Archive - TQI Tidbits

Roku: Amazon Partnership Adds To The Asymmetry

CTV prize turns foes into friends, and there's money to be made!

20 hrs ago •

June 2025

TQI's Asymmetric Idea For June 2025

For every Coke, there's a Pepsi...

Jun 23 •

TQI's Asymmetric Idea For May 2025

A lucrative play on next-gen AI data centers

Jun 13 •

May 2025

Hims & Hers: Ephemeral Turbulence To Be Followed By A New Phase Of Profitable Growth

A free business update on one of my biggest winners

May 11 •

TQI's Asymmetric Idea For April 2025

An emerging force of disruption in healthcare with multi-bagger potential

May 3 •

April 2025

AT&T: The Re-Rating Is Complete

It's time to hit the pause button...

Apr 24 •

Micron Is A Broken Stock, Not A Broken Company

Looking for a dip buying opportunity, look no further...

Apr 1 •

March 2025

Sea Limited: Resilience In The Face Of Adversity

Is the Southeast Asian tech giant still a buy? Read our latest free note to find out!

Mar 31 •

TQI's Asymmetric Idea For March 2025

A microcap stock with+343% upside to fair value...

Mar 24 •

CrowdStrike Vs SentinelOne: 2 Cybersecurity Titans, No Winning Play

Fundamental, Quantitative, Valuation, and Technical Analysis

Mar 18 •

MicroStrategy: Intelligent Leverage Or Ponzi?

A peek into Michael Saylor's (Bitcoin) Strategy and the risk of a death spiral

Mar 11 •

TQI's Asymmetric Idea For February 2025

A pioneering materials technology company with huge upside potential

Mar 6 •

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