To The Moon

Upgraded Micron Technology, Inc. to “StrongBuy” with a fair value of $160 per share, driven by rapid HBM3E growth and capacity expansion plans.The HBM market is expected to grow significantly, with Mi

Nvidia stock has dropped over the past few months. Investors should hang on—tight.Nvidia stock has seen exponential gains in recent years.Shares have fallen to $116, a 14% decline from their record cl

Fed commentary could give a further shot in the arm to AI names that have been market leaders, but the broader semiconductor sector still faces challenges and skepticism. The chip trade was back in full force Thursday, with the sector posting one of its best days of the year on the heels of the Federal Reserve's interest-rate announcement, which brought a larger initial cut than some were expecting.The Fed's decision to lower interest rates by 50 basis points "was the missing piece in the puzzle that we believe many investors were waiting for to signal the green light is back on for the tech growth trade into year-end and 2025," Wedbush analyst Dan Ives wrote in a note to clients Thursday."The companies we visited exposed to AI made one thing clear - AI demand and spending is persistent, and in some cases accelerating," he wrote. Companies "noted that demand for AI compute is outpacing availability."

Nvidia, with both its outsized market valuation and incredible share-price growth, has almost single-handedly lifted major stock indexes over the past two years. For good reason it’s the darling among

The market has negatively reacted to Nvidia’s latest earnings report.Nvidia faces several risks that will likely undermine its efforts to grow its sales across the globe.We also believe that Nvidia is

The market has negatively reacted to Nvidia’s latest earnings report.Nvidia faces several risks that will likely undermine its efforts to grow its sales across the globe.We also believe that Nvidia is

Palantir is up over 37% since my last coverage after it reported outstanding Q2 FY24 results, with revenue and earnings beating estimates.With strength in its US Commercial segment from unrelenting AI

SMCI remains a "Strong Buy" for long-term investors despite recent volatility, offering significant potential and attractive valuation after a 49% nosedive since June.The hardware industry for generat

Nvidia is in a bit of a rut.While the Magnificent Seven Big Tech stock went on a tear over the first half of 2024, it's struggled since then. Its shares have slid 12% the past three months, dragged down by investors' fear that the surge in demand for its artificial intelligence chips might be losing momentum.Underwhelming sales guidance, worries about the health of the U.S. economy, and stocks' tendency to struggle in September have all added to the sense of gloom surrounding the stock.And some of the country's best-known investment firms have been summing up the pessimism.Fidelity has dumped 232 million Nvidia shares this year, or 19% of its holdings, according to an Investors Business Daily analysis of S&P Global Market Intelligence data. That position would be worth a whopping $24.7 billion as of Monday's closing bell, although it's unknown when the asset manager started selling.Nvidia CEO Jensen Huang has also been unloading shares, according to Securities and Exchange Commission f

Palantir has been on a huge winning streak. Should you buy the stock before it's added to the S&P 500?