Tech

Nvidia: Getting Clues On Outlook From Its Key Customers (Archive)

Tracking hyperscaler capex, Blackwell delays, valuation and Pelosi flows for Nvidia.

TSMC: Demand Outlook Offsets Likely Peak In Gross Margins (Archive)

TSMC’s AI-driven capex surge supports structural demand despite cyclical gross margin headwinds.

Credo: Revenue Guidance Beats May Be Fully Priced In (Archive)

Strong revenue beats and AI tailwinds, but valuation, capex slowdown and concentration temper upside.

Nebius: Strong R&D And Technology Legacy Applied To New Growth Markets (Archive)

Nebius is redeploying elite Yandex engineering to build a high-growth AI infrastructure platform.

Applied Digital Q2 FY25 Review: Continuous Delays In Signing Customer Is Disappointing (Archive)

Ellendale lease delays erode confidence despite strong funding and elevated valuation multiples.

TSMC Q4 Preview: Focus On CoWoS And Gross Margin Guidance (Archive)

TSMC’s CoWoS-driven capacity, pricing power, and margins set up an attractive buy.

Gorilla Technology: Impressive Growth Vs. Poor Cash Flow Conversion (Archive)

Impressive growth, discounted valuation, but weak cash flow conversion tempers bullish conviction.