Tech

Alphabet: AI Brain Drain, Gemini Positioning, Ads Business Trends

Alphabet loses AI talent and lags on performance, but cheaper faster models and Cloud growth support a valuation bounce.

POET Technologies: The Bear Case Is Getting Riskier At These Levels (Archive)

POET shares trade near trough P/B levels but has unproven commercial scale.

AMD: Open-Source AI Is The Catalyst, But Valuation Says Pause (Archive, Full Access)

Open-source AI tailwinds support AMD, but valuation and fading momentum warrant a Hold.

Nvidia's Next Growth Engine: A CPU Built For AI Agents (Archive, Full Access)

Vera expands Nvidia’s AI moat, but rangebound shares justify a Hold.

Credo: Tracking The Critical Revenue Pivot From Copper To Optical Networking (Archive, Full Access)

Credo’s optics revenue ramp is the key catalyst; execution remains unproven.

Sandisk: How It Wins From The AI Inference Trend (Archive, Full Access)

More complex AI inference models increase the demand for NAND.

Why Nebius Is Perfectly Positioned For The Open-Source AI Shift (Archive)

Nebius Group expands infrastructure and capitalizes on high-margin open-source AI enterprise compute demand.