Tech

Broadcom Q2: Undervalued After The Post-Earnings Selloff (Archive)

There's AI capex scrutiny and margin pressure, but valuation discount supports patient holders.

Palo Alto Networks: Why It's Worth Buying Before June 2 (Archive)

PANW looks good before Q3 earnings to capture strong growth despite demanding valuation backdrop.

ServiceNow: It Still Looks Too Expensive (Archive)

ServiceNow’s rich valuation, Armis overpayment, and flat SBC keep risk‑reward unappealing.

Dell: A Detailed Look At Its Q1 Results (Archive, Full Access)

AI server boom, easing memory costs, and PC refresh make Dell's upside compelling.

I Was Dead Wrong On CrowdStrike And AI But Now I'm Buying In (Archive)

Revised AI view, stronger Falcon economics, and bullish charts justify buying richly valued CrowdStrike.

Nebius: Riding Powerful Demand Volume And Pricing Tailwinds (Archive)

Nebius leverages sold-out AI compute and rising GPU rentals to drive outsized revenue growth.

Lumentum: Purchase Obligations Are Exploding And Here's Why That Matters (Archive)

Exploding purchase obligations, tight laser supply, and Nvidia capital drive Lumentum’s upside runway.