Tech

Tenable Holdings: An Attractive Play In The Growing Cybersecurity Sector (Archive)

Tenable offers undervalued, market-leading cybersecurity exposure with strong growth and execution.

MACOM: Buy As Growth Turns Around (Archive)

MACOM: poised for AI-driven growth as revenues, mix quality and cash flows improve.

Palantir: Not A Clear Alpha Play Anymore (Archive)

Earlier alpha captured; now reduced visibility, fading catalysts, and fair valuations justify holding.

Microsoft: Business Gets Better But Watch The Valuations (Archive)

Strong business momentum, but elevated valuations warrant a patient, neutral stance on Microsoft.

Palantir: 3 Reasons To Buy (Archive)

Palantir’s accelerating U.S. commercial adoption and looming S&P 500 eligibility support upside.

Nvidia Corporation: Management Knows More Than You (Archive)

Neutral on Nvidia; waiting for a better entry as management prepares to cash in.

Microsoft Has A Headstart In The AI Boom (Archive)

Microsoft’s entrenched cloud and software ecosystem gives it a powerful AI compounding engine.