Tech

Quantum Computing: Irrational Exuberance (Archive)

QUBT’s soaring valuation masks tiny revenues, heavy cash burn, and questionable governance.

Rigetti Computing: Be Wary Of The Overhyped Catalyst (Archive)

Rigetti’s rally looks like fragile hype, with weak fundamentals, execution, and visibility.

Micron Q1: Riddled With A Challenging Outlook (Archive)

Micron faces a cyclical NAND peak, weak guidance, and growing underperformance risks.

CrowdStrike: High Visibility And Longer Term Growth Acceleration (Archive)

CrowdStrike’s accelerating RPOs and Falcon Flex adoption support durable, premium-valued growth visibility.

Palantir: Expectations Are Finally Getting Priced In (Archive)

Palantir’s rally now reflects full expectations, shifting my stance to Neutral/Hold.

Broadcom: Keep Calm And Let Profits Ride (Archive)

AI and VMware power Broadcom's premium growth, margins, and still-bullish breakout.

Micron Q1 Preview: Mixed Signals Going Into Earnings (Archive)

Micron’s DRAM strength contrasts with a weakening NAND outlook and stretched valuations.