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Nov 8, 2026
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8 min read
Golden Nest!
Apr 28, 2026
GE Vernova's prospects.
Sep 13, 2025
Tyson Foods and a little ABS talk.
Aug 30, 2025
4 min read
AXON - Highflyer or Pretender?
Jun 9, 2025
3 min read
Is CROX a turnaround candidate?
Mar 15, 2025
Analyzing banks quickly irrespective of asset mix.
Jan 15, 2025
Pinduoduo Holdings looks cheap on the surface. Is it?
Oct 30, 2026
"The Nuts"? Possibly.
Oct 20, 2026
And 80% of you never left.
Oct 18, 2026
11 min read
The Oct 8 SMH short and a relook at CVNA.
Oct 8, 2026
6 min read
History of cartels, quality of earnings, and recent developments.
Sep 27, 2026
5 min read
A long term model portfolio.
Sep 22, 2026
7 min read
A variant perception.
Sep 17, 2026
Reviewing and building upon the 2024 article.
Aug 30, 2026
SaaS and Nvidia.
Aug 8, 2026
10 min read
A Variant Perception Analysis.
Jul 27, 2026
Hyperscalers' net income is set to fall. Risks are brewing in subprime land.
Jul 14, 2026
14 min read
Beneficiaries of the $1.5 trillion defense budget and US Space Force mordernization.
Jun 29, 2026
15 min read
AI and Macro Developments.
Jun 14, 2026
12 min read
How AI is impacting IT Consulting and recent AI ecosystem updates.
Jun 1, 2026
23 min read
Recent developments. And are GPUs sitting in warehouses?
May 18, 2026
A major strategic pivot acting as a overhang, giving investors an opportunity.
May 13, 2026
New tailwinds.
May 4, 2026
Hyperscalers' earnings quality deteriorates as CAPEX goes parabolic.
Apr 19, 2026
A Dream Far Away.
