I came into this quarter wondering whether$Meta Platforms, Inc.(META)$  ’s AI story and product breadth could still power upside after a huge run. After reading the company’s second-quarter print, digging through its outlook, and watching the product cadence through late August, I think the answer is yes: the setup for the rest of 2025 still leans constructive. The earnings release on July 30 was the first thing that reset my expectations. Meta’s Q2 revenue grew 22% year over year to $47.52 billion, with operating income up 38% and diluted EPS up 38% to $7.14—evidence that efficiency efforts and mix are converting growth into profits. Two signals inside the release matter most for how I handicap the next leg: ad

“Nvidia hits an all-time high—AI is back!” has been the market’s headline for the past 24 hours, and I can see why. As of this morning, shares are trading around $183–$184 after tagging a record intraday high near $184.5; the tape is acting like the AI trade just got fresh oxygen. The immediate spark isn’t hard to find, Nvidia said it plans to invest up to $100 billion in OpenAI in a sweeping partnership tied to building out massive AI data-center capacity over the next few years. That news sent the stock to fresh highs and re-centered the narrative around Nvidia as the indispensable arms merchant of AI infrastructure. I don’t base my view on headlines alone. The most important anchor for me remains the company’s Q2 fiscal 2026 results. Revenue came in at $46.7 billion—up 6% sequentially a

When I look at $Zoom(ZM)$ today, I can’t help but reflect on how far the company has come since its pandemic-era highs. The stock, which once symbolized the stay-at-home economy, has spent the past few years battling investor skepticism about whether its growth could endure in a post-COVID world. But as of now, I find myself viewing Zoom with fresh interest. The company has transitioned from being a single-product video conferencing app into a broader enterprise communications platform, and that shift is finally starting to show results. Zoom’s latest earnings report reinforced this impression for me. Revenue in Q2 fiscal 2026 grew modestly, but what caught my eye was the improvement in operating efficiency. The company has maintained solid profitab

I believe $ServiceNow(NOW)$ offers one of the clearest “AI × workflow” investment stories in enterprise software today. Here’s my deep-dive from the latest Q2 results through market positioning, technicals, valuation, and risks. Q2 2025: Proof of AI-Driven Growth When ServiceNow reported Q2 2025 results on July 23, I saw three numbers jump off the page: Revenue: $3.22 billion, up 22.5% YoY (consensus $3.12 B) Subscription revenue: $3.11 B, +22.5% YoY Adjusted EPS: $4.09 (beat by $0.52) Beyond the beat, I’m struck by the 30% growth in customers with >$20 million ARR and the 50% sequential jump in AI-related deals that CEO Bill McDermott highlighted. Those metrics tell me ServiceNow is more than a workflow automation play, it’s morphing into an AI

I’ve been digging into $Arista Networks(ANET)$, and I believe it’s one of the most intriguing networking names to own as we head into Q2 earnings season. When Arista reported Q1 FY 2025 (ended April 30) on May 6, the headline numbers reinforced my confidence: Revenue: $2.005 billion, up 27.6% year‑over‑year Adjusted EPS: $0.65, beating consensus by $0.06 (consensus $0.59) Gross margin: 64.1% Operating margin: 40.7% Stock buyback authorization: $1.5 billion (1.3% of shares outstanding) Those figures tell me Arista is executing at scale—delivering mid‑20s growth while maintaining rock‑solid margins in a capital‑intensive space. A few weeks ago, I was intrigued by Arista’s acquisition of VeloCloud from Broadcom for under $1 billion. That move plugs a

I’ve been watching $Tesla Motors(TSLA)$ very closely, and I believe it stands out as one of the most fascinating large‑cap growth stories right now. Here’s my deep‑dive into everything that matters, which are the business model, recent delivery and production metrics, upcoming earnings expectations, technical momentum, valuation, and what I’m watching next. I’m convinced that Tesla remains unique in its combination of EV hardware, vertical integration, and software/AI capabilities. Beyond cars, it controls the full stack, battery cells (via Gigafactories), powertrains, Supercharger network, and increasingly software features (FSD subscriptions, in‑car streaming). From where I sit, that end‑to‑end model gives Tesla a durable moat, allowing it to pu

I believe $CrowdStrike Holdings, Inc.(CRWD)$ is one of the most compelling growth‑at‑scale stories in the market today. Here’s why I’m watching CrowdStrike so closely, from its business model to its chart setup, and why I think it deserves a spot on my shortlist. I’ve long admired how CrowdStrike pioneered a cloud‑native approach to endpoint security with its Falcon platform. Unlike legacy on‑prem appliances, Falcon delivers real‑time protection and threat hunting entirely from the cloud, letting customers scale instantly and avoid hardware refresh cycles. Over the past year, I’ve seen them layer on AI‑driven threat detection, leveraging machine learning to flag unusual behavior before an attack can propagate. That strategic pivot not only widens

$Snowflake(SNOW)$ stands out to me for three key reasons: AI‑First Data Cloud Robust Growth & Expanding Use Cases Technical Setup Suggests a Breakout At its core, Snowflake’s transformation from a pure‑play data warehouse into a full‑blown data‑to‑AI platform sets it apart from peers. In its most recent Summer ’25 software release, Snowflake introduced native support for large‑language‑model inference and vector search. This means customers can architect generative‑AI applications directly atop their existing data, without stitching together multiple toolchains. From where I sit, that seamless integration not only removes friction for enterprise AI projects but also deepens customer lock‑in—two advantages that should drive higher ASPs and serv

$NVIDIA(NVDA)$ recently broke out from a consolidation base, and is now trading up, reaffirming its status as the leading AI/semiconductor play. I think this breakout isn't just technical noise—it’s a vote of confidence in NVIDIA’s dominance in AI chips, especially in data-center deployment and generative models. Technical Strength & Momentum The price keeps forming higher highs and higher lows, signaling sustained bullish momentum. A clear close above $160 on high volume would validate the breakout and suggest further upside toward $175–$180. NVDA Daily Chart Most retail investors often forget that NVIDIA is not just riding hype—it’s backed by real-world performance. Its GPUs (H100, H200, and upcoming Blackwell family) are core to AI infrastr

I’ve been watching $Apple(AAPL)$ closely, I think it’s shaping up as one of the more compelling large‑cap names to consider today. From my perspective, what makes Apple genuinely enticing right now is the convergence of strategic AI partnerships, renewed technical momentum, and rock‑solid capital allocation. First, on the innovation front, Apple is taking concrete steps to close its AI gap. Reports that the company is in discussions with OpenAI and Anthropic to supercharge Siri reflect a shift from laggard to contender in generative AI—arguably the most important tech theme of our era. If Apple can meaningfully integrate large‑language models into its device ecosystem, it gains both a functional edge and stickier customer lock‑in, which could tran

I've noticed a flurry of institutional activity around LRCX: Vident Advisory boosted its stake by a whopping 971%, Vanguard by 893%, and other big names like FMR, Ameriprise, and Geode also stepped in during the latest quarter. That kind of backing from smart money suggests they see long-term value—potentially around next-gen chip equipment demand. Lam Research is one of just a few companies supplying critical wafer fabrication tools—etch, deposition, cleaning—to leading-edge fabs ($Taiwan Semiconductor Manufacturing(TSM)$, $Samsung Electronics Co., Ltd.(SSNLF)$, $Intel(INTC)$). Their tech enables the smallest transistor nodes (3 nm, 2 nm, and beyond), which are

I’ve been closely tracking $Jabil Circuit(JBL)$ and believe that it’s emerging as one of the more compelling stocks to consider at the moment. The company isn’t searching for attention—it’s commanding it through a potent combination of accelerating growth, technical strength, and growing analyst optimism. Let me walk you through why Jabil has captured my attention. First and foremost, Jabil delivered an exceptional Q3 report. The company posted a 35% increase in earnings per share, marking its second straight quarter of robust profit improvement, and about a 16% rise in revenue, which extended its accelerating sales streak to four consecutive quarters. Seeing both top and bottom lines strengthen so meaningfully is rare outside of high-octane tech n

I’ve had my eye on $Extreme Networks(EXTR)$ and believe it’s one of the most interesting U.S. stocks to watch right now. EXTR scores higher than 96% of all stocks based on IBD’s SmartSelect—a combination of fundamental and technical strength. That puts it in elite company, signaling well-rounded performance. The company also reported a robust +35% year-over-year revenue increase in Q3, marking its fourth consecutive quarter of acceleration. That’s a clear indicator of strong underlying business momentum. Within the Computer-Networking sector, EXTR ranks first—outpacing peers like $Cisco(CSCO)$ and $Radware(RDWR)$. That dominance tells me the market is beginning t

$KLA-Tencor(KLAC)$ is the global leader in semiconductor process-control solutions and inspection tools—essential to every chip manufacturer’s production pipeline. Thanks to its unrivaled tech and sticky customer relationships, the company enjoys predictable demand and pricing power. In Q3 FY25, KLA reported an impressive 60% year-over-year surge in EPS to $8.41, with revenue climbing 30% to $3.06 billion. Analysts expect a further 36% earnings growth in 2025—a rareachievable performance in semis today. KLA has raised its quarterly dividend and added $5 billion to its share repurchase program—sending a clear signal that it expects continued cash flow strength and aims to reward shareholders. Technical Outlook KLAC Weekly Chart The stock has formed

I’ve been closely monitoring $Advanced Micro Devices(AMD)$ through Q2 2025, and I wanted to share my take on whether it still belongs in my portfolio. From April through late May, AMD’s shares bounced off multi-month lows—rising from roughly $76 in early April to $115 by mid-May—prompting the question: is this simply a dead-cat bounce within a broader downtrend, or the start of a sustainable breakout? I see AMD’s revenue mix as one of its greatest strengths. Beyond gaming GPUs and desktop CPUs, data center sales soared 57% year-over-year in Q1 2025—helping offset U.S. export headwinds to China. That growth in the data center segment reinforces AMD’s position as more than just a consumer PC play; it’s steadily pivoting toward high-margin, enterprise

As an investor deeply interested in the AI infrastructure sector, I've been closely monitoring $CoreWeave, Inc.(CRWV)$ since its IPO in March 2025. The company's rapid ascent in the market is impressive, but it's essential to analyze whether its current valuation is justified and if recent developments, like the $APPLIED DIGITAL CORP(APLD)$ partnership, enhance its investment appeal. CoreWeave's revenue skyrocketed from $228.9 million in 2023 to $1.9 billion in 2024, a 737% increase. Projections estimate revenue to reach $8 billion in 2025. This growth is fueled by partnerships with industry leaders like $Microsoft(MSFT)$, OpenAI, and

Alphabet Inc. (tickers: $Alphabet(GOOG)$ and $Alphabet(GOOGL)$) is trading at $170.06 and $168.56, respectively, reflecting a 2.87% and 2.78% increase from the previous close. This uptick follows the recent Google I/O conference, where Alphabet unveiled several AI-driven initiatives. While these developments have invigorated investor interest, it's essential to analyze the broader context to understand the company's prospects fully. Macro Environment and Market Sentiment The Federal Reserve's cautious stance on interest rates, coupled with global economic uncertainties, continues to influence market dynamics. Despite these challenges, Alphabet's recent stock performance indicates renewed investor confide

As a long-time observer of $Tesla Motors(TSLA)$ and its mercurial CEO Elon Musk, I’ve watched the stock’s dizzying highs and lows with fascination. But Monday’s 15% plunge—the worst single-day drop since September 2020—feels different. This isn’t just another volatility blip; it’s the culmination of multiple crises colliding. 1. Musk’s Trump Era Role Let’s start with the elephant in the room: Elon Musk’s entanglement with the Trump administration. Since Musk took on leadership of the “Department of Government Efficiency” in January 2025, Tesla shares have fallen every single week, shedding 50% of their value since December. Image In my view, Musk’s political pivot has alienated a core segment of Tesla’s customer base: progressive, environmentally