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Vandita Jadeja

Oracle vs SMCI: Two AI Buildout Bets, One Big Catch

Oracle and Supermicro both crushed earnings on the back of the AI infrastructure boom, but both companies share a problem that could derail the whole story before FY2027 guidance ever gets tested.

Vandita Jadeja · 3 weeks ago

The Palantir Bull Case Is Getting Harder to Ignore

Palantir just delivered a quarter that broke every model, and even skeptics are struggling to explain away what the numbers show. Here is why the stock may have further to run than almost anyone…

Vandita Jadeja · 4 weeks ago

Nvidia’s Next Act: Can NVDA Defy Gravity Again?

NVIDIA just posted 85% revenue growth yet trades 28% below its 52-week high, and Wall Street cannot agree on whether the stock is a bargain or a trap. Three specific catalysts could push shares…

Vandita Jadeja · 4 weeks ago

The “Set It & Forget It” Stocks I’d Want to Own

Four stocks built on investment-grade balance sheets and decades of payout discipline could quietly generate thousands in annual passive income without requiring you to touch a thing after you buy them.

Vandita Jadeja · 4 weeks ago

These Stocks Could Be Ready for Their Next Big Move

Micron, Super Micro, and Dell are sitting at the center of the AI infrastructure buildout, but whether each name has enough fuel left for another major run in 2027 depends on a very different…

Vandita Jadeja · 4 weeks ago

SMCI Price Prediction: High Risk, High Reward, Huge Potential

Super Micro Computer has doubled its revenue year over year while accumulating $8.8 billion in debt and sitting under an active board review, leaving investors to decide whether the $13 billion Blackwell order book…

Vandita Jadeja · 4 weeks ago