TSMC: Early Signs Of Formidable Foundry Competition (Archive)
Exceptional AI-driven growth, but rising competition and 2nm expansion pressure margins.
Archive
5-Minute Pitches Archive for articles published on Seeking Alpha since Sep'22
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.
Nebius Q1 Preview: The Market Is Saying This Is An Outlier Among Outliers (Archive)
Nebius is chasing massive AI megadeals but must clear a daunting funding and execution hurdle.