Apple (AAPL): Fortress on Fumes
$100B in free cash flow. 8% growth. 36× earnings. The math doesn't math.
Palantir: The Cult Stock That Forgot It’s Not a Religion
The fundamentals scream brilliance. The price screams mania.
$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.
AMD: The GPU Revolution Everyone's Missing
While markets focus on AMD's CPU gains, they're missing the GPU revolution. With Nvidia's RTX cards literally melting and crashing, AMD's stable $599 alternative creates a rare 12-18% upside opportunity.