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.
Archive
5-Minute Pitches Archive for articles published on Seeking Alpha since Sep'22
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.
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.