Tech

Nebius Is Pursuing A 'Growth At All Costs' Strategy (Archive)

Nebius chases hypergrowth with heavy cash burn but ample funding and valuable non-core assets.

Credo: Time To Take Profits After A 100% Return (Archive)

Credo’s explosive growth and improving quality now warrant tactically locking in substantial gains.

AMD: Bolt-On M&A Enhances Capabilities At Attractive Valuations (Archive)

AMD’s disciplined bolt-on M&A strengthens AI and data center capabilities without overpaying.

Palantir: Step Aside AI Models, The Next Big Thing Is AI Agents (Archive)

Palantir's AI agents are driving breakout growth, but valuation and technicals warrant caution.

Broadcom: What To Watch For In The Q2 Earnings Release (Archive)

AI tailwinds boost Broadcom, but stretched valuations and Apple tariffs warrant caution.

I'm Buying CrowdStrike Before Earnings As The Market Is Underestimating The Growth Story (Archive)

Channel checks and AI momentum point to underestimated upside in CrowdStrike’s growth trajectory.

Dell: It's Not Too Late To Buy (Archive)

Dell’s AI server boom and PC refresh tailwinds can drive further growth despite valuation risk.