As long as the stock fundamentals are good and have a great future story ahead, I think it is a good idea to invest on. Except Nuclear, Defenceand military stocks of course!
Almost All major AI stocks are overpriced for absolute perfection! PE, PS and PB are all insanely high crushing the fundamentals. New Trillion$ IPOs are also adding more fuel to that. Need to tread carefully the AI stocks.
NVIDIA Plans to Return 50% or More of Free Cash Flow to Shareholders This Year =) Good news! But not exciting enough to the Investors. Better create more Trillion dollars Companies for investors.
NVIDIA Plans to Return 50% or More of Free Cash Flow to Shareholders This Year
NVIDIA CEO Jensen Huang said the company plans to return 50% or more of free cash flow to shareholders this year.Shares of Nvidia turned positive in overnight trading.
Wow, now Micron is accelerating to the next target of $2K and 2Tril market cap in record time, no stopping!
Micron and 6 Other Stocks Set to Win Big From the AI Bottleneck
The artificial intelligence bottleneck is the most important theme in the stock market, right now.That's the view of J.P. Morgan analysts, who said their bullish outlook on equities hinged on the AI momentum narrative.The bottleneck theme includes just a handful of companies with "the scale, expertise, and access to supply the critical components that keep the AI economy running," they added.Supply constraints are most acute in high-bandwidth memory chips, dominated by SK Hynix, Micron, and Samsung; photonics by Broadcom and Coherent; and cooling management, where they cited Vertiv and Modine. They also mentioned energy generation and grid infrastructure."These companies are not just suppliers, they are critical to the next phase of AI growth, with market power and technical barriers that are not easily overcome.". All of those stocks have enjoyed stellar gains so far this year--Micron and SK Hynix are up more than 200%, Samsung has jumped 190% and thermal technology company Modine has
Good preview, all looking good for ambitious SMCI except the stock price not moving up. One little non-compliance popping up in the last minute will pull all the strings. Need a damage control strategy or revamp the entire system.
Earning Preview: SUPER MICRO COMPUTER INC this quarter’s revenue is expected to increase by 127.61%, and institutional views are bullish
Abstract SUPER MICRO COMPUTER INC will report fiscal results on May 5, 2026 Post Market; this preview distills consensus expectations, evaluates key operating drivers around servers and integrated...
SoFi Shares Tumbled as the company declined to raise its Full-Year Forecast =) Wow, that's the stock market reality now. What an amazing Q1 performance, beating both Revenue and EPS with announcement of 'Strong Outlook' and still tumbling because of not raising its full year forecast. Lol, Looks pre-meditated move!
SoFi Shares Tumbled As The Company Declined To Raise Its Full-Year Forecast
Sofi (SOFI): Q1 Non-GAAP EPS of $0.12 in-line. Revenue of $1.1B (+42.7% Y/Y) beats by $50M.Sofi shares fell 6% in premarket.Total Loan Originations at a record $12.2 billionMember growth up 35% to a...
Stepping into the big tech earning week, I believe Google and Amazon have the best chances of making a big splash. Let’s watch Actual Capex, Quarterly guidance and real AI impact (ease of adaptation, consistent performance & maintenance, cost efficiency, secured operations and overall safety).
Lots of momentum and optimism in AI related tech companies acting as full catalysts. Better to hold and continue the ride as long as eps growth continues.