Industrial

Siemens Energy: Sold Out Demand And Pricing Hikes

Bullish setup on AI-driven demand, grid upgrades, pricing power, and a chart breakout.

Rocket Lab: The Market Is Saying This Is An Outlier Among Outliers (Archive)

Rocket Lab’s valuation demands extremely rare, sustained outlier growth to just match market returns.

Power Solutions: My Buy Thesis Has Gone For A Toss (Archive)

Revenue momentum remains strong, but my margin expansion and valuation edge have eroded.

Solid Power: Here's What To Do Now If You Missed Selling Earlier (Archive)

Deep-value SLDP faces long commercialization timelines, tightening liquidity, and tariff-driven OEM headwinds.

Rocket Lab: Do You Like To Buy Expensive, Overvalued Things? (Archive)

Rocket Lab’s rich valuation masks near-term growth hiccups and only modest upside catalysts.

Enovix: A Worthy Buy For Asymmetric Upside (Archive)

Enovix offers asymmetric upside as commercialization lags but customer, manufacturing, and R&D milestones advance.

Uber's Hype Vs Reality: What Investors Need To Consider Before Buying In (Archive)

Dissecting Uber’s narrative, I find unimpressive results, premium valuation, and balanced risk-reward.