05
Nov
Palantir: The Cult Stock That Forgot It’s Not a Religion
The fundamentals scream brilliance. The price screams mania.
4 min read
Market Analysis
09
Oct
$NVDA: Hold — AI Powerhouse, But Perfection Is Already Priced In
NVIDIA’s still the AI powerhouse — but perfection is already priced in. Record revenue and elite margins can’t defy gravity forever. Here’s why I’m holding, not chasing.
3 min read
07
Oct
Tesla, Inc. (NASDAQ: TSLA): Priced for Perfection, Delivering Automaker Economics
Tesla is still the world’s most exciting car company. But at $440 a share, investors aren’t buying cars—they’re buying science fiction.
8 min read
04
Oct
$JNJ: Dividend King or Lawsuit Trap?
JNJ isn’t broken.
But at $188, you’re paying growth multiples for a dividend stock with unlimited liability.
That’s not prudent — that’s hopeful.
2 min read