Latest

Did Pfizer Overpay For Yet Another Acquisition? (Archive)

Pfizer’s Metsera obesity deal looks reasonably priced, but fundamentals still justify only a hold.

Credo: I Sold This Way Too Soon (Archive)

Credo sits at the heart of surging AI data center networking demand.

TSMC: Unprecedented Growth Outlook For A Company Of This Scale (Archive)

TSMC’s AI-driven growth, expanding margins, and discounted valuation make it compelling today.

Advanced Micro Devices: What You Need To Know About The Deal With OpenAI (Archive)

AMD’s OpenAI mega deal offers huge upside but raises dilution, margin, and valuation risks.

LyondellBasell: 5 Reasons To Brace For More Pain (Archive)

Industry downcycle, weak cash flows and delayed growth projects keep LYB’s risk elevated.

Palantir: Why I Think It Can Still Go Up 9x (Archive)

Palantir can still be a 9x multibagger despite demanding growth expectations.

Rigetti Computing: Here's What Needs To Happen For Its Valuation To Make Sense (Archive)

Balancing speculative quantum hype against fragile fundamentals and dilution-driven valuation math.