The bear case against Marvell Technology rests on a customer concentration story that collapsed under the weight of its own evidence, and understanding why changes the entire calculus on where AI infrastructure…
Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do…
Taiwanese prosecutors just indicted employees tied to an AI server smuggling ring stretching from Taiwan to China through three transit countries, and one major US chip stock is taking a disproportionate hit…
Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists,…
Insider disposals, bearish options positioning, and fading retail sentiment are flashing caution on NVIDIA even as the fundamentals keep accelerating. Here is why our model reads that tension as an opportunity rather…
Broadcom is quietly guaranteeing tens of billions in AI chip debt held off its own books, and a single demand shock could call every guarantee across the industry at once. Wall Street…
With NVIDIA reporting earnings Wednesday and shares already up big this year, Wedbush's Dan Ives insists the crowd still has the story wrong, and he named two specific catalysts the market keeps…
Omor Ibne Ehsan The man who called the 2008 housing collapse is walking into Nvidia's most consequential earnings report short the stock and long something Wall Street won't go near. His reasoning reveals a contrarian…
Bears insist smarter AI agents will shrink the GPU compute bill, and that argument sounds reasonable until you do the math on what an agent actually burns per task.
NVIDIA sells the infrastructure powering the AI era while Apple bets the compute battle gets won at the edge, and right now both strategies are printing money. Which position actually controls the…
Three under-followed stocks are sitting on tens of billions in contracted backlogs while Wall Street coverage lags behind, and the window to get in ahead of institutional upgrades keeps narrowing.
Every bond a hyperscaler sells to fund its next GPU cluster competes directly with Treasuries for the same pool of capital, and the ripple is now hitting five companies in ways most…
The AI boom is quietly sending a surge of inflation through every corner of the tech industry, and Nvidia's latest move suggests the pressure is only getting started.
Rich Duprey Nvidia gets the headlines, but Microsoft is quietly sitting on an asset that converts AI hype into locked-in revenue at a scale most investors haven't priced in yet.
Nvidia is growing revenue at 85% annually yet its valuation multiple tells a different story than most investors expect. Before writing off NVDA as overpriced, the forward PEG ratio raises a question…
