Tech

Microsoft: Superior Focus On Azure And ARPU Growth To Drive Outperformance (Archive)

Azure’s accelerating momentum, ARPU gains, and technicals position Microsoft for sustained outperformance.

Super Micro Computer: Due For A Time Correction (Archive)

SMCI’s stellar run gives way to consolidation as rich valuations cap upside near term.

Nvidia Q4 Preview: A Post-Earnings Correction Can Be A Buy Opportunity (Archive)

Backlog strength, mix-driven margin gains and trough-like valuations set up an attractive pullback buy.

Palantir: Strong Momentum But Likely Still Below Market's Expectations (Archive)

Palantir’s red-hot momentum is colliding with sky-high expectations and peak valuations.

Intel: Don't Bet On It Catching Up To TSMC (Archive)

Intel’s rich valuation and structural headwinds make its recent outperformance vulnerable.

Microsoft Q4 Preview: Winning From AI-Led Product Supremacy (Archive)

Bullish on Microsoft’s AI-driven growth, improving margins, and upside potential versus the S&P 500.

Google: Time To Start Scaling Out (Archive)

Scaling out of Google as alpha fades and risk‑reward turns less compelling.