Tech

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

Celestica delivers rare simultaneous strength in growth, margin expansion and cash flow conversion.

Meta: I Missed The Boat But Still Hesitant To Jump In Now (Archive)

Meta’s slowing ad momentum and regulatory wildcard temper otherwise attractive valuation support.

Microsoft: Backdated Azure Growth And Pricing Discounts Make The Stock Less Attractive (Archive)

Pricing discounts threaten Azure and Copilot margins while Microsoft trades at peak valuations.

Nvidia: Supplier-Led Blackwell Delays Can Push Out Production Timelines (Archive)

Supplier-driven Blackwell delays challenge near-term revenues but cheaper valuations support cautious neutrality.

Quantum Computing: Irrational Exuberance (Archive)

QUBT’s soaring valuation masks tiny revenues, heavy cash burn, and questionable governance.

Rigetti Computing: Be Wary Of The Overhyped Catalyst (Archive)

Rigetti’s rally looks like fragile hype, with weak fundamentals, execution, and visibility.

Micron Q1: Riddled With A Challenging Outlook (Archive)

Micron faces a cyclical NAND peak, weak guidance, and growing underperformance risks.