3+ week, 3+ day ago   (528+ words) Advanced Micro Devices had a great second quarter, but Nvidia's could be even better. AMD now has a major premium assigned to its stock compared with Nvidia's shares. If you only looked at their stock prices, then you'd easily assume…...

4+ week, 1+ day ago   (389+ words) NVTS surged 91% YTD on 800V AI data center momentum, while AOSL offers similar server-power exposure at just 8x forward earnings. The most widely read finance newsletter on Substack isn't published by a bank, it's Doomberg, where 383,000+ readers get the energy and macro…...

2+ week, 5+ day ago   (674+ words) Micron (MU) holds a $955 price target, backed by 16 take-or-pay customer agreements and over $1 billion in HBM4 revenue already booked. Micron outguns NVIDIA (NVDA) and Western Digital (WDC) on gross margin at 85% while trading at a forward P/E of just 6. Micron…...

1+ day, 21+ hour ago   (841+ words) trillion by 2030. The low end of that range wasn't news. Since its Advancing AI event in late July, AMD...stock's forward price-to-earnings ratio of about 33 today. AMD would need about $35 billion of annual profit...Set $145 billion against Hu's new range,…...

3+ week, 4+ day ago   (365+ words) Brad Gerstner's Altimeter Capital bought SpaceX, Cerebras, and Micron in Q2, treating semiconductor choppiness as a buying opportunity rather than a warning sign. Cerebras, an OpenAI partner valued at $52 billion, dropped 13% recently. The latest 13F filing season just came by, and as…...

3+ week, 4+ day ago   (303+ words) The price of SpaceX's stock has been volatile. Revenue growth is practically guaranteed for the $1.9 trillion behemoth. Years of expected growth would only get SpaceX's fundamentals in line with peer companies, not ahead of them. 10 stocks we like better than…...

3+ week, 5+ day ago   (143+ words) Nvidia is the more direct winner: It captures the largest share of the AI infrastructure build-out through GPUs, accelerated servers, and full AI systems. Micron is the leverage play. HBM is essential to AI accelerators, and tight supply plus rising…...

5+ day, 11+ hour ago   (871+ words) see why we think each stock is a top investment today. The Street is unusually aligned here. Five strong...

1+ week, 13+ hour ago   (726+ words) During the most recent fiscal quarter, Nvidia's growth figures showed investors that the AI boom is still in full swing. Key data points, like tokens processed, cloud backlogs, and hyperscaler capex, are showing no sign of slowing. The stock's inexpensive…...

3+ week, 5+ day ago   (533+ words) Elon Musk's space transportation, satellite internet, and artificial intelligence (AI) company went public on June 12. SpaceX stock is down by 35% from its peak value, and yet it remains expensive. Though the company has a strong revenue growth pipeline, I think…...