Tech

TSMC Is Relentlessly Getting Stronger, And The Market Is Mispricing It (Archive)

TSMC’s accelerating dominance and mispricing create a picture-perfect, high-conviction 2026 buy.

Credo: Hold On To This Winner But Don't Buy More Now (Archive)

Credo’s blockbuster AEC boom is lifting growth, but margins and AMZN capex risk loom.

This Is How You Value Palantir (Archive)

Palantir must sustain exceptional AIP-driven growth and margins to justify today’s demanding valuation.

CoreWeave: An Extraordinary 12-Year Server Useful Life Assumption (Archive)

CoreWeave’s aggressive 12-year server lives mask looming capex, funding, and execution risks.

Celestica: I've 3xed My Investment But I'm Still Buying More (Archive)

Celestica’s AI networking dominance, long‑runway capex, and rising margins still justify buying.

Nebius Group: Sold Out On AI Demand, But With A 1‑Year Capex Headache (Archive)

Nebius faces booming AI demand but wrestles with year-long capex and dilution risks.

Lumentum Holdings' Momentum Is Enticing, But There Are Too Many Reasons To Stay Away (Archive)

AI-fueled laser demand collides with substitution, concentration, and valuation landmines for Lumentum.