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Continue reading →: AMD’s AI Data Center Strategy Is Working: And It’s Still Trading Like a Legacy Chip StockAfter its 1Q25 earnings, it’s clear AMD isn’t just building fast chips anymore, it’s morphing into a full-stack AI compute platform company. The pieces are clicking into place: a credible multi-year roadmap, solid execution across silicon and systems, and growing traction in real AI infrastructure deployments. What makes this even…
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Continue reading →: Powering AMD’s Growth in 2025: Key Technology Drivers Behind Its AI and Data Center SurgeTo really understand what’s driving AMD’s recent momentum — and what could keep pushing it through 2025 — you have to look at a few key technical breakthroughs. Not every innovation moves the needle. What matters are the ones that either boost product competitiveness in fast-growing markets (especially AI and…
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Continue reading →: Roku Q1 2025 Earnings: Growth Slows, But Monetization and Margins ImproveTakeaways from the Roku’s 1Q25 earnings release Source: Author’s summary Yes, Roku’s revenue and EBITDA growth slowed in Q1 2025 — and it’s not just a seasonal blip. Revenue rose 15.8% year-over-year, down from 22.0% in Q4. EBITDA growth also decelerated, landing at 36.9% compared to 62.5% the previous quarter.…
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Continue reading →: Inside Zscaler’s Zero Trust Revolution: How It’s Quietly Replacing Firewalls WorldwideZscaler is Leading a Multi-Year Infrastructure Replacement Cycle For a long time, corporate security was built around firewalls, VPNs, MPLS networks, SD-WAN appliances, and branch routers. These systems are expensive to keep up—between hardware maintenance, software licenses, and constant upgrades—and they create headaches for remote and cloud-based users by slowing…
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Continue reading →: QuantumScape’s Bold Vision to Lead the Next Generation of Energy Storage SolutionsQuantumScape CEO’s Vision: Redefining the Future of Energy Storage QuantumScape’s CEO has laid out a clear direction for where the company’s headed, with a strong focus on long-term growth and how they plan to carve out their place in the energy storage world. At the heart of this plan is…
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Continue reading →: QuantumScape Stock Outlook 2025: Why Its Licensing Model Could Triple Its ValuationQuantumScape’s starting to look pretty interesting as an investment, especially now that they’re shifting toward a lighter, more flexible business model, as I have covered before. Instead of pouring tons of cash into manufacturing, they’re leaning on licensing their tech—thanks in large part to their deal with Volkswagen’s PowerCo. That…
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Continue reading →: Snowflake’s Investement Theses: From Cloud Data Platform to Enterprise AI PowerhouseMy recent piece on Snowflake has made me redefine the company’s investment thesis. Below are the best five investment narratives for the stock. Snowflake Is Becoming the Core Platform for Enterprise AI Snowflake has come a long way from being just a cloud data platform—it’s steadily evolving into something much…
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Continue reading →: Snowflake Stock Analysis 2025: Growth, AI Monetization, and What’s Next
Snowflake’s (SNOW) not just a data warehouse anymore. It’s grown into something much more powerful—kind of like the control center for how businesses handle data and AI. The platform now covers a lot: engineering, sharing, app development, even AI workflows. And with integrations from heavy hitters like OpenAI and Anthropic,…
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Continue reading →: Roku Is Not a Hardware Company—It’s a Mispriced Ad Tech PlatformRoku’s built a strong position in the connected TV space, and it’s not just about having a big user base—it’s the combination of reach, data, and direct distribution that gives it real staying power. But despite all that, the market still seems to lump Roku in with hardware makers or…
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Continue reading →: Deep Dive Into Amazon’s 2024 Shareholder LetterAmazon (AMZN) just released its Shareholder Letter. The main investment thesis remains: expand markets and then work on expanding margins. The results have been very positive, as we can see in the next section, but it is more important to understand how this will work for the future now that…
Hi Fren,
Pepe Maltese
I used to trade inside the machine. Now I just raid it.
I publish two high-conviction setups daily — one momentum, one turnaround — filtered through tape structure, volume shifts, and misaligned narratives.
Some of these turn into full trades. A few evolve into deeper stories. The rest get cut.
This isn’t education. This is intelligence.
I don’t run ads. I don’t sell dreams. I track price, watch structure, and call bullshit when the story breaks.
Follow the setups. Fade the noise. Stick it to the man.
Let’s connect
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