Tech

Palantir: A Golden Opportunity To Accumulate More Shares (Archive)

Strong US demand, AIP-driven growth, and raised guidance amid consolidation.

Celestica: Hyperscaler Capex May Cool, But Revenue Momentum Still Looks Explosive (Archive)

Celestica rides explosive AI-driven hyperscaler demand, but massive capex compresses near-term free cash flow.

Microsoft: Reasons To Be Concerned About Capex ROI (Archive, Full Access)

Microsoft’s surging AI capex erodes margins without delivering clearly superior growth or returns.

Sandisk's NAND Supercycle: Why I'm Calling For A Strong Buy Before Q3 Earnings (Archive)

NAND shortage and AI demand drive prices, margins, and cash flow higher.

Nebius Q1 Preview: The Market Is Saying This Is An Outlier Among Outliers (Archive)

Nebius is chasing massive AI megadeals but must clear a daunting funding and execution hurdle.

Amazon Q1 Preview: Watch The Capex And EBIT Margins Print (Archive)

Amazon’s massive capex ramp, AI chips, and breakout chart clash with stretched valuation.

Lumentum: A Hidden Liquidity Risk Buried In The Footnotes (Archive)

Lumentum’s AI‑driven optics tailwinds are offset by a looming convertible‑debt liquidity overhang.