Tech

Super Micro Computer: Still Too Many Issues To Reckon With (Archive)

SMCI’s accounting woes, capital raise risks, and customer losses overshadow seemingly fair valuations.

Zeta Global: Cautious Due To Unfavorable Growth Composition And Pricey M&A (Archive)

Strong growth, ARPU-led expansion, pricey M&A and fair valuation drive a cautious Hold.

IonQ: This Quantum Computing Stock Has Stronger Fundamentals But Is Priced Dearly (Archive)

IonQ’s commercial-first strategy delivers rapid growth but leaves shares trading at demanding valuations.

Celestica: A Trifecta Of Growth, Margin Expansion And Improving Cash Flow Conversion (Archive)

Celestica delivers rare simultaneous strength in growth, margin expansion and cash flow conversion.

Meta: I Missed The Boat But Still Hesitant To Jump In Now (Archive)

Meta’s slowing ad momentum and regulatory wildcard temper otherwise attractive valuation support.

Microsoft: Backdated Azure Growth And Pricing Discounts Make The Stock Less Attractive (Archive)

Pricing discounts threaten Azure and Copilot margins while Microsoft trades at peak valuations.

Nvidia: Supplier-Led Blackwell Delays Can Push Out Production Timelines (Archive)

Supplier-driven Blackwell delays challenge near-term revenues but cheaper valuations support cautious neutrality.