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Accenture Is Showing Signs Of Desperation To Salvage Q4 Execution (Archive)

Accenture’s weak bookings and Q4 execution pressure outweigh its apparent valuation discount.

Sky Harbour: Do The Return On CapEx Math Before You Buy (Archive, Full Access)

Strong demand, but weak CapEx returns, heavy funding needs, dilution risk, and rich valuation.

Marvell: Don't Get Shaken Out Of The Sharp Sell-Off (Archive, Full Access)

MRVL's data center growth, custom chip ramp, and pricing power justify holding through correction.

Dorchester Minerals: Cheap Royalty Play Despite Oil Price Headwinds (Archive)

Dorchester Minerals trades at a 39% discount despite oil price headwinds and rising free cash flow.

Solid Power: Revenue Collapse Ahead But It's Cheap Enough To Hold (Archive)

Solid Power faces imminent revenue collapse as SK On milestone payments end with no new contracts confirmed.

7 Aug'26 Portfolio

Selective bets on a few themes via ETFs

Infleqtion: My New Favorite Quantum Stock (Archive)

Neutral-atom quantum hardware, US government ties, raised guidance, solid liquidity, and bullish technicals support INFQ.