TSLA US - Hold - Rangebound Action Persists, Potential Breakout Ahead.
Stop thinking about FSD, Robotaxis or Optimus. Look at the cash generation and the balance sheet. HEY - WAKE UP AT THE BACK!!
Technology - Systems
One Stop Systems ( OSS ) Q1 FY12/26 Earnings Review
May Yet Become A Real Boy!
Understanding Datacenter Interconnect Stocks - An Operator’s Guide
Actual Expertise Featured In This Note
Vertiv (VRT) Q1 FY12/26 Earnings Review
Running Hot.
The Future Of War, Part Deux - One Stop Systems (OSS) Q4 FY12/25 Earnings Review
One Stop Systems, The Ruggedized Combat Leader
The Future Of War Is Drones - Ondas Holdings (ONDS) Q4 FY12/25 Earnings Review
Ondas Holdings, An Anduril Industries Proxy Stock
Drones, Counter-Drones, And Related Technology Investments
New Coverage - Drone Warfare
Dell Technologies (DELL) Q4 FY1/26 Earnings Review: One Gigantic Leap Forward
It’s The AI, Stupid
Rumors Of The Datacenter’s Death Are Much Exaggerated
Backlog. It’s All About The Backlog.
Vertiv Holdings (VRT) Q3 FY12/25 Earnings Review
Still Racking Up The Wins