Oxford Lane Capital Q2 FY25 Preview: Expecting Vibrant Deal Activity (Archive)
Poised to gain from vibrant CLO deal growth amid reasonable premium-to-NAV valuations.
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Palantir: Multiple Fresh Growth Drivers Make This A Buy (Archive)
Fresh AI catalysts, Stargate upside, ecosystem growth and bullish technicals refuel my Palantir optimism.
Allot: Promising Story Pending Proof Of Execution (Archive)
Allot’s SaaS transition offers promising upside, but execution and growth risks warrant patience.
Micron: Facing A Weak Memory Market And Relatively Overvalued Vs. Peers (Archive)
Micron still faces cyclical memory headwinds and trades at a rich valuation premium.
Medical Properties Trust: Issues In Operating Portfolio And Debt Position May Be Priced In (Archive)
Tenant risks and heavy fixed-rate debt look broadly recognized at today’s depressed valuation.
Nvidia: Getting Clues On Outlook From Its Key Customers (Archive)
Tracking hyperscaler capex, Blackwell delays, valuation and Pelosi flows for Nvidia.
Rocket Lab: With A Rosy Outlook Ahead, I'm Waiting For A Discount To Buy (Archive)
Rocket Lab offers high-growth space exposure, but I’m patiently waiting for a valuation pullback.