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Why I'm Still Very Bullish Into AMD Earnings
Intel confirmed CPU demand exceeds supply, with Data Center revenue up 22% YoY to $5.1B. CPU-to-GPU ratios are shifting from 1:4–1:8 toward 1:1–1:2, s...
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Abbott Laboratories: Buying A Healthcare Giant On Sale
After reaching a cycle high of $141.23 per share in early March 2025, Abbott Laboratories closed at $92.48 as of April 23rd, the equivalent of a ~35% ...
ServiceNow: Post-Earnings Meltdown Is Well Overdone
ServiceNow has suffered an incredible >40% YTD decline, underperforming peers amid SaaS sector pessimism and valuation compressed to ~21x forward earn...
Selling The Furniture To Pay The Rent: The Unsustainable Reality Of Strategy, Inc. Preferred
The Cash Flow Chasm: The operating business doesn't even cover 30% of its obligations. The Liquidation Loop: To pay your dividend, MSTR must either is...
Why I've Stopped Buying REITs