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.
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.