The Full Ledger

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Page 601

Prediction: SMCI Stock Will Trade At This Price In 2027

Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) just printed $10.24 billion in Q3 FY2026 revenue, up 122.68% year over year, while CEO Charles Liang declared that “Supermicro’s transformation into a total datacenter infrastructure…

Vandita Jadeja · 3 months ago

Walmart Worth Less Than Anthropic

It is a staggering valuation. AI superstar Anthropic raised $65 billion with a post-money valuation of $965 billion. That pushed it ahead of arch-rival OpenAI, which was most recently valued at $852 billion. It…

Douglas A. McIntyre · 3 months ago

Prediction: AI Rally Exhaustion Could Send Rambus Lower

Rambus (NASDAQ:RMBS | RMBS Price Prediction) has been one of the loudest AI memory winners of the past year, with shares up 162.25% over the trailing 12 months and 55.6% year to date. After…

Vandita Jadeja · 3 months ago

TSM vs Broadcom: Both Nearing 52-Week High, Only One is a Buy

Broadcom (NASDAQ:AVGO | AVGO Price Prediction) and Taiwan Semiconductor Manufacturing (NYSE:TSM) just reported quarters that put both stocks within striking distance of fresh 52-week highs. Broadcom designs custom AI accelerators for a handful of…

Vandita Jadeja · 3 months ago