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Pitney Bowes: Too Late To Buy Now (Archive)

Margin tailwinds realized, but weak growth and fading momentum cap further upside.

Why SCHD May Lag SPY (Archive)

SCHD’s tech underweight and bank overweight create a macro setup favoring SPY instead.

Micron Q1 Preview: Mixed Signals Going Into Earnings (Archive)

Micron’s DRAM strength contrasts with a weakening NAND outlook and stretched valuations.

Hewlett Packard Enterprise: Positioned Well For Multi-Year Outperformance (Archive)

HPE is primed for durable growth, re-rating potential, and multi-year outperformance.

Intel: Examining The Track Records Of The New CEOs In Consideration (Archive)

Intel’s CEO shakeup highlights a failed turnaround and raises the stakes on leadership.

Amazon: Multiple Margin Levers Drive Earnings Growth (Archive)

Multiple structural margin drivers are converging to unlock powerful earnings growth at Amazon.

AMD: Strong Fundamentals Are Fully Priced In (Archive)

AMD’s growth and margin strength look solid, but upside appears already fully reflected.