CrowdStrike: Renewed Growth Meets Overstretched Valuations And Momentum - Minimal Margin Of Safety

CrowdStrike (CRWD) analysis: margin and free cash flow gains vs. slowing ARR growth, rich 122x P/E and technicals. Read here ...

Alibaba: Look Beyond Lumpy Margins - Promising Instant Commerce/Cloud Growth Ahead

BABA is reiterated as a Buy, with the correction post FQ2'26 earnings call bringing the stock nearer to my Buy Zones, aided ...