Tech

AMD: Why I'm Going From Very Bearish To Confidently Bullish (Archive)

AMD’s AI megadeals, MI355X leap, and agentic CPU boom now justify a strong buy.

Nvidia: Trading At A Rare Discount Just As Its Next AI Supercycle Kicks Off (Archive, Full Access)

Nvidia’s rare valuation discount collides with powerful AI-driven growth and technical momentum.

POET Technologies Has Consistently Chased Hype With Minimal Sales To Show For It (Archive, Full Access)

POET keeps chasing hot themes without delivering meaningful commercialization, revenues, or shareholder value.

Credo: The Market Hasn't Fully Priced In The DustPhotonics Deal's Implications (Archive, Full Access)

DustPhotonics deal supercharges Credo’s optics growth, margins, and still-undervalued stock.

ServiceNow Q1 Preview: The Earnings Growth It Needs Is Too High To Justify A Buy (Archive)

AI disruption, healthy growth, and a demanding valuation hurdle shape my cautious ServiceNow view.

STMicroelectronics: AWS Photonics Deal Meets Auto‑Industrial Rebound

STMicroelectronics is set to ride AWS photonics demand and an auto‑industrial upturn.

AppLovin: Some KPIs Could Be Better, But A Low Valuation Makes It A Buy (Archive)

Undervalued AppLovin with improving ad KPIs and supportive technicals offers asymmetric upside.