Alibaba: Re-Rating Catalysts Finally Kick In (Archive)
Chinese monetary stimulus sparks a long-awaited valuation re-rating for Alibaba stock.
Archive
5-Minute Pitches Archive for articles published on Seeking Alpha since Sep'22
Micron: Why Q4 Results Didn't Get Me Excited (Archive)
HBM tailwinds and margin gains clash with costly capex and an unimpressive premium valuation.
Palantir: Follow The Bull Trail And Don't Be Fazed By High Valuations Alone (Archive)
Palantir rides structural passive flows and flawless execution to justify rich valuations.
Tesla: A Worthy Buy Ahead Of Robotaxi Unveil (Archive)
Tesla is my high-conviction Strong Buy ahead of the October robotaxi unveil.
TSMC: 2nm Wafers Can Outperform The Already Strong Ramp In 3nm Wafers (Archive)
TSMC’s 2nm wafers can drive a faster, higher-margin growth wave than 3nm ramp.
NextEra Energy And NextEra Energy Partners: The Weather Blows Favorable Tailwinds (Archive)
La Niña-fueled winds boost NextEra’s earnings, but fair valuations cap near-term upside.
CrowdStrike: Not Comfortable With Margins Growth And Managements' Performance Incentives (Archive)
CrowdStrike’s slowing margins, rich valuation, and misaligned incentives justify a neutral stance.