Tech

Dell: Why It's Not A Buy Despite A $43 Billion AI Backlog (Archive, Full Access)

Explosive AI demand meets fair valuation and looming PC and margin headwinds.

Nvidia's Customers Are Quietly Building Alternatives (Archive, Full Access)

Nvidia’s trillion‑dollar AI pipeline offsets rising customer insourcing and near‑term technical downside.

An AI Packaging Play Via A Discounted Israeli Holdco

Discounted Israeli holdco with AI packaging tailwinds, with value-unlock catalysts from an upcoming IPO.

China’s AI Infrastructure Play Riding Railways, Power Grids and Airports

AI-powered infrastructure inspections across railways, energy grids, and emerging airport docking systems.

AMD: Why I'm Slapping A Strong Sell On This Market Darling (Archive, Full Access)

AMD’s overhyped AI story masks decelerating growth, margin risk, and rich valuation.

Palantir Is Challenging The Enterprise Software And IT Services Industries (Archive)

Palantir is redefining enterprise software and IT services with unprecedented, margin-accretive growth.

ASML's AI Supercycle Orders Just Doubled Street Expectations (Archive)

ASML’s AI-driven EUV supercycle is accelerating orders, margins, and shareholder returns.