Supermicro Computers (SMCI) is a Major Player in the AI Build-Out
Supermicro Compuer (SMCI) is in hte middle of the AI boom as it makes the server and storage systems for enterprise data centers.
Supermicro Compuer (SMCI) is in hte middle of the AI boom as it makes the server and storage systems for enterprise data centers.
Halozyme Therapeutics (HALO) went from a darling to a dog it had a patent issue in Europe and pricing pressure in the US.
NVIDIA’s (NVDA) DGX GPU is a catalyst the as hundreds or even thousands of these connect to become an AI supercomputer.
EPAM Systems (EPAM) expects a slowdown during the 1st half of 2023, followed by acceleration to 20% revenue growth by 2024.
MercadoLibre (MELI) seems to have hitthe tipping point in terms of profitability. This stock looks like Amazon did years ago.
Palo Alto Networks (PANW) delivered splendid results last quarter with “profitable growth” as cybersecurity spending grows.
Broadcom (AVG) is seeing urgency and excitement for its AI switching and routing hardware used in data-intensive workloads.
Wingstop (WING) delivered excellent results last qtr — 150% profit growth on 46% revenue growth — as wing prices fell 49%.
Solar energy stock Enphase (ENPH) went from $5 to $265 during 2019 – 2022. Now ENPH is digesting its gains, but still looks good.
Chipotle’s (CMG) profit margins are surging higher — as digital sales and Chipotlanes are increasing restaurant effeciency.
Flooring retailer Floor & Decor (FND) continues to grow in a tough housing market. Still, analysts expect slow growth ahead.
Paycom Software (PAYC) is one of the best software stocks of our time. But many investors are unaware of Paycom’s greatness.