Deep due diligence on wheel-worthy stocks
One living report per ticker: the long-term thesis, the wheel angle, a clear verdict — and dated updates every time the story changes.
Robinhood: platform momentum meets a demanding valuation
Robinhood has turned rapid customer-asset growth into real GAAP profit and a broader financial platform, but cyclical revenue, fresh financing and an earnings event make valuation discipline essential.
Amkor: record Q2 sharpens the AI packaging bet
Amkor delivered record second-quarter sales and materially better margins, while its U.S. expansion and strategic partnerships raise both the growth opportunity and the execution bar.
Palantir: exceptional growth meets an exceptional valuation
Palantir’s operating momentum is real, but the valuation leaves little room for execution or event risk ahead of its next earnings report.
Intel: product profit meets a foundry-sized valuation test
Intel's product businesses accelerated while foundry and corporate costs kept GAAP operating income negative. This report tests whether 18A execution and a sharp rerating leave enough margin for an assignment-minded investor.
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