Tech

Why NVIDIA Is Not Yet In Its Hype Cycle (Archive)

NVIDIA is growing in multiples, margins are soaring, and valuations still avoid true hype.

Super Micro Computer: The Time Correction Is Not Yet Over (Archive)

SMCI’s stellar AI-driven growth persists, but margins, ROICs, and valuation temper conviction.

Palantir: Insider Sales And High Valuations Vs. Strong Operational Performance (Archive)

Palantir’s strong execution contrasts with heavy insider selling and stretched valuations.

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.