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Julian Lin

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Salesforce: An Evaluation Amidst The Tech Bubble

Jan. 20, 2025, 11:46 a.m.

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Okta: Mind The GAAP

Jan. 15, 2025, 7:20 p.m.

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Snowflake: Investors Love Tech Stocks Again, But Winter Is Coming (Downgrade)

Jan. 14, 2025, 8:35 p.m.

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Shopify: Outperforming Even My Most Bullish Expectations

Jan. 13, 2025, 9:11 p.m.

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Snap Has Been Left Behind

Jan. 9, 2025, 5:33 p.m.

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Block: Top Pick For 2025

Jan. 8, 2025, 1:15 p.m.

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CrowdStrike: The Price Of Perfection

Jan. 6, 2025, 2:43 p.m.

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Upstart: Fade The Meme Rally

Jan. 5, 2025, 12:49 p.m.

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Zscaler: The Next Long-Term Winner In Cybersecurity

Jan. 3, 2025, 12:33 a.m.

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Amazon: A Surprising Beneficiary Of A Trump Presidency

Jan. 2, 2025, 9:43 p.m.

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Meta Platforms Is One Of My Top Picks For 2025

Jan. 2, 2025, 3 p.m.

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Microsoft: One Of The Few Buying Opportunities Amidst Tech Euphoria

Jan. 1, 2025, 1:36 p.m.

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Apple: Why I Sold The Generative AI Hype (Rating Downgrade)

Dec. 31, 2024, 6:34 p.m.

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Enterprise Products Partners: Surprising Beneficiary Of The New Political Landscape

Dec. 30, 2024, 10:18 p.m.

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PayPal: At The Risk Of Being Disrupted (Rating Downgrade)

Dec. 30, 2024, 6:12 p.m.

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Enphase: Top Contrarian Pick With Blood In The Streets

Dec. 29, 2024, 2:21 p.m.

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Robinhood: The Memes Are Back, And That's My Cue To Leave (Rating Downgrade)

Dec. 29, 2024, 7:13 a.m.

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ServiceNow: Exercise Caution As The 2021 Tech Bubble Is Back

Dec. 26, 2024, 9:56 a.m.

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Palantir: This Is Even Worse Than The 2021 Bubble

Dec. 24, 2024, 5:14 p.m.

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2025 Analyst Outlook: Julian Lin On Investing Amidst The Tech Bubble

Dec. 17, 2024, 2:30 p.m.

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Google: I Can No Longer Ignore Secular Risks (Ratings Downgrade)

Dec. 16, 2024, 9:46 a.m.

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Pinterest Is A Strong Buy With GAAP Inflection Around The Corner

Dec. 10, 2024, 11:12 p.m.

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Affirm: Re-Evaluating The Stock Amidst Top Execution And Overheated Market

Dec. 8, 2024, 12:24 p.m.

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Asana Stock Becomes An AI Play (Ratings Downgrade)

Dec. 7, 2024, 11:34 a.m.

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Rubrik Is Soaring, But It Is Time For Caution (Ratings Downgrade)

Dec. 6, 2024, 5:58 p.m.

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