AMD: Why I'm Slapping A Strong Sell On This Market Darling (Archive, Full Access)
AMD’s overhyped AI story masks decelerating growth, margin risk, and rich valuation.
Latest
PayPal Just Posted Its Worst Quarter Yet, But Now It May Be At Rock Bottom (Archive)
PayPal’s capitulation sell-off and trough valuation may finally mark a durable bottom.
Palantir Is Challenging The Enterprise Software And IT Services Industries (Archive)
Palantir is redefining enterprise software and IT services with unprecedented, margin-accretive growth.
ASML's AI Supercycle Orders Just Doubled Street Expectations (Archive)
ASML’s AI-driven EUV supercycle is accelerating orders, margins, and shareholder returns.
LyondellBasell: I'm Turning Bearish Again After Q4 Earnings (Archive)
Weak demand, rising costs and valuation froth drive my renewed bearish LYB stance.
Apple: Booming iPhone 17 Vs. Soaring Memory Costs (Archive)
Booming iPhone 17 cycle faces mounting margin pressure from surging memory prices.
Why I'm Betting Big On Meta This Year (Archive)
AI-fueled ad momentum, custom chips, and supportive technicals make Meta a high-conviction buy.