Advanced Micro Devices: What You Need To Know About The Deal With OpenAI (Archive)
AMD’s OpenAI mega deal offers huge upside but raises dilution, margin, and valuation risks.
Archive
5-Minute Pitches Archive for articles published on Seeking Alpha since Sep'22
LyondellBasell: 5 Reasons To Brace For More Pain (Archive)
Industry downcycle, weak cash flows and delayed growth projects keep LYB’s risk elevated.
Palantir: Why I Think It Can Still Go Up 9x (Archive)
Palantir can still be a 9x multibagger despite demanding growth expectations.
Rigetti Computing: Here's What Needs To Happen For Its Valuation To Make Sense (Archive)
Balancing speculative quantum hype against fragile fundamentals and dilution-driven valuation math.
Intel: I Got This Wrong But Here's Why I'm Still Not Buying Yet (Archive)
Intel’s lifeline is secured funding, but chronic execution risks still restrain genuine upside.
IonQ: Turning Bullish After A Disastrous Bear Call (Archive)
FOMO-driven IonQ bet: cautious optimism on M&A growth, valuation, liquidity and momentum tailwinds.
UnitedHealth: This Rally Is Lacking Substance; Sell Now (Archive)
Rally driven by hype, margin pressure, and legal risk makes UNH a sell.