Bloom Energy: Why I'm More Bullish Than Wall Street (Archive)
Bloom Energy is positioned to benefit from surging AI data center power demand through 2030.
5-Minute Pitches
Nebius Stock Is Actually Cheap (Archive, Full Access)
Nebius signs billion-dollar AI-cloud deals with premium pricing and heavy customer prepayments.
Hercules Capital: Why It Deserves A Premium To NAV Valuation (Archive)
Hercules Capital deserves a premium to NAV due to superior returns, low costs, and strong biotech exposure.
Lumentum: Speed Is Everything (Archive, Full Access)
Lumentum’s 1.6T lead and optical-switch backlog support earnings upside despite rich valuation.