Energy Transfer: The AI Growth Story Has A Catch (Archive)
AI data center power demand trends is fueling EBITDA growth but the executional risk factors are becoming more apparent in addition to refinancing risks at higher interest rates.
Archive
5-Minute Pitches Archive for articles published on Seeking Alpha since Sep'22
Seagate: Buy When The Market Panics (Archive, Full Access)
Volume and pricing tailwinds, a favorable mix shift toward higher-margin products, and a deleveraged balance sheet.
Iovance: Buy Now Before Many Growth Catalysts Kick In (Archive)
Iovance's flagship cancer treatment protocol is seeing accelerated adoption and has a sweet suite of TAM-expanding growth catalysts
AppLovin: I Was Wrong, This Is A Sell (Archive)
There is persisting weakness in ads' performance and concerns about more intense competition.
Western Digital: Buy Aggressively Because The Market Is Wrong (Archive, Full Access)
The stock has been punished on news of capacity additions from a competitor, but this is an overreaction.
Meta: Muse Is Nice, But Not Enough (Archive)
Muse and Meta One adoption vs the long duration of growth bets that carry both monetization visibility risks and opportunity cost risks with rising rates.
Aeluma: The Numbers Don't Match The Narrative (Archive)
Promising technology and high potential is there but also a prolonged revenue scale-up in a hawkish rate environment amid rising costs and worse FCF burn.