Palo Alto Networks Beat Earnings Expectation but Cash Flow Multiples Suggest Shares are Fully Priced

Reasonable Multiples Make Qualcomm Attractive

Will Intel Sink or Swim?

Meta's Delivers Another Strong Quarter But Guidance Suggests Slower Earnings Growth

Amazon Looks Cheap After Earnings.

Are You Going to Buy The iPhone 16? Apple Sure Hopes You Do.

Microsoft Earnings Show Steady Scalable Growth for a $3 trillion Company

Improving Results from AMD but it's no Nvidia.

Alphabet Strong Earnings But Investors Still Not Happy

Restructuring Charge Hits Tesla's Bottom Line But Other Segments Making Money

Crowdstrike has a bright future just not at these prices.

Netflix and Chill is Real Says Their Q2 Earnings Report

Taiwan Semi Q2 Results Affirm The Demand For AI Chips

Cyberattacks and Brasilian Write-off Don't Deter UnitedHealth Group Investors

Delta Airlines Made 400 Round Trips to the Sun in Mileage but Investors Weren't Happy.

Pepsi Q2 Earnings Show Weakness in US But Other Segments are Picking Up The Slack.

Semiconductor Industry Comparable Companies Analysis Shows Its Overvalued Among Other Things.

Micron Tech has emerged from the wilderness but we think it's over-priced.

Arm Holdings Too Expensive at these Levels though future is promising.

Adobe had another record quarter on uptake in AI but FTC and new TOS might hurt future earnings.

Intel missing AI boom but foundry investments suggesting that may change.

Broadcom seeing value from VMware though Margins are contracting.

AI Driving HPE Q2 Earnings but growing inventory and shrinking margins may stunt that.

Dell's gross margin was down 10% but a tax credit made EPS better than they should have been.

Salesforce with $10 billion in FCF and 76% Gross Margins we still think it's over valued.

Qualcomm price is powered by AI possibilities rather than fundamental realities.

Home Depot Q1 2024 earnings show an economy struggling to expand.

Walmart Q1 earnings exceeded expectations with consumers buying more at stable prices.

Nvidia's earnings didn't disappoint but guidance suggests slow down

AMD Q1 2024 earnings aren't not even in the same league as Nvidia

Cisco Q3 2024 Beating Expectations but Still struggling to grow.

Tesla struggling with car margins but other segments growing show in Q1 2024 earnings.

Strong gross margin boost Alphabet's earnings for Q1 2024

Apple's Q2 Earnings Show a $3Trillion Company Struggling to Grow

Amazon's growing margins Q12024 outside of shopping.

Schlumberger Q1 2024 Earnings Weren't Stellar But The Company Continues to Grow

Caterpillar FY2023 Shows Improved Costs and Margins but FY2024 Sees Flat Revenue. Buy or Sell?

Oracle Weighed Down by Debt as Cloud Business Grows by 6%.

VMware Hurts Broadcom Fundamentals in Q1 2024 Report.

DELL FY 2024 Financial Analysis. Share price justified or riding the AI hype?

HPE Q1 2024 Financial Analysis. Margin growth and EV Multiples make HPE a BUY.

Apple Q1 2024 Financial Analysis. Have we reached PEAK APPLE?

NVIDIA 2024 FY Results. Q1 2025 Points to Slowdown. Is NVIDIA a Sell?

Meta's Full Year 2023 show improved margins and user growth. Buy at these levels?

Amazon's Full Year 2023 Earnings Report and Analysis. Will they pay a DIVIDEND soon?

Did Microsoft Front Load Revenue in Q2 2024 Earnings?

Alphabet Record Revenue Amid Slowing Growth. Buy at these levels?

Tesla Reports FY2023 Record Revenue and Net Income But Sells Off?

Intel still struggling to grow the business.

Texas Instruments FY 2023 not good but investing for the future.

3M Full Year 2023 Results Not So Good. Buying or Selling?

Schlumberger 2023 Earning Report, Analysis and Highlights. Buy or Sell?

Alcoa Struggling With Profitability. Long-term Hold or Sell?

UnitedHealth Group Full Year 2023 Fundamental Analysis. Buy or Sell?

Delta Airlines Full Year 2023 Earnings Analysis. Is it a buy?

Walgreens Boots Alliance Q1 2024 inline but not so great.

Broadcom FY 2024 Earnings Analysis and Valuations

Marvel Technology Q3 2024 Earnings and Analysis

Applied Materials FY 2023 Earnings Analysis and Valutations

Hewlett Packard Q4 20023 Earnings Analysis