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Nvidia’s Stock Has 70% Potential Upside For 2025

Nvidia once again posted a $2 billion beat to consensus revenue estimates in Q3, reporting YoY growth of nearly 94% to over $35 billion in revenue. Data center revenue more than doubled in the quarter to over $30 billion with Hopper driving the second largest data center beat in company history.

December 02, 2024
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Nvidia Stock Is A Buy On Dips Before Blackwell Arrives In 2025

Nvidia’s stock broke to all-time highs recently, trading at $148 in early November and $147 yesterday. The stock has left many investors wondering “what comes next” after the unrelenting, historic surge that began seven quarters ago.

November 24, 2024
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AI Spending To Exceed A Quarter Trillion Next Year

Big Tech’s AI spending continues to accelerate at a blistering pace, with the four giants well on track to spend upwards of a quarter trillion dollars predominantly towards AI infrastructure next year.

November 19, 2024
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Palantir Stock: How High Is Too High?

Palantir proved again in Q3 that it’s undeniably one of the stronger AI software stocks in the market outside of the cloud hyperscalers. The company reported visible AI-driven growth and persisting business momentum for AIP, strong revenue acceleration to 30% YoY, combined with strong profitability – a rare combination for growth stocks.

November 12, 2024
Bitcoin bull market update: December 2022 projection of $75,000 - $132,000 adjusted to $82,000 - $106,000 after reaching $73,757 in March 2024.

Bitcoin Bull Market Intact as Risk Increases

In December 2022, we boldly stated that “Bitcoin is a buy” when it was trading around $17,000. We were positioning for a new bull cycle and projected a target between $75,000 - $132,000. Despite Bitcoin being down nearly 80% from the 2021 highs and the FTX scandal, by March 2024, Bitcoin hit $73,757, close to our lower target. We rely on technical and on-chain analysis for Bitcoin, which helped us call the 2022 low and predict upper targets. We now adjust our targets to $82,000 - $106,000 for risk management and plan to reduce our crypto exposure by ~50% on the next push to all-time highs.

November 01, 2024
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Tesla Stock: Margins Bounce Back For AI-Leader

Tesla is arguably one of the most advanced AI companies in the world, yet its stock is dictated by margins. Over the past three years, Tesla’s average gross profit per vehicle has declined by 60%, falling from more than $14,400 in Q3 2021 to less than $6,000 in Q2 2024, highlighting the difficulty Tesla has faced in a high-interest rate environment.

October 30, 2024
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This Stock Is Crushing Salesforce, MongoDB And Snowflake In AI Revenue

In this article, I break down how Palantir’s AIP is putting it a step above peer Salesforce, MongoDB and Snowflake with visible AI growth, and its undeniable ‘secret sauce’.

October 22, 2024
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Nvidia, Mag 7 Flash Warning Signs For Stocks

In this report, my team will address the risks brewing in the market. The strange behavior in the bond market could be signaling that the FOMC has made a policy error. This coupled with key tech stocks trending lower against the S&P 500’s advance, has my firm cautious for the time being.

October 15, 2024
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