Tech

Credo: The Market Hasn't Fully Priced In The DustPhotonics Deal's Implications (Archive, Full Access)

DustPhotonics deal supercharges Credo’s optics growth, margins, and still-undervalued stock.

ServiceNow Q1 Preview: The Earnings Growth It Needs Is Too High To Justify A Buy (Archive)

AI disruption, healthy growth, and a demanding valuation hurdle shape my cautious ServiceNow view.

STMicroelectronics: AWS Photonics Deal Meets Auto‑Industrial Rebound

STMicroelectronics is set to ride AWS photonics demand and an auto‑industrial upturn.

AppLovin: Some KPIs Could Be Better, But A Low Valuation Makes It A Buy (Archive)

Undervalued AppLovin with improving ad KPIs and supportive technicals offers asymmetric upside.

Kioxia Holdings: AI NAND Supercycle, JV Upgrade And A Breakout Chart Sets Up Big Upside

Scope for pricing upside, market share gains, higher value revenues and lower gross margin volatility.

Microsoft: Azure Is Booming, But OpenAI And Copilot Are Quietly Capping The Upside (Archive)

Azure’s AI boom is offset by OpenAI risks, constrained capacity, and weak Copilot monetization.

Celestica: Mr. Market Gives Us A Perfect Opportunity To Load Up (Archive, Full Access)

Celestica offers a chance to ride accelerating AI demand at a sentiment-driven discount.