Celestica: Mr. Market Gives Us A Perfect Opportunity To Load Up (Archive, Full Access)
Celestica offers a chance to ride accelerating AI demand at a sentiment-driven discount.
5-Minute Pitches
5-Minute Stock Pitches. Expect 10–20 pitches focused on core stock drivers every month.
Ares Capital: I'm Not Bearish Anymore But Still Have Concerns (Archive)
Strong deal flow, AI‑exposed software book, rich relative valuation keep me Neutral/Hold on ARCC.
Credo: Fantastic Growth Drivers Ahead Make This A Buy (Archive)
CRDO levered to AI data centers, expanding beyond its flagship product of active electrical cables with underpriced growth and valuation tailwinds.
Sempra: A Safe Utility Way To Ride The Data Center Power Boom
Regulated rate-base growth, asset-sale-funded capex, and strong momentum support upside.
Exxon Mobil: Boosted By Powerful Pricing And Volume Tailwinds (Archive)
Exxon Mobil rides war‑driven oil prices and low‑cost volume growth in a powerful uptrend.
Meta: A Deeper Look At Its Capex Burdens (Archive)
Meta’s rising self-funded power infrastructure and youth social-media bans create mounting, underappreciated headwinds.
CrowdStrike And The AI Agents Cyber Threat (Archive)
AI agents erode CrowdStrike’s moat as growth, valuation and technicals all turn bearish.