Alphabet Is Managing AI Capex Well And Seems Highly Underrated (Archive)
Alphabet’s aggressive AI capex and equity raise are mispriced, leaving shares clearly undervalued.
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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.
Meta: A Deeper Look At Its Capex Burdens (Archive)
Meta’s rising self-funded power infrastructure and youth social-media bans create mounting, underappreciated headwinds.
Why I'm Betting Big On Meta This Year (Archive)
AI-fueled ad momentum, custom chips, and supportive technicals make Meta a high-conviction buy.
Reddit Needs To Grow Like Meta While Facing Tougher Challenges (Archive)
Reddit is priced like Meta despite tougher regulatory and AI-driven traffic challenges.
Why Lumen's Impressive Rally May Be Running Out Of Steam (Archive)
Lumen’s valuation looks frothy as bullish momentum stalls against mounting revenue and leverage headwinds.
Reddit: The Future Of Consumer-Led Marketing (Archive)
Reddit harnesses authentic community voices to drive powerful, scalable advertising outcomes.