Tech

Super Micro Computer: Growth Is Great, Margin Pressure May Last A Bit Longer (Archive)

Supermicro’s rapid DLC-led growth is offset by volatile margins and bearish-leaning technicals.

Intel: Why A Turnaround Seems Unlikely (Archive)

Intel investors risk years of negative free cash flow and prolonged underperformance versus the S&P 500.

Palantir: I Was Wrong And Now I'm A Bull (Archive)

Palantir’s improving growth quality and structural margin expansion now justify a bullish stance.

Intel Continues To Lose To Competition (Archive)

Intel’s shrinking revenues, weak margins, and overvaluation reinforce my renewed Sell conviction.

Why NVIDIA Is Not Yet In Its Hype Cycle (Archive)

NVIDIA is growing in multiples, margins are soaring, and valuations still avoid true hype.

Super Micro Computer: The Time Correction Is Not Yet Over (Archive)

SMCI’s stellar AI-driven growth persists, but margins, ROICs, and valuation temper conviction.

Palantir: Insider Sales And High Valuations Vs. Strong Operational Performance (Archive)

Palantir’s strong execution contrasts with heavy insider selling and stretched valuations.