Tech

Micron May Be At A Cyclical Peak (Archive)

Micron’s superior HBM3e and iPhone-driven DRAM growth clash with rich valuations and NAND headwinds.

Palantir Q1 Preview: Expecting Another Beat And Raise Quarter (Archive)

Palantir races toward mega-cap status with relentless execution and accelerating ecosystem growth.

Super Micro Computer: Why You Should Buy Before The Full Q3 Earnings Release (Archive)

SMCI’s volatile pullback is a high-conviction buying window ahead of full Q3.

Rigetti Computing: Not Even Worth A Speculative Bet (Archive)

Rigetti’s quantum hopes look fragile amid weak revenues, tight cash, and frothy valuations.

Meta Q1 Preview: Antitrust Issues Make This A Risky Buy At Current Valuations (Archive)

Antitrust risks and fading TikTok-ban hopes make Meta too pricey to buy now.

D-Wave Quantum: Finally Some Signs Of Tangible Progress (Archive)

Early commercialization emerges, but valuations and insider selling still cap near-term upside.

Hewlett Packard: Why It's Too Unstable To Buy Right Now (Archive)

HPE’s near-term AI upside is overshadowed by margin, tariff, and M&A uncertainty.