Pfizer: Adjusted EPS Masks How Bad 2026 Really Looks (Archive)
Pfizer’s 2026 earnings reality looks far uglier than headline adjusted EPS suggests.
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Lumentum Holdings' Momentum Is Enticing, But There Are Too Many Reasons To Stay Away (Archive)
AI-fueled laser demand collides with substitution, concentration, and valuation landmines for Lumentum.
Agnico Eagle Mines: One Of My Top Picks For 2026 (Archive)
Leveraged gold exposure via low-cost growth projects, attractive valuation, and supportive macro tailwinds.
Coinbase: Sell As The Fundamentals And Charts Both Roll Over (Archive)
Coinbase faces mounting revenue, margin and technical headwinds that threaten sustained underperformance.
BigBear.ai's AI SaaS Pivot: Why The Numbers Don't Support The Hype (Archive)
BigBear.ai’s overhyped AI SaaS pivot masks stagnant revenues, eroding margins, and frothy valuation.
Micron: Stellar Results, But Here's Why It's A Hold And Not A Buy (Archive)
Micron’s AI memory boom is stellar, but supply ceilings and rich valuation cap upside.
Broadcom: Buy Now To Ride The Shift From Compute To Networking (Archive)
Broadcom is my high-conviction AI networking leader, poised for accelerating FY26 growth.