Tech

Credo: Fantastic Growth Drivers Ahead Make This A Buy (Archive)

CRDO levered to AI data centers, expanding beyond its flagship product of active electrical cables with underpriced growth and valuation tailwinds.

CrowdStrike And The AI Agents Cyber Threat (Archive)

AI agents erode CrowdStrike’s moat as growth, valuation and technicals all turn bearish.

Micron Says Go Big Or Go Home As It Ramps Up Capex Far More Than Peers (Archive, Full Access)

Micron’s AI memory bonanza is compelling, but aggressive capex keeps the rating at Hold.

Palantir: This Selloff Is A Gift (Archive, Full Access)

Palantir’s Maven AI win, hiring surge, and scalable ontology make this PLTR pullback compelling.

Dell: Why It's Not A Buy Despite A $43 Billion AI Backlog (Archive, Full Access)

Explosive AI demand meets fair valuation and looming PC and margin headwinds.

Nvidia's Customers Are Quietly Building Alternatives (Archive, Full Access)

Nvidia’s trillion‑dollar AI pipeline offsets rising customer insourcing and near‑term technical downside.

An AI Packaging Play Via A Discounted Israeli Holdco

Discounted Israeli holdco with AI packaging tailwinds, with value-unlock catalysts from an upcoming IPO.