Both Sides

A Bull Call and a Bear Call on the same company. Let's see how each one plays out.

NVIDIA Corp.

The compute buildout is a decade, not a cycle

Priced for perfection into a digestion year

Tesla Inc.

Energy + autonomy is the mispriced second act

Auto margins are the story, and the story is compressing

Palantir Technologies

AIP is turning a services company into a platform

Extraordinary company, impossible valuation

Apple Inc.

Services is the quiet compounder the tape ignores

A hardware-cycle stock priced like a software one