Tesla: Gross Margins May Have Bottomed Out (Archive) Tesla’s gross margins face supportive commodity trends but valuation and technicals temper enthusiasm.
GigaCloud Technology: Don't Look At Headline Growth Numbers (Archive) GigaCloud bulls enamored by headline growth; focus on organic instead.
Google: APAC Retail Weakness May Flow Through In Q3 FY24 Financials (Archive) APAC retail softness and rising AI capex could constrain Google's earnings leverage ahead.
Tesla: Betting On The Future With A Weak Present Is Risky (Archive) Tesla’s lofty valuation hinges on speculative future bets amid deteriorating core fundamentals.
Amazon: Why I'm Bullish But Uncomfortable Buying Now (Archive) AWS growth excites me, but Amazon’s commerce momentum and chart setup warrant caution.
Why I Wouldn't Buy Berkshire Hathaway's Portfolio (Archive) Berkshire's concentrated, slow-growing asset mix makes it a poor bet versus the S&P 500.
Intel Continues To Lose To Competition (Archive) Intel’s shrinking revenues, weak margins, and overvaluation reinforce my renewed Sell conviction.