Tech

Rigetti Computing: Here's What Needs To Happen For Its Valuation To Make Sense (Archive)

Balancing speculative quantum hype against fragile fundamentals and dilution-driven valuation math.

Intel: I Got This Wrong But Here's Why I'm Still Not Buying Yet (Archive)

Intel’s lifeline is secured funding, but chronic execution risks still restrain genuine upside.

IonQ: Turning Bullish After A Disastrous Bear Call (Archive)

FOMO-driven IonQ bet: cautious optimism on M&A growth, valuation, liquidity and momentum tailwinds.

Nvidia: Top 5 Reasons To Keep Buying (Archive)

Nvidia accelerates annual AI chip launches to power mega-growth themes in agentic, industrial AI.

Soundhound AI: Growth Is Great, But Here's Why It Doesn't Deserve A Buy (Archive)

Explosive Voice AI growth, but cash burn, SBC and rich valuation cap shareholder upside.

Intel's CEO Is Overwhelmed With Problems On All Fronts (Archive)

Intel’s strategic missteps and mounting headwinds threaten a sustained erosion in competitiveness.

Palantir: Top 3 Reasons To Buy Before Q2 Earnings (Archive)

Palantir’s ecosystem surges as a $10B Army deal powers high-growth, high-risk momentum.