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Alphabet Is Managing AI Capex Well And Seems Highly Underrated (Archive)

Alphabet’s aggressive AI capex and equity raise are mispriced, leaving shares clearly undervalued.

Broadcom Q2: Undervalued After The Post-Earnings Selloff (Archive)

There's AI capex scrutiny and margin pressure, but valuation discount supports patient holders.

29 May'26 Portfolio

Ramping up software exposure

Palo Alto Networks: Why It's Worth Buying Before June 2 (Archive)

PANW looks good before Q3 earnings to capture strong growth despite demanding valuation backdrop.

ServiceNow: It Still Looks Too Expensive (Archive)

ServiceNow’s rich valuation, Armis overpayment, and flat SBC keep risk‑reward unappealing.

Dell: A Detailed Look At Its Q1 Results (Archive, Full Access)

AI server boom, easing memory costs, and PC refresh make Dell's upside compelling.

I Was Dead Wrong On CrowdStrike And AI But Now I'm Buying In (Archive)

Revised AI view, stronger Falcon economics, and bullish charts justify buying richly valued CrowdStrike.