Lumentum: A Clear Winner Of Data Center Networking Speed Upgrades (Archive)
Lumentum is set to win from high-speed data center EML upgrades.
Tech
Micron: This Memory Cycle Is Only Getting Stronger (Archive, Full Access)
Micron benefits from structural tailwinds driven by tight DRAM and NAND market conditions.
Palantir: Scaling This Business Takes More Labor Than The Market Realizes (Archive, Full Access)
Palantir requires labor-intensive custom configuration by engineers, creating an operational bottleneck that limits scalability.
Apple: The Post-Price Hikes Selloff Is An Overreaction (Archive)
Apple shares face limited downside as strong premium demand mitigates price hike risks.
Microsoft Is Paying Too Much In Capex To Drive Revenue Growth (Archive, Full Access)
Microsoft faces impending stock downside as aggressive AI infrastructure expenditures yield negative returns.
Decoding Celestica: How Custom AI Hardware Is The Most Important Catalyst (Archive)
Celestica is uniquely positioned to benefit from hyper-scaler custom AI hardware deployment trends.
Marvell: Set To Win From Hyperscalers' Custom Chip Programs (Archive)
Marvell is primed for explosive custom AI chip growth, despite premium valuation risks.