Tech

Beyond Blackwell: The Hidden Catalysts Powering Nvidia's Next Leg Up (Archive)

Sovereign and industrial AI plus robotics could fuel Nvidia’s next explosive growth wave.

Axon Ad Engine Roars And Short Seller Noise Fades But I'm Still Not Buying AppLovin Yet (Archive)

Axon-powered ad engine drives strong profitable growth, but valuation and governance caution me.

I Very Rarely Short, But I Am Making An Exception For Navitas Semiconductor (Archive)

Speculative NVIDIA-fueled surge masks weak execution, cash burn, frothy valuation, and insider selling.

Nebius Is Pursuing A 'Growth At All Costs' Strategy (Archive)

Nebius chases hypergrowth with heavy cash burn but ample funding and valuable non-core assets.

Credo: Time To Take Profits After A 100% Return (Archive)

Credo’s explosive growth and improving quality now warrant tactically locking in substantial gains.

AMD: Bolt-On M&A Enhances Capabilities At Attractive Valuations (Archive)

AMD’s disciplined bolt-on M&A strengthens AI and data center capabilities without overpaying.

Palantir: Step Aside AI Models, The Next Big Thing Is AI Agents (Archive)

Palantir's AI agents are driving breakout growth, but valuation and technicals warrant caution.