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📝 Recent Posts
- GE Vernova (GEV) is said to be fully sold out by 2030, so why has the stock price dropped 231 TP 3 T from its peak?
- Vertiv (VRT) Financial Analysis: Down 371 TP from the peak, but the balance sheet favored the second half.
- Arista Networks (ANET) 800G Order Check: Deferred revenue is +691 TP3T, with two customers accounting for 421 TP3T of revenue.
- Coreweave (CRWV) Debt $51.6 Billion vs. Market Cap $45.8 Billion — I Took a Close Look at the Financial Statements
- Has ServiceNow really gotten cheaper due to the GPT-6 shock? I took a closer look at the 28x forward P/E.