Consumer

Apple: Quantifying The Impact Of 25% Tariffs On Gross Margins (Archive)

Trump’s tariff threats erode Apple’s margins while stagnant iPhone growth limits upside

The Bears Might Be Right On Tesla, But Wrong On TSLA Stock (Archive)

Bears may be right on Tesla’s fundamentals, but TSLA’s risk-reward stays finely balanced.

GigaCloud Technology: Quantifying The Impact Of China Tariffs (Archive)

Tariffs and freight shifts reshape GigaCloud’s margins, risks, and upside potential.

Forget U.S. Tech Giants And Buy Alibaba Instead (Archive)

Alibaba’s AI, cloud, macro tailwinds and sale catalysts support renewed bullish conviction.

Amazon: Why You Shouldn't Miss Out On Buying The Post-Earnings Dip (Archive)

Buying Amazon’s post-earnings dip to capture long-term margin and growth tailwinds.

Apple: The China Revenue Decline That No One Realizes Is Bullish (Archive)

China weakness masks robust demand, services growth and margin-expanding insourcing tailwinds.

I See Demand And Margin Challenges For Tesla Ahead Of Q4 Earnings (Archive)

Tesla faces softening EV demand, rising costs and elevated valuation risks ahead of Q4.