Pfizer: Obesity Hype And Vaccine Policy Shocks (Archive)
Pfizer’s obesity and vaccine setbacks outweigh cheap valuation, pointing to renewed underperformance risk.
Archive
5-Minute Pitches Archive for articles published on Seeking Alpha since Sep'22
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.
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.