Tech

TSMC: 2nm Wafers Can Outperform The Already Strong Ramp In 3nm Wafers (Archive)

TSMC’s 2nm wafers can drive a faster, higher-margin growth wave than 3nm ramp.

CrowdStrike: Not Comfortable With Margins Growth And Managements' Performance Incentives (Archive)

CrowdStrike’s slowing margins, rich valuation, and misaligned incentives justify a neutral stance.

Micron: Industry Tailwinds Vs. Tough Competition (Archive)

Micron rides strong memory demand but faces rich valuations and intensifying competitive pressures.

Nvidia Stock: Near Term Growth Is Getting Priced In (Archive)

NVIDIA’s near‑term AI growth looks fully priced, prompting a tactical downgrade to Sell.

Nvidia Q2 FY25 Preview: Top Clients' Capex Spend Expectations Signal Caution (Archive)

Capex headwinds temper Nvidia’s stellar track record ahead of Q2 FY25 earnings reaction.

Broadcom: VMWare Is Driving An Upgrade In Business Quality (Archive)

VMWare’s software mix is structurally upgrading Broadcom’s margins, cash flows, and growth quality.

Celestica: Fundamentally Attractive But Priced Dearly (Archive)

Strong hyperscaler-driven growth meets rich valuations and cautious technicals for new buyers.