Apple: Booming iPhone 17 Vs. Soaring Memory Costs (Archive)
Booming iPhone 17 cycle faces mounting margin pressure from surging memory prices.
Consumer
This Is How You Value Tesla (Archive)
Robotaxis and humanoids drive Tesla's long-term earnings, making today's valuation surprisingly reasonable.
Tesla Q3 Preview: What To Focus On And What To Overlook (Archive)
Robotaxis and humanoid robots increasingly justify Tesla’s lofty valuation and bullish outlook.
Tesla: 5 Reasons To Sell (Archive)
Tesla faces mounting headwinds as growth hopes fade and valuation risk intensifies.
Apple: Is The $100 Billion Deal Really A Smart Move? (Archive)
Apple’s $100 billion U.S. bet smartly trades tariff headwinds for long-term strategic tailwinds.
Amazon Q2 Preview: Can Prime Day Hype And AI-Fueled AWS Drive A Big Earnings Beat? (Archive)
Prime Day hype masks discount-driven commerce deceleration and capex risks despite attractive valuation.
Peak Tesla? Market Share Erosion, Robotaxi Safety Issues And Overstretched Valuations (Archive)
Tesla’s peak narrative is cracking as market share slides, robotaxi risks mount, and valuations stretch.