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There are a few reasons MongoDB saw a severe reaction its earnings report. The first is that the cash flow is much lower than it’s been in recent quarters. We wrote in May that this is the top thing to watch across cloud stocks and we positioned our portfolio for those that were FCF positive.
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Nvidia, Alphabet and AMD could take 85% of 2027 HBM supply. What does Nvidia's SK Hynix HBM deal mean for every other buyer in the AI memory race?
Nebius has 0.2x net debt to revenue vs. CoreWeave's 2.9x. We break down how net debt, customer prepayments and GPU rental prices explain the NBIS vs. CRWV gap.
At 10%+ GPU market share, AMD remains an attractive stock. At 15%+, the underdog story changes considerably, and my thesis from two years ago that AMD’s returns will outpace Nvidia’s stock will likely play out. As for how we get there, in the coming months, Venice and Helios will arrive at nearly the same time. For a growth investor, what could be better than one major catalyst? Two major catalysts..
