Why Q4 Results Didn't Get Me Excited (Archive)

HBM tailwinds and margin gains clash with costly capex and an unimpressive premium valuation.

Palantir: Follow The Bull Trail And Don't Be Fazed By High Valuations Alone (Archive)

Palantir rides structural passive flows and flawless execution to justify rich valuations.

Tesla: A Worthy Buy Ahead Of Robotaxi Unveil (Archive)

Tesla is my high-conviction Strong Buy ahead of the October robotaxi unveil.

TSMC: 2nm Wafers Can Outperform The Already Strong Ramp In 3nm Wafers (Archive)

TSMC’s 2nm wafers can drive a faster, higher-margin growth wave than 3nm ramp.