Alphabet: Things Aren't Looking Good, But At Least It's Cheap (Archive)
Alphabet’s cheap valuation offsets mounting advertising and antitrust headwinds for now.
5-Minute Pitches
5-Minute Stock Pitches. Expect 10–20 pitches focused on core stock drivers every month.
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.
TSMC: Bizarrely Undervalued (Archive)
TSMC’s market-leading moat, resilient margins and easing geopolitical risk remain deeply mispriced.
Applied Digital: 5 Reasons For Why It Is Time To Sell (Archive)
APLD’s weak growth, risky customer concentration, and premium valuation make the stock vulnerable.
Micron May Be At A Cyclical Peak (Archive)
Micron’s superior HBM3e and iPhone-driven DRAM growth clash with rich valuations and NAND headwinds.
Power Solutions: My Buy Thesis Has Gone For A Toss (Archive)
Revenue momentum remains strong, but my margin expansion and valuation edge have eroded.
Palantir Q1 Preview: Expecting Another Beat And Raise Quarter (Archive)
Palantir races toward mega-cap status with relentless execution and accelerating ecosystem growth.