Business development companies offer high yields but carry significant, often misunderstood risks. Read more about the headwinds for BDCs in falling interest rate environments. Analyst’s Disclosure: I...
Seagate trades well above peers, despite its commoditized HDD business and limited ability to deliver upside surprises. Read why STX stock is a sell. Analyst’s Disclosure: I/we have no stock, option o...
Tesla, Inc. is rated Buy as it pivots from a struggling car business to robotics and autonomy, marking a strategic renaissance. Read more on TSLA stock here. Analyst’s Disclosure: I/we have no stock, ...
Intuit and other software leaders have suffered sharp re-ratings. Read why I focus on companies with durable business models and wide moats. Analyst’s Disclosure: I/we have a beneficial long position ...
Microsoft remains a high-quality business, but AI-driven change is pressuring parts of the model. Find out why MSFT stock is downgraded to hold. Analyst’s Disclosure: I/we have a beneficial long posit...
Microsoft remains a high-quality business, but AI-driven change is pressuring parts of the model. Find out why MSFT stock is downgraded to hold. Analyst’s Disclosure: I/we have a beneficial long posit...
Cut Amazon.com, Inc. exposure: risk/reward worsens as $200B capex, falling FCF, weak Q1 profit guide and 33x P/E stretch valuation. Click for this AMZN update. Analyst’s Disclosure: I/we have a benefi...
In recent years, software and the broader technology sector (XLK) have led the bull market.However, recently, markets have begun to quietly rotate away from… Analyst’s Disclosure: I/we have a be...
Aletheia Capital analyst maintained a Buy rating on Xiaomi yesterday. The company’s shares closed yesterday at HK$33.96.Claim 50% Off TipRanks … Aletheia Capital analyst maintained a Buy rating ...
Credo Technology Group Holding Ltd’s outlook is bearish as optical interconnects threaten AEC demand. Click for an updated look at CRDO and why I’m downgrading it. Analyst’s Disclosure: I/...
