Tech

Nvidia Q2 FY25 Preview: Top Clients' Capex Spend Expectations Signal Caution (Archive)

Capex headwinds temper Nvidia’s stellar track record ahead of Q2 FY25 earnings reaction.

Broadcom: VMWare Is Driving An Upgrade In Business Quality (Archive)

VMWare’s software mix is structurally upgrading Broadcom’s margins, cash flows, and growth quality.

Celestica: Fundamentally Attractive But Priced Dearly (Archive)

Strong hyperscaler-driven growth meets rich valuations and cautious technicals for new buyers.

Super Micro Computer: Growth Is Great, Margin Pressure May Last A Bit Longer (Archive)

Supermicro’s rapid DLC-led growth is offset by volatile margins and bearish-leaning technicals.

Intel: Why A Turnaround Seems Unlikely (Archive)

Intel investors risk years of negative free cash flow and prolonged underperformance versus the S&P 500.

Palantir: I Was Wrong And Now I'm A Bull (Archive)

Palantir’s improving growth quality and structural margin expansion now justify a bullish stance.

Intel Continues To Lose To Competition (Archive)

Intel’s shrinking revenues, weak margins, and overvaluation reinforce my renewed Sell conviction.