AMD: I See Risks That Keep Me On The Sidelines (Archive)
PayPal’s weak user trends and Braintree headwinds overshadow its discounted valuation and improved credit metrics, warranting a Sell rating.
5-Minute Pitches
5-Minute Stock Pitches. Expect 10–20 pitches focused on core stock drivers every month.
PayPal: Sell Now To Avoid Growth Challenges In 2025 (Archive)
PayPal’s weak user trends and Braintree headwinds overshadow its discounted valuation and improved credit metrics, warranting a Sell rating.
PDI: Buy For A Double-Digit Yield And You May Even Beat The S&P 500 (Archive)
Double-digit bond income with a real shot at long-term S&P 500 outperformance.
Palantir: Everything Screams 'Buy' - Here's Why It's Still Early (Archive)
Palantir’s explosive growth, strengthening fundamentals, and surging technicals still signal early upside.
Celestica: 3 Reasons To Buy (Archive)
Celestica rides hyperscaler demand, margin expansion, and efficient execution to sustain its uptrend.
Brookfield Infrastructure Partners: One Of My Top Yield Plays In 2025 (Archive)
Data-fueled infrastructure giant at decade-low valuations with attractive preferred yields.
Meta: It's Not Too Late; Buy Now (Archive)
Meta’s AI-driven ad engine and megascale capex can still compound shareholder returns.