Tech

ASML: An Indirect But Very Real Beneficiary Of The AI Memory Supercycle (Archive)

ASML is poised to ride an AI-fueled DRAM supercycle and High‑NA EUV ramp.

Advanced Micro Devices: AI Breakout Or Just Hype Around MI450 And Helios? (Archive)

AMD’s AI surge hinges on MI450 and Helios, but valuation and margins cap upside.

Applied Digital: Why A $1.5 Billion NOI Dream May Enrich Lenders More Than Shareholders (Archive)

$1.5 billion NOI dream risks enriching lenders more than common shareholders.

AppLovin May Be Facing Diminishing Marginal Returns (Archive)

Mixed adoption signals, slowing optimization gains, and frothy valuation temper my APP enthusiasm.

TSMC Is Relentlessly Getting Stronger, And The Market Is Mispricing It (Archive)

TSMC’s accelerating dominance and mispricing create a picture-perfect, high-conviction 2026 buy.

Credo: Hold On To This Winner But Don't Buy More Now (Archive)

Credo’s blockbuster AEC boom is lifting growth, but margins and AMZN capex risk loom.

This Is How You Value Palantir (Archive)

Palantir must sustain exceptional AIP-driven growth and margins to justify today’s demanding valuation.