Tech

Kioxia Holdings: AI NAND Supercycle, JV Upgrade And A Breakout Chart Sets Up Big Upside

Scope for pricing upside, market share gains, higher value revenues and lower gross margin volatility.

Microsoft: Azure Is Booming, But OpenAI And Copilot Are Quietly Capping The Upside (Archive)

Azure’s AI boom is offset by OpenAI risks, constrained capacity, and weak Copilot monetization.

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.

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.

CrowdStrike And The AI Agents Cyber Threat (Archive)

AI agents erode CrowdStrike’s moat as growth, valuation and technicals all turn bearish.

Micron Says Go Big Or Go Home As It Ramps Up Capex Far More Than Peers (Archive, Full Access)

Micron’s AI memory bonanza is compelling, but aggressive capex keeps the rating at Hold.

Palantir: This Selloff Is A Gift (Archive, Full Access)

Palantir’s Maven AI win, hiring surge, and scalable ontology make this PLTR pullback compelling.