Why Broadcom Is AI’s Big Winner

Nvidia: Market, Market Share, Margins And Multiples

Meta Platforms: Compelling Story With A Reasonable Valuation

Amazon Keeps Reestablishing Its Dominance – Ignore The Noise And Stick To Champions

Qualcomm: A Good Opportunity In The AI Handsets Market

Onsemi: Navigating Industry Challenges With Strategic Transformation

Intel: The Night Looks The Darkest Before The Dawn

Google’s Antitrust Weakness Is A Buying Opportunity

Dell: AI Growth Inflection Is Just Beginning

I Sold All My Microsoft Shares, OpenAI Edge Fading Away

Nvidia’s Stock Is A Gift At $105

Microsoft: The Best Business Ever Created? Embrace The Long-Term Winner

Broadcom: Strong AI Growth Overshadowed By Disappointing Q4 Revenue Outlook

Nvidia: Cheapest It’s Been In A Decade

Is Microsoft Poised For A Comeback?

Why Dell Is My Latest Big AI Buy