CrowdStrike And The AI Agents Cyber Threat (Archive)
AI agents erode CrowdStrike’s moat as growth, valuation and technicals all turn bearish.
Archive
5-Minute Pitches Archive for articles published on Seeking Alpha since Sep'22
Micron Says Go Big Or Go Home As It Ramps Up Capex Far More Than Peers (Archive, Full Access)
Micron’s AI memory bonanza is compelling, but aggressive capex keeps the rating at Hold.
Palantir: This Selloff Is A Gift (Archive, Full Access)
Palantir’s Maven AI win, hiring surge, and scalable ontology make this PLTR pullback compelling.
Dell: Why It's Not A Buy Despite A $43 Billion AI Backlog (Archive, Full Access)
Explosive AI demand meets fair valuation and looming PC and margin headwinds.
Nvidia's Customers Are Quietly Building Alternatives (Archive, Full Access)
Nvidia’s trillion‑dollar AI pipeline offsets rising customer insourcing and near‑term technical downside.
Pfizer: Obesity Hype And Vaccine Policy Shocks (Archive)
Pfizer’s obesity and vaccine setbacks outweigh cheap valuation, pointing to renewed underperformance risk.
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.