Tech

Celestica: 3 Reasons To Buy (Archive)

Celestica rides hyperscaler demand, margin expansion, and efficient execution to sustain its uptrend.

Intel Q4: There's No Good News Here, Sell Now (Archive)

Intel’s Q4 disappointments reinforce my bearish stance despite seemingly fair valuation.

Microsoft: An Overlooked Metric Flashes Cash Flow Conversion Risks (Archive)

Rising working capital quietly undermines Microsoft's strong cash flow conversion.

ASML: Why I'm Bearish Heading Into Earnings (Archive)

Bearish on ASML as capex downgrades, DeepSeek, valuation and technicals cloud earnings outlook.

Palantir: Multiple Fresh Growth Drivers Make This A Buy (Archive)

Fresh AI catalysts, Stargate upside, ecosystem growth and bullish technicals refuel my Palantir optimism.

Allot: Promising Story Pending Proof Of Execution (Archive)

Allot’s SaaS transition offers promising upside, but execution and growth risks warrant patience.

Micron: Facing A Weak Memory Market And Relatively Overvalued Vs. Peers (Archive)

Micron still faces cyclical memory headwinds and trades at a rich valuation premium.