Tech

CrowdStrike: High Visibility And Longer Term Growth Acceleration (Archive)

CrowdStrike’s accelerating RPOs and Falcon Flex adoption support durable, premium-valued growth visibility.

Palantir: Expectations Are Finally Getting Priced In (Archive)

Palantir’s rally now reflects full expectations, shifting my stance to Neutral/Hold.

Broadcom: Keep Calm And Let Profits Ride (Archive)

AI and VMware power Broadcom's premium growth, margins, and still-bullish breakout.

Micron Q1 Preview: Mixed Signals Going Into Earnings (Archive)

Micron’s DRAM strength contrasts with a weakening NAND outlook and stretched valuations.

Hewlett Packard Enterprise: Positioned Well For Multi-Year Outperformance (Archive)

HPE is primed for durable growth, re-rating potential, and multi-year outperformance.

Intel: Examining The Track Records Of The New CEOs In Consideration (Archive)

Intel’s CEO shakeup highlights a failed turnaround and raises the stakes on leadership.

AMD: Strong Fundamentals Are Fully Priced In (Archive)

AMD’s growth and margin strength look solid, but upside appears already fully reflected.