Tech

Is CrowdStrike Running Out Of Upside? Reassessing Growth And Margin Risks (Archive)

CrowdStrike’s surging growth collides with weakening margins, lofty valuation, and fading buyer conviction.

Is Palantir Really Overpriced? Breaking Down The Risk And Reward Equation (Archive)

Palantir’s AI ontology and defense tailwinds drive huge growth potential but demand strict risk discipline.

Super Micro Computer: Is The Premium Valuation Justified As Growth Expectations Cool? (Archive)

Pricing in robust growth leaves limited edge as valuation and margins face headwinds.

Celestica: New Networking Wins Keep The Revenue Engine Revving (Archive)

Celestica’s AI networking leadership fuels strong growth but elevates valuation risk.

Beyond Blackwell: The Hidden Catalysts Powering Nvidia's Next Leg Up (Archive)

Sovereign and industrial AI plus robotics could fuel Nvidia’s next explosive growth wave.

Axon Ad Engine Roars And Short Seller Noise Fades But I'm Still Not Buying AppLovin Yet (Archive)

Axon-powered ad engine drives strong profitable growth, but valuation and governance caution me.

I Very Rarely Short, But I Am Making An Exception For Navitas Semiconductor (Archive)

Speculative NVIDIA-fueled surge masks weak execution, cash burn, frothy valuation, and insider selling.