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Continue reading →: Tesla Revenue Outlook 2025–2031: FSD, Robotaxis, and the $400B Growth QuestionAfter digging through Tesla’s Q1 2025 earnings call, a few things stand out. The company’s got multiple levers to pull, but not all of them kick in right away. Some drivers are already live, others are still on the runway, and a few are probably years from showing up in…
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Continue reading →: Tesla’s Unboxed ManufacturingTesla is working on something it’s calling the “unboxed” manufacturing process, and it’s not just a tweak—it’s a complete rethink of how cars get built. Instead of the traditional method where vehicles are assembled piece by piece along a big moving line, Tesla’s trying to build major sections—like the front,…
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Continue reading →: A Deep Dive into Modern Enterprise SecurityI have recently written a piece on Zscaler, and I have now moved to AvePoint. The companies have some similarities, and I have delved into the more granular aspects of both companies. I thought it worthwhile to share my notes from this process, so other folks can get a better…
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Continue reading →: Behind the Chart: AvePoint’s Quiet Growth Story and the $1B ARR TargetAvePoint is nearing all time highs and that has caught my attention. If it breaks the $20 line, we might be facing a breakout on the stock. However, it is important to consider the fundamentals around this less known name. What AvePoint Actually Does Look, if your company runs on…
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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…
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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