Tech

Broadcom: What To Watch For In The Q2 Earnings Release (Archive)

AI tailwinds boost Broadcom, but stretched valuations and Apple tariffs warrant caution.

I'm Buying CrowdStrike Before Earnings As The Market Is Underestimating The Growth Story (Archive)

Channel checks and AI momentum point to underestimated upside in CrowdStrike’s growth trajectory.

Dell: It's Not Too Late To Buy (Archive)

Dell’s AI server boom and PC refresh tailwinds can drive further growth despite valuation risk.

Microsoft: A Trifecta Of Growth, Margin Expansion And Improving Cash Flow Conversion (Archive)

Microsoft’s rare trifecta: accelerating enterprise AI growth, rising margins, and stronger cash generation.

Intel: There Are Many Reasons To Sell (Archive)

Intel’s expensive valuation and faltering foundry turnaround make further underperformance likely.

Nvidia Q1 Preview: Market Is Grossly Underestimating Its Potential (Archive)

AI factories and agents could unlock massive, underpriced long-term upside for Nvidia.

Celestica: Continue Walking The Bull Trail (Archive)

Celestica rides hyperscaler demand, tariff relief and rising valuation headroom to further upside.