Industrial

Rocket Lab: With A Rosy Outlook Ahead, I'm Waiting For A Discount To Buy (Archive)

Rocket Lab offers high-growth space exposure, but I’m patiently waiting for a valuation pullback.

Power Solutions: Great Growth And Margin Expansion Prospects (Archive)

Data center-driven growth and higher-margin power systems support attractive upside for PSIX.

Enovix Can Potentially Increase The Battery Life On Your AI-Enabled Smartphones (Archive)

Enovix powers longer-lasting AI smartphones with high-energy-density silicon batteries.

Pitney Bowes: Too Late To Buy Now (Archive)

Margin tailwinds realized, but weak growth and fading momentum cap further upside.

Solid Power: Testing Investors' Patience (Archive)

Solid Power’s delays, cash burn and policy risks keep the stock’s downtrend intact.

Pitney Bowes: Margin Tailwinds Are A Temporary Catalyst (Archive)

Activist-led cost cuts and ecommerce exit create temporary upside despite long-term revenue headwinds.

WESCO: Weak Demand Outlook (Archive)

WESCO faces weak demand, shrinking earnings growth, and only fairly valued shares.