Hewlett Packard Enterprise: Positioned Well For Multi-Year Outperformance (Archive)
HPE is primed for durable growth, re-rating potential, and multi-year outperformance.
Tech
Intel: Examining The Track Records Of The New CEOs In Consideration (Archive)
Intel’s CEO shakeup highlights a failed turnaround and raises the stakes on leadership.
AMD: Strong Fundamentals Are Fully Priced In (Archive)
AMD’s growth and margin strength look solid, but upside appears already fully reflected.
Intel: Still Likely To Underperform (Archive)
Intel remains a strategically challenged laggard, unlikely to justify its premium valuation.
NVIDIA: Getting Some Mixed Signals (Archive)
NVIDIA’s growth remains powerful, but rising customer insourcing and capex cuts signal caution.
Palantir's Powerful Productivity Boosts Are Yet To See Mass Adoption (Archive)
Palantir’s AIP is rapidly becoming essential infrastructure for a winner‑take‑all AI economy.
Nvidia Is Likely To Have A Time Correction Vs The Broader Market (Archive)
NVIDIA likely consolidates in a time correction while its broader uptrend persists.