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…4d ago4d ago
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
Beth KindigNvidia Q1 Earnings Preview: Blackwell And The $200B Data CenterNvidia’s management team will focus on the H200 in the upcoming earnings call, but make no mistake, we will end this year in full-on…May 28May 28
Beth KindigAmazon Stock: Nearing $2 Trillion Club From AWS Growth & Ads CatalystAmazon shares have climbed to fresh all-time highs following a double beat in the last earnings report. The company is on the verge of…May 21May 21
Beth KindigBig Tech Q1 Earnings: AI Capex Increases As AI-Related Gains ContinueRecent Q1 earnings releases from Microsoft, Amazon, Alphabet and Meta reaffirmed that AI spending is continuing to increase through 2024 as…May 141May 141
Beth KindigSemiconductor Stocks Q4 Overview: AI Gains Heat UpSemiconductor stocks are standout performers so far in 2024, with investor appetite for AI stocks remaining elevated as AI chip leader…Apr 161Apr 161