Palo Alto Networks: Why It's Worth Buying Before June 2 (Archive)
PANW looks good before Q3 earnings to capture strong growth despite demanding valuation backdrop.
Archive
5-Minute Pitches Archive for articles published on Seeking Alpha since Sep'22
ServiceNow: It Still Looks Too Expensive (Archive)
ServiceNow’s rich valuation, Armis overpayment, and flat SBC keep risk‑reward unappealing.
Dell: A Detailed Look At Its Q1 Results (Archive, Full Access)
AI server boom, easing memory costs, and PC refresh make Dell's upside compelling.
I Was Dead Wrong On CrowdStrike And AI But Now I'm Buying In (Archive)
Revised AI view, stronger Falcon economics, and bullish charts justify buying richly valued CrowdStrike.
Energy Transfer: The Drivers Behind Above-Average Growth This Year (Archive)
Data center-driven gas and NGL growth, but leverage and rich valuation cap near-term upside.
Nebius: Riding Powerful Demand Volume And Pricing Tailwinds (Archive)
Nebius leverages sold-out AI compute and rising GPU rentals to drive outsized revenue growth.
Lumentum: Purchase Obligations Are Exploding And Here's Why That Matters (Archive)
Exploding purchase obligations, tight laser supply, and Nvidia capital drive Lumentum’s upside runway.