Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
CoreWeave: 4 Warnings From Nvidia's Q1 FY 2026 Earnings
June 3, 2025, 7:38 p.m.
NIO Q1 2025 Earnings: Widening Losses Cast Doubt On Breakeven Ambitions
June 3, 2025, 4:02 p.m.
Alibaba Vs. PDD Holdings: There's Only One Winner In The Tariff Standoff
May 27, 2025, 4:47 p.m.
Do You Really Understand Huawei's Threat To Nvidia? (Rating Downgrade)
May 20, 2025, 8:01 p.m.
Luminar Q1 2025 Earnings: Austin Russell's Exit Shakes Outlook
May 15, 2025, 12:30 p.m.
Here's What The Latest China Trade Deal Means For Alibaba
May 12, 2025, 5:53 p.m.
AMD: Catalysts Align Ahead Of A 2025 Inflection Point
May 9, 2025, 6:49 p.m.
Super Micro Computer Q3 Earnings Review: Uninvestable Might Be An Understatement
May 7, 2025, 7:11 p.m.
Why Verizon's Q1 2025 Outperformance Is The Last Hurrah
April 22, 2025, 3:56 p.m.
Intel: The Surprise Loser In The Tariff Fallout You Didn't Know About
April 17, 2025, 7:22 p.m.
Investors Are Missing The Point: Apple's Fundamentals Are Cracking
April 17, 2025, 5:56 p.m.
TSMC Q1 2025 Earnings Silence Tariff Doubts
April 17, 2025, 1:26 p.m.
Delisting Deja Vu: Tariffs Are Putting Alibaba's Valuation At Risk Again
April 14, 2025, 8:41 p.m.
Microsoft: A Defensive Fortress In The Tariff Storm
April 14, 2025, 5:18 p.m.
Nvidia: The Dip We're Backing With Conviction (Rating Upgrade)
April 10, 2025, 1:13 p.m.
Tesla Is Our Highest Conviction Long In The Tariff Fallout (Rating Upgrade)
April 8, 2025, 2:54 p.m.
Tariffs, Dilution, And Decline: The Bear Case For PDD Holdings
April 4, 2025, 2:45 p.m.
Super Micro: Be Cautious Of Overextending Your Welcome In Post-Filing Value Trap
Feb. 26, 2025, 5:41 p.m.
Is Alibaba Still A Buy After The Fiscal Q3 2025 Earnings Rally?
Feb. 20, 2025, 5:58 p.m.
Super Micro Computer Q2 Earnings: Differentiating Facts From Distraction
Feb. 12, 2025, 8:15 p.m.
Palantir Q4 2024 Earnings: Look Beyond The Multiples And AIP
Feb. 5, 2025, 12:03 p.m.
Meta Platforms Vs. Microsoft: The DeepSeek And Agentic AI Showdown
Jan. 31, 2025, 1:59 p.m.
Is AT&T Or Verizon The Better Dividend Stock After Outperforming Q4 2024 Earnings?
Jan. 28, 2025, 4:48 a.m.
TSMC's Q4 2024 Earnings Outperformance: 3 Reasons To Buy Here
Jan. 16, 2025, 2:15 p.m.
NIO's Q4 Delivery Outperformance Supports A 2025 Turnaround
Jan. 2, 2025, 3:51 p.m.