Tech

Nebius Group: One Big Reason To Rethink The Buys (Archive)

Nebius' cash burn, pricing pressures, and rich valuation temper the high-growth narrative.

Super Micro Computer: Why It's Still Worth Having In Your Portfolio (Archive)

SMCI combines robust backlog growth, moderated valuations, and technicals that still favor outperformance.

ASML: Why It's Too Early To Buy (Archive)

ASML’s growth hinges on services as weakening system demand and bookings temper upside.

Nvidia: Not Yet A Buy, Here's What To Wait For (Archive)

Waiting for a deeper pullback before loading up on Nvidia's next growth leg.

Super Micro Computer: Make Sure You Buy Before Feb 25 (Archive)

SMCI’s liquid-cooled AI servers offer powerful growth, attractive valuation, and improving sentiment.

AMD: I See Risks That Keep Me On The Sidelines (Archive)

PayPal’s weak user trends and Braintree headwinds overshadow its discounted valuation and improved credit metrics, warranting a Sell rating.

Palantir: Everything Screams 'Buy' - Here's Why It's Still Early (Archive)

Palantir’s explosive growth, strengthening fundamentals, and surging technicals still signal early upside.