Deep due diligence on wheel-worthy stocks
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CoreWeave: Demand visibility meets a demanding capital structure
An evidence-led review of CoreWeave’s AI infrastructure demand, capital intensity, concentration, valuation range and wheel suitability.
Credo: Fast interconnect growth meets a full valuation
An evidence-led review of Credo’s AI-connectivity growth, customer concentration, acquisition strategy, valuation sensitivity and wheel suitability.
Palantir: exceptional growth meets an exceptional valuation
Palantir’s Q2 2026 growth and cash conversion cleared an important operating test, but the post-earnings valuation still leaves little room for execution risk.
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.
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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