Tech

Broadcom: Reasons To Think Twice About Buying Here (Archive)

Broadcom’s AI-fueled growth looks strong, but pricier valuations warrant patient buyers.

Crowdstrike Is Growing Well But Investors Can't Benefit From It (Archive)

Crowdstrike’s growth is strong, but valuation, margins and SBC limit upside for shareholders.

Credo: An Easter Gift From Mr. Market (Archive)

Tariffs and freight shifts reshape GigaCloud’s margins, risks, and upside potential.

Dell: Buy Now To Ride Its Growth And Margin Tailwinds (Archive)

Riding Dell’s powerful AI server growth and expanding higher-margin infrastructure mix.

IonQ Is Trading At Dangerous, Speculation Level Valuations (Archive)

IonQ’s rich valuation, weak guidance, and deteriorating cash burn warrant a clear Sell stance.

Allot: Too Overhyped To Make Buys Worthwhile (Archive)

Allot’s growth story remains unproven, with flat revenues, slowing SECaaS momentum and stretched valuations.

Why Zeta's Weak Revenue Guidance Should Worry You (Archive)

Zeta’s revenue, profitability and technicals flash downside risk despite cheaper valuations.