Valuation
+4
Oct 1, 2026
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3 min read
Revenue up 256%, operating margin at 76%, P/CF ratio of 6.8. Micron delivered again. Why I still see MU stock as a trade, not an investment.
Networking
Sep 11, 2026
HPE is up 130% this year. After a Goldman Sachs conference packed with AI talk, I'm more convinced than ever the valuation still has room to run.
Jul 31, 2026
2 min read
Microsoft posts record numbers and the stock reclaims its 200-day line. Still, there's an elephant in the room for me that turns the valuation into a risk. Why I'm not buying.
Jul 10, 2026
From servers to AI infrastructure, Hewlett Packard Enterprise is hitting several structural growth trends at once. Why I just built a position.
Growth Stocks
+5
Jul 3, 2026
Five customers generate 90% of revenue, and the P/E sits above 90 based on 2028 estimates. The best NASDAQ-100 stock of recent months has a profile few people question. I did.
