Tech

Soundhound AI: Growth Is Great, But Here's Why It Doesn't Deserve A Buy (Archive)

Explosive Voice AI growth, but cash burn, SBC and rich valuation cap shareholder upside.

Intel's CEO Is Overwhelmed With Problems On All Fronts (Archive)

Intel’s strategic missteps and mounting headwinds threaten a sustained erosion in competitiveness.

Palantir: Top 3 Reasons To Buy Before Q2 Earnings (Archive)

Palantir’s ecosystem surges as a $10B Army deal powers high-growth, high-risk momentum.

Celestica: 4 Reasons To Keep Buying More (Archive)

Celestica’s hyperscaler-fueled surge is driving accelerating growth, rising margins, and a relentless uptrend.

Microsoft: Why I Think It Is Poised To Beat Wall St.'s Margin Estimates (Archive)

Copilot tailwinds and job cuts could drive stronger margins and upside surprise for Microsoft.

TSMC: Hot AI Demand Meets Capacity Crunch And Margin Erosion - Time To Take Profits? (Archive)

TSMC’s blazing AI growth meets capacity limits, FX pressure and shrinking valuation upside.

Intel Q2 Preview: Why I Expect More Pain, Offsetting All Gains (Archive)

Intel’s turnaround hopes face weakening growth, rising competition, and still-elevated valuations.