$NVIDIA(NVDA)$ I’m bullish on Nvidia post-earnings for several compelling reasons. The latest earnings report not only beat analyst expectations but also highlighted robust revenue and earnings growth across key segments. Notably, the AI and data center divisions showed significant strength, driven by surging demand for GPUs that power advanced AI applications and data-intensive tasks. This performance reinforces Nvidia’s position as a market leader in the rapidly expanding AI industry. Moreover, the company’s forward guidance suggests that this strong momentum will continue, with expectations for further revenue growth and enhanced profitability. Nvidia’s strategic investments in research and development, al
Alphabet (GOOGL) Alphabet (GOOG) currently has a P/E ratio of 23.18, which is relatively low for a major tech company. This suggests the stock may be undervalued despite strong earnings and growth potential. Key reasons for the low P/E: • AI competition & regulatory concerns may be weighing on investor sentiment. • Diversified business model (Search, YouTube, Cloud) still drives strong revenue. Analysts, including J.P. Morgan, are bullish, with a price target of $232 by Dec 2025. Given Alphabet’s strong fundamentals, the stock could offer upside potential at current prices.
$Alphabet(GOOGL)$ Reasons Why i am still bullish on Google (GOOGL) 1. Search & Ad Dominance – Controls 90% of search, leading in digital ads. 2. YouTube Growth – Strong ad revenue & rising YouTube Premium subscriptions. 3. Google Cloud Expansion – Profitable & gaining market share. 4. AI Leadership – Gemini AI integration boosts Search, Ads, and Cloud. 5. Strong Financials – High free cash flow, low debt, aggressive buybacks. 6. Android & Google Play – Massive global ecosystem with recurring revenue. 7. Diversified Revenue – Hardware, subscriptions (YouTube Premium, Google One). 8. Stock Buybacks & Potential Dividend – Reducing dilution, dividend possible. 9. Regulatory Risks Manageable – Fines
$Wal-Mart(WMT)$ Walmart (WMT) is a major player in the consumer goods and retail sector, offering a mix of grocery, household essentials, and discretionary items with a strong moat and growing e-commerce and digital expansion