The Full Ledger

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Page 79

Palantir’s Investment Case is Very Simple Now

Palantir's multiple looks stretched on every traditional measure, yet the earnings math is quietly doing something that could make the valuation argument obsolete before most investors notice it.

Alex Sirois · 1 week ago

Micron Trades Hands at $927: Here’s What You Should Do

Micron posted a blowout quarter, locked in $100 billion in committed revenue contracts, and then watched its stock slide anyway. Before you buy into a company sitting at the center of the AI memory…

Alex Sirois · 1 week ago

3 Semiconductor Stocks to Buy Before AI Demand Explodes in September

AI infrastructure spending keeps accelerating. Hyperscalers keep pulling forward orders for custom accelerators, high-bandwidth memory, and high-speed networking silicon, and the three semiconductor names below all delivered raised guidance in their most recent earnings…

Joel South · 1 week ago