Nebius Stock Is Actually Cheap (Archive, Full Access)
Nebius signs billion-dollar AI-cloud deals with premium pricing and heavy customer prepayments.
5-Minute Pitches
5-Minute Stock Pitches. Expect 10–20 pitches focused on core stock drivers every month.
Hercules Capital: Why It Deserves A Premium To NAV Valuation (Archive)
Hercules Capital deserves a premium to NAV due to superior returns, low costs, and strong biotech exposure.
Lumentum: Speed Is Everything (Archive, Full Access)
Lumentum’s 1.6T lead and optical-switch backlog support earnings upside despite rich valuation.
Credo: Yes, It Is Much Cheaper Now, But No, It Is Not Yet A Buy (Archive)
Credo is cheaper, but margin pressure, weak backlog, and concentration risk warrant patience.
Sandisk: It's The Perfect Time To Load Up (Archive, Full Access)
Long-term contracts, capital efficiency, and HBF upside support a Strong Buy on SNDK.
Micron: Don't Get Shaken Out (Archive, Full Access)
Micron’s DRAM-focused portfolio and HBM leadership position it to benefit from prolonged memory market tightness.
Dynex Capital: This 15.4% Yield Still Has Room To Run (Archive)
A great option for income investors