Tech

BigBear.ai's AI SaaS Pivot: Why The Numbers Don't Support The Hype (Archive)

BigBear.ai’s overhyped AI SaaS pivot masks stagnant revenues, eroding margins, and frothy valuation.

Micron: Stellar Results, But Here's Why It's A Hold And Not A Buy (Archive)

Micron’s AI memory boom is stellar, but supply ceilings and rich valuation cap upside.

Broadcom: Buy Now To Ride The Shift From Compute To Networking (Archive)

Broadcom is my high-conviction AI networking leader, poised for accelerating FY26 growth.

Hewlett Packard: A New Margins-Boosting Revenue Driver For FY26 (Archive)

Juniper-boosted networking growth positions HPE for higher margins and renewed market outperformance.

Nvidia: Why Its Lead Over Competitors May Be As Short As One Year (Archive)

Nvidia’s rosy fundamentals face rising competitive pressure and slowing bullish momentum.

Navitas: Fundamentals Are Bearish But You Can't Fight Animal Spirits (Archive)

Balancing bearish fundamentals with exuberant technicals, I rate Navitas a cautious Hold.

Credo: I Sold This Way Too Soon (Archive)

Credo sits at the heart of surging AI data center networking demand.