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.