Tech

IonQ Is Trading At Dangerous, Speculation Level Valuations (Archive)

IonQ’s rich valuation, weak guidance, and deteriorating cash burn warrant a clear Sell stance.

Allot: Too Overhyped To Make Buys Worthwhile (Archive)

Allot’s growth story remains unproven, with flat revenues, slowing SECaaS momentum and stretched valuations.

Why Zeta's Weak Revenue Guidance Should Worry You (Archive)

Zeta’s revenue, profitability and technicals flash downside risk despite cheaper valuations.

Nebius Group: One Big Reason To Rethink The Buys (Archive)

Nebius' cash burn, pricing pressures, and rich valuation temper the high-growth narrative.

Super Micro Computer: Why It's Still Worth Having In Your Portfolio (Archive)

SMCI combines robust backlog growth, moderated valuations, and technicals that still favor outperformance.

ASML: Why It's Too Early To Buy (Archive)

ASML’s growth hinges on services as weakening system demand and bookings temper upside.

Nvidia: Not Yet A Buy, Here's What To Wait For (Archive)

Waiting for a deeper pullback before loading up on Nvidia's next growth leg.