Gitlab Has Potential But Needs To Prove It
Gitlab (GTLB) $23 I currently have a neutral rating on it, but that could turn on a dime because its valuation of 4x sales is
03/11/2026
Industry
Broadcom Delivers And Then Some
Broadcom (AVGO) flares up 6% to $336 Post Earnings Broadcom delivered an excellent forecast and convinced analysts that there was a strong market for its
03/05/2026
A Lot Riding On Broadcom’s Quarterly Earnings
Broadcom (AVGO) $317 All eyes on Broadcom’s earnings after hours today. Broadcom is the second largest AI GPU player in the industry with over $20Bn
03/04/2026
Roku – The Stock Is Too Rich For My Tase
Roku Inc (ROKU) $98 – Nothing compelling about the company Industry/Sector/Type – Streaming/connected TV Biggest catalyst for the stock – Cord cutting, for those who
03/02/2026
Figma Still Jamming
Figma (FIG) $26 is a cautious buy. Industry/Sector/Type – Software, SaaS/The industry going through massive re-rating Biggest catalysts for the stock – Positive: Product acceptance
02/24/2026
DoorDash (DASH): Q4 Earnings Confirm My Buy Call
DoorDash – (DASH) $180 post earnings as buyers flock to massive order guidance Two days back I had published an article reiterating a buy for
02/22/2026
Cadence Q4 Earnings Defies AI Threats To EDA
Cadence (CDNS) $300 up 7% post earnings. Holding. Cadence’s earnings mitigated and defied fears of AI disruption, as it beat on earnings, revenues and also
02/18/2026
Intuit Is Finally Available At A Reasonable Price
Intuit (INTU) $378 is looking more like a bargain Positives Strong, market leading products: Intuit (INTU) is a rock-solid company with strong fundamentals and sticky
02/17/2026
Uber Tech (UBER): Worth Buying At $60
Uber Tech (UBER) $69 I’ve always liked Uber but never got an opportune price to buy it. Given the fall from its 52 week high
02/17/2026
DoorDash (DASH): Reiterating Buy At This Price
DoorDash – (DASH) $160 Buy: I believe the sell off is overdone and the valuation is very attractive: I just published an article in Seeking
02/17/2026
