Tech

Celestica: 4 Reasons To Keep Buying More (Archive)

Celestica’s hyperscaler-fueled surge is driving accelerating growth, rising margins, and a relentless uptrend.

Microsoft: Why I Think It Is Poised To Beat Wall St.'s Margin Estimates (Archive)

Copilot tailwinds and job cuts could drive stronger margins and upside surprise for Microsoft.

TSMC: Hot AI Demand Meets Capacity Crunch And Margin Erosion - Time To Take Profits? (Archive)

TSMC’s blazing AI growth meets capacity limits, FX pressure and shrinking valuation upside.

Intel Q2 Preview: Why I Expect More Pain, Offsetting All Gains (Archive)

Intel’s turnaround hopes face weakening growth, rising competition, and still-elevated valuations.

Micron: I Missed The Boat, And It Seems Too Far To Catch Up (Archive)

Micron’s HBM-led surge looks powerful, but rich valuations keep me sidelined for now.

ASML Bulls Beware: The Data Points To Prolonged Weakness Ahead (Archive)

ASML’s flat 2026 growth visibility, weak demand mix, and rich valuation signal underperformance.

Why Nvidia Still Outshines AMD (Archive)

Nvidia remains the superior AI winner on growth, valuation and trend versus AMD.