Tech

Nova: Riding A Trillion‑Dollar Fab Capex Wave

Niche Metrology Leader With Outsized Upside In The WFE Supercycle

AMD: The Market Is Still Underpricing Its AI CPU Super Cycle (Archive, Full Access)

AMD’s agentic-AI-driven server CPU and GPU surge is still mispriced by markets.

Nvidia Looks Undervalued, But That Doesn't Make Me More Bullish (Archive)

Undervalued juggernaut facing emerging margin and custom-chip headwinds despite explosive growth.

Adobe: I'm Not Expecting Much In Q2 And Beyond (Archive)

AI cannibalization and slowing earnings growth cap upside despite a cheap headline valuation multiple.

Oracle: Risks To Watch For In Q4 And Beyond (Archive)

Oracle’s OpenAI‑heavy backlog and aggressive AI capex create long‑dated, uncertain returns.

Credo: Optics Ramp, Margin Upside And Bullish Charts Point To More Upside (Archive)

Credo’s optics ramp, margin expansion, and technicals still justify a bullish buy rating.

Alphabet Is Managing AI Capex Well And Seems Highly Underrated (Archive)

Alphabet’s aggressive AI capex and equity raise are mispriced, leaving shares clearly undervalued.