Tech

Applied Digital Q2 FY25 Review: Continuous Delays In Signing Customer Is Disappointing (Archive)

Ellendale lease delays erode confidence despite strong funding and elevated valuation multiples.

TSMC Q4 Preview: Focus On CoWoS And Gross Margin Guidance (Archive)

TSMC’s CoWoS-driven capacity, pricing power, and margins set up an attractive buy.

Gorilla Technology: Impressive Growth Vs. Poor Cash Flow Conversion (Archive)

Impressive growth, discounted valuation, but weak cash flow conversion tempers bullish conviction.

QTUM: A Safer Bet On The Quantum Theme (Archive)

QTUM quietly offers diversified tech and semiconductor upside while sidestepping quantum hype risk.

Applied Digital: Building A Starter Position On This High Growth Play (Archive)

Building a high-growth, capital-intensive hyperscaler data center platform.

D-Wave Quantum Stock Is Trading Above Its Fundamental Worth, But It's Too Risky To Bet Against It (Archive)

Overhyped quantum hopeful with weak fundamentals, strong momentum, and cautious neutral positioning.

ASML: Demand Headwinds Galore (Archive)

ASML’s premium valuation collides with softening demand, rising pricing pressure, and bearish technicals.