Tech

Intel: Still Likely To Underperform (Archive)

Intel remains a strategically challenged laggard, unlikely to justify its premium valuation.

NVIDIA: Getting Some Mixed Signals (Archive)

NVIDIA’s growth remains powerful, but rising customer insourcing and capex cuts signal caution.

Palantir's Powerful Productivity Boosts Are Yet To See Mass Adoption (Archive)

Palantir’s AIP is rapidly becoming essential infrastructure for a winner‑take‑all AI economy.

Nvidia Is Likely To Have A Time Correction Vs The Broader Market (Archive)

NVIDIA likely consolidates in a time correction while its broader uptrend persists.

Dell: Shrinking Backlog And Margin Pressures (Archive)

Shrinking backlog, rising competition, and lower-margin AI servers threaten Dell’s profitability.

Micron: Why Q4 Results Didn't Get Me Excited (Archive)

HBM tailwinds and margin gains clash with costly capex and an unimpressive premium valuation.

Palantir: Follow The Bull Trail And Don't Be Fazed By High Valuations Alone (Archive)

Palantir rides structural passive flows and flawless execution to justify rich valuations.