Tech

TSMC: Unprecedented Growth Outlook For A Company Of This Scale (Archive)

TSMC’s AI-driven growth, expanding margins, and discounted valuation make it compelling today.

Advanced Micro Devices: What You Need To Know About The Deal With OpenAI (Archive)

AMD’s OpenAI mega deal offers huge upside but raises dilution, margin, and valuation risks.

Palantir: Why I Think It Can Still Go Up 9x (Archive)

Palantir can still be a 9x multibagger despite demanding growth expectations.

Rigetti Computing: Here's What Needs To Happen For Its Valuation To Make Sense (Archive)

Balancing speculative quantum hype against fragile fundamentals and dilution-driven valuation math.

Intel: I Got This Wrong But Here's Why I'm Still Not Buying Yet (Archive)

Intel’s lifeline is secured funding, but chronic execution risks still restrain genuine upside.

IonQ: Turning Bullish After A Disastrous Bear Call (Archive)

FOMO-driven IonQ bet: cautious optimism on M&A growth, valuation, liquidity and momentum tailwinds.

Nvidia: Top 5 Reasons To Keep Buying (Archive)

Nvidia accelerates annual AI chip launches to power mega-growth themes in agentic, industrial AI.