Tech

Hewlett Packard: A New Margins-Boosting Revenue Driver For FY26 (Archive)

Juniper-boosted networking growth positions HPE for higher margins and renewed market outperformance.

Nvidia: Why Its Lead Over Competitors May Be As Short As One Year (Archive)

Nvidia’s rosy fundamentals face rising competitive pressure and slowing bullish momentum.

Navitas: Fundamentals Are Bearish But You Can't Fight Animal Spirits (Archive)

Balancing bearish fundamentals with exuberant technicals, I rate Navitas a cautious Hold.

Credo: I Sold This Way Too Soon (Archive)

Credo sits at the heart of surging AI data center networking demand.

TSMC: Unprecedented Growth Outlook For A Company Of This Scale (Archive)

TSMC’s AI-driven growth, expanding margins, and discounted valuation make it compelling today.

Advanced Micro Devices: What You Need To Know About The Deal With OpenAI (Archive)

AMD’s OpenAI mega deal offers huge upside but raises dilution, margin, and valuation risks.

Palantir: Why I Think It Can Still Go Up 9x (Archive)

Palantir can still be a 9x multibagger despite demanding growth expectations.