Energy Transfer: Buy Now Before It Signs More Deals With Data Centers (Archive)
Energy Transfer is quietly becoming a major beneficiary of AI data center power demand.
5-Minute Pitches
5-Minute Stock Pitches. Expect 10–20 pitches focused on core stock drivers every month.
Realty Income: 2 Reasons That Stop Me Short Of Buying This High Yield REIT (Archive)
High-yield REIT with improving fundamentals, but technicals and impairment risks temper conviction.
Pfizer: 3 Key Risks That Warrant A Sell (Archive)
Patent cliffs, weak margins, and bearish technicals justify maintaining a Sell stance.
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.
Amazon: Why You Shouldn't Miss Out On Buying The Post-Earnings Dip (Archive)
Buying Amazon’s post-earnings dip to capture long-term margin and growth tailwinds.
Ares Capital's Yields Are Shrinking (Archive)
Shrinking yields, stretched valuations, and rising competition temper my previously bullish ARCC stance.
Alphabet: 3 Reasons To Sell (Archive)
Lagging ad growth, slowing cloud momentum, margin pressure and bearish technicals challenge Alphabet.