Tech

Meta Q1 Preview: Antitrust Issues Make This A Risky Buy At Current Valuations (Archive)

Antitrust risks and fading TikTok-ban hopes make Meta too pricey to buy now.

D-Wave Quantum: Finally Some Signs Of Tangible Progress (Archive)

Early commercialization emerges, but valuations and insider selling still cap near-term upside.

Hewlett Packard: Why It's Too Unstable To Buy Right Now (Archive)

HPE’s near-term AI upside is overshadowed by margin, tariff, and M&A uncertainty.

Broadcom: Reasons To Think Twice About Buying Here (Archive)

Broadcom’s AI-fueled growth looks strong, but pricier valuations warrant patient buyers.

Crowdstrike Is Growing Well But Investors Can't Benefit From It (Archive)

Crowdstrike’s growth is strong, but valuation, margins and SBC limit upside for shareholders.

Credo: An Easter Gift From Mr. Market (Archive)

Tariffs and freight shifts reshape GigaCloud’s margins, risks, and upside potential.

Dell: Buy Now To Ride Its Growth And Margin Tailwinds (Archive)

Riding Dell’s powerful AI server growth and expanding higher-margin infrastructure mix.