Apple’s Innovation Engine is Stalling – And The Numbers Prove It
Key takeaways Upgrade cycles are slowing, putting pressure on hardware-driven growth China demand remains uncertain, even as production stays steady Valuation looks high…
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The Palantir Bubble is Set To Burst – Unless This Happens
Key takeaways Valuation is in bubble territory, demanding perfection in terms of results Government contracts provide stability but won’t drive the stock alone…
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Tesla Is Bleeding Margins. But Elon Has a $1 Trillion Plan
Key takeaways Tesla’s future depends on stabilizing auto margins as competition grows New bets in autonomy and robotics could help, but remain unproven…
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Is Nvidia the Next Trillion-Dollar Trap — or the Best Buy of the Decade?
Key takeaways Nvidia’s growth depends on sustained demand for AI infrastructure Data centre revenue now drives the bulk of earnings power Valuation leaves…
