AMD (AMD) is seeing rapid growth in its Datacenter business as demand for AI chips accelerates, pushing expectations higher.
Advanced Micro Devices’ (AMD) Profits are on a Breathtaking Climb Higher Read More »
SpaceX (SPCX) stock has been headline news this year. And the news isn’t just hype. Revenue is expected to climb 10-fold by 2030.
SpaceX (SPCX) Revenue Expected to Fly High with AI (Not Space) Leading the Way Read More »
Visa (V) rallied last quarter as the stock got recognized by savvy investors who saw an attractive valuation and solid upside.
Visa (V) Moves Higher as Investors See the Stock is a Deal with Solid Upside Read More »
Booking (BKNG) grew 15% last quarter even as the Middle East conflict slowed travel. This stock has a nice chart and good upside.
Booking (BKNG) Delivers 15% Profit Growth Despite Middle East Disruptions Read More »
Bloom Energy (BE) provides on-site power systems that help customers (including AI datacenters) secure a reliable electricity supply.
Bloom Energy (BE) Reaping Benefits from Unprecedented Datacenter Power Demand Read More »
Chinese hotel operator Atour Lifestyle’s (ATAT) stock continues its sag despite solid results. ATAT has good upside, if anyone cares.
Atour Lifestyle (ATAT) Delivers Another Strong Quarter; Stock Continues to Slide Read More »
Sea (SE) stock is a real stock market laggard. But there’s hope as the stock is now basing and profit growth looks to bounce back.
Sea (SE) Is Spending More Now Even If It Means Slower Profit Growth Read More »
Credo (CRDO) management sees this year as the tipping point for optical connections, with sustained rapid growth for years to come.
Credo (CRDO) Sees This Year as an Inflection Point for Optical Networking Read More »
Dutch Bros (BROS) is selling a lot of iced coffees & energy drinks as sales rose 31% last quarter with same “shop” sales up a solid 8%.
Dutch Bros (BROS) Drives Impressive Results as Sales Jumped 31% Last Quarter Read More »
Enova (ENVA) is a sub-prime credit lender that uses machine learning to make loan decisions. Profits are good, while the P/E is low.
Money Lender Enova (ENVA) is a Little Known Company Delivering Big Profits Read More »
Palantir’s (PLTR) AI platform is growing really fast because it creates actual AI tools not “AI slop” like its competitors offer.
Palantir’s (PLTR) US Growth Surges as Companies Select it for AI Instead of Slop Read More »
AppLovin’s (APP) AI ad platform is entering a new growth phase, with Axon 2.0 set to open to the public to make ad campaigns.
AppLovin (APP) Has Vast Potential as its Ad Platform Enters a New Growth Phase Read More »
