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Tesla: The Cybercab Failure Is Worse Than You Think
Tesla, Inc. remains rated Sell, as the Cybercab event failed to deliver measurable progress, triggering regulatory scrutiny and disappointing investor...
Microsoft: Cheap After A 27% Rally As The AI Bear Case Cracks
Microsoft is still at least properly valued, if not discounted, after a 27% six-month rally and strong recent earnings. AI fears have largely cleared,...
Meta: AI Is Working, But The $279 Billion Bill Just Arrived
Meta Platforms earns a Buy rating at $648, with a 2029 valuation target of $920 based on normalized EPS of $46 and a 20x multiple. AI-driven advertisi...
Market Reset: A 6% Risk-Free Rate Could Mean A 15x P/E For The Market
I expect the equity market, including QQQ and SPY, to face valuation resets due to persistent inflation, rising deficits, and higher risk-free rates. ...
SK hynix Vs. Micron: The Memory Trade Isn't Done Rotating
SK hynix Inc. remains favored over Micron Technology, Inc. in the memory trade, with a compelling valuation gap and strong up-cycle positioning. The p...
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