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Berkshire Hathaway: Expecting More Stock Sales And Cash Buildup (Archive)

Berkshire’s cash-heavy war chest positions it to hunt bargains in a looming downturn.

Solid Power: A Long And Winding Road For Investors (Archive)

Solid Power's commercialization path remains slow, risky, and increasingly frustrating for investors.

Nvidia Stock: Near Term Growth Is Getting Priced In (Archive)

NVIDIA’s near‑term AI growth looks fully priced, prompting a tactical downgrade to Sell.

Apple: Unsaturated Market, Improving Business Quality And AI-Growth Catalysts (Archive)

Apple’s expanding services, AI integration, and loyal ecosystem support durable growth and premium valuation.

Brookfield Infrastructure Partners: Delay In Intel Project Is A Key Risk (Archive)

Intel fab delays risk extending BIP’s capital payback despite attractive near-trough valuations.

Medical Properties Trust: Weak Fundamentals And Bearish Technicals Vs. Low Valuations (Archive)

MPW’s weak balance sheet, cash bleed and bearish trend outweigh its optically cheap valuation.

Nvidia Q2 FY25 Preview: Top Clients' Capex Spend Expectations Signal Caution (Archive)

Capex headwinds temper Nvidia’s stellar track record ahead of Q2 FY25 earnings reaction.