To The Moon

Summary Due to cost-cutting measures, Intel's Q3 2023 operating income for its CCG increased by 43%. The Data Center and AI segment turned a profit in Q3 2023 after reporting a loss in the same period last year. Intel showcased progress in its IDM 2.0 transformation strategy with successful product launches and advancements in EUV manufacturing. Due to Intel stock price's positive correlation with revenue estimates, any positive revenue forecast revisions could further boost INTC to previous all-time highs of $60-$68 by 2025-2026. Ignatiev/E+ via Getty Images Investment Thesis Since we wrote our piece and pointed to a bottom for Intel Corporation's (NASDAQ:

Summary Advanced Micro Devices, Inc. benefits from export restrictions on AI chips, allowing it to capture more Chinese market share and strengthen its position in the AI chip market. AMD's processors, particularly the EPYC 8004 Series, offer superior performance and efficiency compared to competitors, making them ideal for high-performance computing and IoT applications. AMD's acquisition of Nod.ai enhances its AI and open-source software capabilities, positioning the company as a key provider of optimized AI solutions. AMD's publication of the source code for SEV technology benefits the company through increased transparency, open standards, and expanded partnerships with all major cloud service providers. simpson33 Investment Thesis Advanced Micro Devices, Inc. (NASDAQ:

Kevin Dietsch Investment Thesis Despite Palantir Technologies' (NYSE:PLTR) revenue growth of 13% year-over-year in Q2 and management's forecast of 16% in Q3, the market expects more for a company seen as a leader in the artificial intelligence (AI) space, especially compared to its stronger growth rates in prior years. The deceleration in growth can be partly attributed to the high cost of Palantir's software, coupled with a relatively small customer base of just 421 clients. I am also concerned about why Palantir did not disclose the breakdown in commercial and government segments for its customer count in Q2, as they used to do until now. Nevertheless, following my last

Andy/iStock via Getty Images Investment Thesis Since I suggested that a bottom could be in back in December, Intel Corporation (NASDAQ:INTC) has returned nearly 55% to investors, but the bull run is not over yet. In a pioneering shift, Intel implements its groundbreaking strategy with Advanced Packaging technology and formidable Gaudi2 chips, paving the way for more potent devices and positioning the giant for a comeback in the next two years. Data by YCharts Advanced Packaging Drives Global Domination in the Chip Race Intel's grip on advanced packaging technologies is a key long-term growth driver. Advanced

nopparit Investment Thesis In the education landscape of technological innovation, Youdao, Inc. (NYSE:DAO) emerged as a prominent player, seamlessly blending artificial intelligence (AI) with education and online marketing services. The recent financial report underscores its exceptional performance and a profound shift in how AI reshapes the education industry. In the vibrant landscape of Q2 2023, Youdao has forged a path of operational excellence and unwavering growth. Bolstered by increased net income, narrowed operating loss, and positive cash flow, the company's financial strides illuminate a journey toward profitability and realizing its potential across key business sectors. Finally, in the landscape sculpted by Q2's efficiency gains

Justin Sullivan Investment Thesis In the ever-evolving landscape of technology, NVIDIA Corporation (NASDAQ:NVDA) stands poised not just to thrive but to redefine the essence of gaming and computing itself. Anchored by a relentless foothold in the gaming market, NVIDIA's journey toward long-term growth opportunities takes center stage. NVDA has strongly outperformed the market year to date with gains around 222%, and following the recent quarter beat, the hype is fueled for another run. I have previously expressed my concerns about NVDA's valuation and why the stock might get a reality check sooner or later. Undoubtedly, the stock still looks signif

Kwangmoozaa/iStock via Getty Images Investment Thesis In an era of evolving consumer preferences and pressing environmental concerns, ATRenew Inc. (NYSE:RERE) has emerged as a critical player in the sustainable business practices of green and low-carbon operations and multi-category recycling. The article delves into the Q2 2023 performance of the company in terms of financial performance, growth, innovation, and environmental stewardship. As ATRenew continues to forge its path in the electronics recycling and refurbishing industry, its journey is marked not only by impressive growth and innovation but also by a set of inherent risks. From market volatility and competitive pressures to supply chain uncertainties, geopolitical risk, and rel

Dimitrios Kambouris Investment Thesis Despite a Q2 2023 earnings slump attributed to market headwinds, Occidental Petroleum Corporation (NYSE:OXY) has positioned itself for a long-term solid performance by leveraging its diverse portfolio of assets and operational efficiency. The article explores the company's strategic fundamentals (trifecta strategy), encompassing diverse assets, steady production climb, operational excellence, and commitment to shareholder returns, reaffirming the buy rating for the stock, which still offers an attractive entry point. Data by YCharts Occidental Faces Challenging Q2 2023: Earnings Drop, Production Rises, & Strategic Moves Unveiled Occidental reporte

chameleonseye Investment Thesis PayPal Holdings, Inc. (NASDAQ:PYPL) has emerged as a leader in the digital finance landscape, leveraging its consistent growth and strategic initiatives. PYPL has attracted unreasonably high valuation multiples post-pandemic, but the recent crash of around 80% from all-time highs, in combination with its growth outlook, portrays a compelling deep-value play for long-term investors. This article explores the company's strategic initiatives, development toward market share and competitive edge, the new CEO's impact, the valuation outlook, and a technical assessment, which ultimately supports a strong buy rating for the stock in the next 24 to 36 months. Data by Y

SummaryPalantir has experienced significant growth, with a return of around 114% since the portfolio doubled down on the company, but the stock now trades around its fair value.The AI hype, driven by companies like Nvidia, has lifted the market's valuations of AI stocks contributing to PLTR's outperformance.Palantir has ambitious plans to release its AIP, emphasizing its potential in commercial and military applications.The Fed's monetary policy, particularly regarding interest rates, could affect the value of the AI sector, making it vital for investors to monitor the following actions.Artificial Intelligence. ConceptInvestment ThesisSince I doubled down on Palantir Technologies Inc. (NYSE:PLTR) in November for the personal and Yiazou model portfolios, PLTR has skyrocketed to new 52-week