Tech

Super Micro Computer: Make Sure You Buy Before Feb 25 (Archive)

SMCI’s liquid-cooled AI servers offer powerful growth, attractive valuation, and improving sentiment.

AMD: I See Risks That Keep Me On The Sidelines (Archive)

PayPal’s weak user trends and Braintree headwinds overshadow its discounted valuation and improved credit metrics, warranting a Sell rating.

Palantir: Everything Screams 'Buy' - Here's Why It's Still Early (Archive)

Palantir’s explosive growth, strengthening fundamentals, and surging technicals still signal early upside.

Celestica: 3 Reasons To Buy (Archive)

Celestica rides hyperscaler demand, margin expansion, and efficient execution to sustain its uptrend.

Intel Q4: There's No Good News Here, Sell Now (Archive)

Intel’s Q4 disappointments reinforce my bearish stance despite seemingly fair valuation.

Microsoft: An Overlooked Metric Flashes Cash Flow Conversion Risks (Archive)

Rising working capital quietly undermines Microsoft's strong cash flow conversion.

ASML: Why I'm Bearish Heading Into Earnings (Archive)

Bearish on ASML as capex downgrades, DeepSeek, valuation and technicals cloud earnings outlook.