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.