Long-Term Pick

Long-Term Pick

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Sitemap - 2025 - Long-Term Pick

AMD: Path Towards 57% Of Gross Margin

The Stargate Project: Everything You Need To Know

Synopsys: High-Growth Play in Chip Design and Verification

Updated Valuations: AMAT, XYZ, FSLR, NVDA, and CRM

LTP Notes 013: Apple Needs a New Product, AWS is Losing Market Share, Tobacco is Profitable, and Others

ResMed: Medical Devices For Sleep Apnea By Leading Company

Updated Valuations: FTNT, PINS, MKTX, MPWR, and MEDP

Updated Valuations: IDXX, GOOGL, MRK, NVO, and MOH

NVIDIA: World Leader in AI Computing Still Below Fair Price

Updated Valuations: TSM, LVMH, LRCX, V, and ASML

Overview: MKTX, GOOGL, MEDP, XYZ, and FSLR

Overview: IDXX, MRK, MOH, NVO, PINS, and FTNT

Monolithic Power Systems: Key Semiconductor Supplier Poised for Growth Across Diverse Markets

The Importance of Smart Capital Allocation

Overview: TSMC, LVMH, LRCX, V, and ASML

What Destroys Shareholder Returns

Adobe: Volatile But Reliable And Undervalued By 20%

LTP Notes 012: Importance Of Population, Data Centers’ Energy Appetite, Uranium Mining Comes Back To Texas, and Others

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