Tech

Micron: I Missed The Boat, And It Seems Too Far To Catch Up (Archive)

Micron’s HBM-led surge looks powerful, but rich valuations keep me sidelined for now.

ASML Bulls Beware: The Data Points To Prolonged Weakness Ahead (Archive)

ASML’s flat 2026 growth visibility, weak demand mix, and rich valuation signal underperformance.

Why Nvidia Still Outshines AMD (Archive)

Nvidia remains the superior AI winner on growth, valuation and trend versus AMD.

Is CrowdStrike Running Out Of Upside? Reassessing Growth And Margin Risks (Archive)

CrowdStrike’s surging growth collides with weakening margins, lofty valuation, and fading buyer conviction.

Is Palantir Really Overpriced? Breaking Down The Risk And Reward Equation (Archive)

Palantir’s AI ontology and defense tailwinds drive huge growth potential but demand strict risk discipline.

Super Micro Computer: Is The Premium Valuation Justified As Growth Expectations Cool? (Archive)

Pricing in robust growth leaves limited edge as valuation and margins face headwinds.

Celestica: New Networking Wins Keep The Revenue Engine Revving (Archive)

Celestica’s AI networking leadership fuels strong growth but elevates valuation risk.