Beth KindigNvidia Stock Is Selling Off: It’s Not Because Of BlackwellOur firm extrapolated supply chain data to conclude that Blackwell is in production at TSM and SMCI last week in the analysis: Nvidia…4d ago4d ago
Beth KindigNvidia Stock: Blackwell Suppliers Shrug Off Delay Ahead Of Q2 EarningsBulletproof Nvidia showed an unusual bout of weakness this past month following a report from The Information that Nvidia’s new AI chips…Aug 28Aug 28
Beth KindigArm Stock: Buy Its Customers, Not The StockArm Holdings is the third-best performer of 2024 in AI-related semiconductor stocks with a 56% YTD return, behind only Nvidia and Taiwan…Aug 20Aug 20
Beth KindigBig Tech Battles On AI, Here’s The WinnerThe major theme over the past month in Big Tech and AI semiconductors has been the durability of demand: essentially, what is Big Tech’s…Aug 131Aug 131
Beth KindigPalantir’s Stock Is Priced For PerfectionWe are no strangers to Palantir’s story, saying as far back as September 2020 prior to Palantir’s public offering that the “commercial…Jul 23Jul 23
Beth KindigTesla’s Q2 Deliveries Strong, But What’s To Come?After months of being the lowest performing Mag 7 stocks, Tesla saw rapid gains — up 42% in a one month rally, with 37% of those gains in…Jul 16Jul 16
Beth KindigAI PC Stocks: Emerging 2024 And 2025 StoryAI-capable PCs are expected to be an explosive trend through 2025 and beyond. The trajectory of AI will increase when more people can…Jul 3Jul 3
Beth KindigAI Power Consumption: Rapidly Becoming Mission-CriticalBig Tech is spending tens of billions quarterly on AI accelerators, which has led to an exponential increase in power consumption. Over the…Jun 25Jun 25
Beth KindigHere’s Why Nvidia Stock Will Reach $10 Trillion Market Cap By 2030Nvidia has a market cap of $3 trillion today. We believe Nvidia will reach a $10 trillion market cap by 2030 or sooner through a rapid…Jun 11Jun 11
Beth KindigTaiwan Semiconductor Stock: April Sales Soar From Advanced NodesTaiwan Semiconductor (TSMC) is the supplier for major design companies, such as Apple, Nvidia, AMD, Arm, Qualcomm, Broadcom, MediaTek and…Jun 41Jun 41