Western Digital: Cyclical Value With Huge Merger Potential

CrowdStrike: Solid Growth With An AI Data Advantage

Block: Bitcoin Bounce And Outstanding Execution

UiPath: The AI Play Nobody Is Talking About

Seagate: Cloud Storage King With Cyclical Value

Nvidia: Quantifying The AI Exuberance

Alibaba: Deep Value With IPOs Ready To Launch

Dana: Backbone Of The EV Industry Is Severely Mispriced

MercadoLibre: Ecommerce Is Booming And Fintech Is Thriving

Zillow: Q1 Signals A Turnaround Post Recession

Microsoft: Azure Cloud Poised To Surpass AWS

Palantir: Super Q1 Earnings With Strong AI Defense Tailwinds (Rating Upgrade)

Spotify: Missed A Beat At Earnings But Deeply Undervalued

Meta Platforms: The King Is Back With A Double Earnings Beat

Amazon: Solid Q1 And It's Still Day One For The Cloud

Tesla: Q1 Margin Squeeze, But Self-Driving Adds Huge Upside Potential

Google: Double Earnings Beat And Undervalued Intrinsically

Breaking Up Is Good To Do: Why Meta Platforms Should Spin Off Instagram

Tesla: Record Q1 Delivery Numbers And Undervalued Intrinsically

Amazon Should Spin Off AWS, Here's Why

Block: Separating Fact From Fiction In The Short Seller Report

Alibaba: Sum Of The Parts Valuation Reveals Potentially Strong Upside