Palantir: 3 Reasons To Buy (Archive)
Palantir’s accelerating U.S. commercial adoption and looming S&P 500 eligibility support upside.
Tech
Nvidia Corporation: Management Knows More Than You (Archive)
Neutral on Nvidia; waiting for a better entry as management prepares to cash in.
Microsoft Has A Headstart In The AI Boom (Archive)
Microsoft’s entrenched cloud and software ecosystem gives it a powerful AI compounding engine.
EPAM Systems: Out Of Its Depth (Archive)
EPAM is really struggling and out of its depth in today’s IT services environment.
Palantir's Forte Is Also Its Achilles' Heel (Archive)
Palantir’s high-ticket strength is also the fragile weakness in its business model.
Taiwan Semiconductor: Facing Order Cuts And Potential Pricing Pressures (Archive)
TSMC’s long-term AI upside is overshadowed by near-term demand and pricing headwinds.
Freshworks: On A Downward Spiral (Archive)
Freshworks is a mediocre SaaS player trapped in a worsening, unprofitable downward spiral.