Micron: I Finally Get It - The Market Still Underestimates The AI Memory Supercycle (Archive, Full Access)
AI memory market is heading toward worsening shortages and the market is being too conservative in its estimate of length of the upcycle.
Archive
5-Minute Pitches Archive for articles published on Seeking Alpha since Sep'22
TSMC: Early Signs Of Formidable Foundry Competition (Archive)
Exceptional AI-driven growth, but rising competition and 2nm expansion pressure margins.
Meta: I'm Nervous About The Fundamentals But Reasonable Valuations Make It A Hold (Archive)
Meta’s ads are slipping versus peers and rising AI capex clouds free-cash-flow visibility.
Palantir: A Golden Opportunity To Accumulate More Shares (Archive)
Strong US demand, AIP-driven growth, and raised guidance amid consolidation.
Celestica: Hyperscaler Capex May Cool, But Revenue Momentum Still Looks Explosive (Archive)
Celestica rides explosive AI-driven hyperscaler demand, but massive capex compresses near-term free cash flow.
Microsoft: Reasons To Be Concerned About Capex ROI (Archive, Full Access)
Microsoft’s surging AI capex erodes margins without delivering clearly superior growth or returns.
Sandisk's NAND Supercycle: Why I'm Calling For A Strong Buy Before Q3 Earnings (Archive)
NAND shortage and AI demand drive prices, margins, and cash flow higher.