Amphenol (APH) is selling lots of parts for Datacenter buildouts, and also Defense companies. Is space the next frontier? Robotics?
Amphenol (APH) is One of the Biggest Winners of the AI Infrastructure Boom Read More »
American Express (AXP) continues to see strong Millenial and Gen Z spending, with card member spending hitting a 3-year high.
American Express (AXP) Posts Strong Quarter as Millennial & Gen Z Drive Spending Read More »
AppLovin (APP) is a marketing platform with revenue and profits growing brislkly. APP might not be getting the love it deserves.
Marketing Platform AppLovin (APP) is Under Loved Even as its Growth is Strong Read More »
Broadcom (AVGO) is going gangbusters with its AI semiconductors as demand is staggering with revenue up 106% year-over-year.
Broadcom (AVGO) Breaks Out in Anticipation of its 2027 AI Chip Rollout Read More »
Credo Technologies (CRDO) is a leader in short-distance cables for AI datacenters. Now the company is building longer-range stuff.
Credo Technology (CRDO) Soars as its Finally Recognized as an Optics Leader Read More »
Cintas (CTAS) is one of America’s most beloved stocks. But its often too expensive for me to buy into. Now CTAS is on a dip.
This Looks Like a Good Time to Buy Unform Cleaning Company Cintas (CTAS) Read More »
NVIDIA (NVDA) continues to see explosive demand for AI infrastructure as customers rapidly deploy its new Blackwell AI systems
NVIDIA (NVDA) Continues to Produce Amazing Results While its Stock Sits Read More »
Wingstop (WING) stock just lost half its value in the past year. I think this quick-service chicken shop is a good investment here.
Wingstop (WING) Stock’s at a Rarely Seen Discount, With Lots of Room to Grow Read More »
Arista (ANET) management says demand for AI networking equipment increased quickly, especially for faster 800-gig systems.
Arista Networks (ANET): Demand for AI Networking Equipment Increased Quickly Read More »
Meta Platforms (META) doubles down on AI after its deal with Advanced Micro Devices (AMD) despite investor concerns.
Meta Platforms (META) Expands AI Positioning With AMD Partnership Read More »
AMD (AMD) is rolling in the business as companies build out their AI infrastructure. Revenue could grow 35% a year into the future.
Advanced Micro Devices (AMD) Revenue & Profits are Set to Soar on AI Surge Read More »
ServiceNow (NOW) stock has gone from ~$200 to ~$100 on investor worries about AI. But now the stock looks like a bargain.
ServiceNow (NOW) Stock Gets Slammed on Concerns AI Will Take Over Software Read More »
