Tech

Sandisk's NAND Supercycle: Why I'm Calling For A Strong Buy Before Q3 Earnings (Archive)

NAND shortage and AI demand drive prices, margins, and cash flow higher.

Nebius Q1 Preview: The Market Is Saying This Is An Outlier Among Outliers (Archive)

Nebius is chasing massive AI megadeals but must clear a daunting funding and execution hurdle.

Amazon Q1 Preview: Watch The Capex And EBIT Margins Print (Archive)

Amazon’s massive capex ramp, AI chips, and breakout chart clash with stretched valuation.

Lumentum: A Hidden Liquidity Risk Buried In The Footnotes (Archive)

Lumentum’s AI‑driven optics tailwinds are offset by a looming convertible‑debt liquidity overhang.

AMD: Why I'm Going From Very Bearish To Confidently Bullish (Archive)

AMD’s AI megadeals, MI355X leap, and agentic CPU boom now justify a strong buy.

Nvidia: Trading At A Rare Discount Just As Its Next AI Supercycle Kicks Off (Archive, Full Access)

Nvidia’s rare valuation discount collides with powerful AI-driven growth and technical momentum.

POET Technologies Has Consistently Chased Hype With Minimal Sales To Show For It (Archive, Full Access)

POET keeps chasing hot themes without delivering meaningful commercialization, revenues, or shareholder value.