Tech

ASML: Why I'm Reissuing My Sell Rating (Archive)

ASML faces slowing demand, margin headwinds, rich valuation and weak technicals, warranting a Sell rating.

TSMC: Bizarrely Undervalued (Archive)

TSMC’s market-leading moat, resilient margins and easing geopolitical risk remain deeply mispriced.

Applied Digital: 5 Reasons For Why It Is Time To Sell (Archive)

APLD’s weak growth, risky customer concentration, and premium valuation make the stock vulnerable.

Micron May Be At A Cyclical Peak (Archive)

Micron’s superior HBM3e and iPhone-driven DRAM growth clash with rich valuations and NAND headwinds.

Palantir Q1 Preview: Expecting Another Beat And Raise Quarter (Archive)

Palantir races toward mega-cap status with relentless execution and accelerating ecosystem growth.

Super Micro Computer: Why You Should Buy Before The Full Q3 Earnings Release (Archive)

SMCI’s volatile pullback is a high-conviction buying window ahead of full Q3.

Rigetti Computing: Not Even Worth A Speculative Bet (Archive)

Rigetti’s quantum hopes look fragile amid weak revenues, tight cash, and frothy valuations.