Tech

Palantir: Multiple Fresh Growth Drivers Make This A Buy (Archive)

Fresh AI catalysts, Stargate upside, ecosystem growth and bullish technicals refuel my Palantir optimism.

Allot: Promising Story Pending Proof Of Execution (Archive)

Allot’s SaaS transition offers promising upside, but execution and growth risks warrant patience.

Micron: Facing A Weak Memory Market And Relatively Overvalued Vs. Peers (Archive)

Micron still faces cyclical memory headwinds and trades at a rich valuation premium.

Nvidia: Getting Clues On Outlook From Its Key Customers (Archive)

Tracking hyperscaler capex, Blackwell delays, valuation and Pelosi flows for Nvidia.

TSMC: Demand Outlook Offsets Likely Peak In Gross Margins (Archive)

TSMC’s AI-driven capex surge supports structural demand despite cyclical gross margin headwinds.

Credo: Revenue Guidance Beats May Be Fully Priced In (Archive)

Strong revenue beats and AI tailwinds, but valuation, capex slowdown and concentration temper upside.

Nebius: Strong R&D And Technology Legacy Applied To New Growth Markets (Archive)

Nebius is redeploying elite Yandex engineering to build a high-growth AI infrastructure platform.