Latest Articles
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Why Is Nvidia’s 6 Year Old GPU Still Sold Out?
Nvidia (NASDAQ:NVDA) just posted a blowout set of Q4 FY26 earnings, reporting a massive 73% year-over-year revenue jump and a 75% surge in net profits. But hidden behind the headline numbers is a fascinating and counterintuitive trend: Nvidia’s s...
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Nvidia Stock: Buy Or Sell?
Nvidia stock has climbed roughly 40% over the past 12 months, yet it trades at just 25x FY’27 estimated earnings, a modest multiple relative to its growth trajectory. As we approach the FY’26 year-end results, (January fiscal year), investors ar...
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Nvidia Stock’s Cheap 25x Multiple The Loudest Warning Yet?
Nvidia’s revenue growth has been extraordinary. Sales surged 114% in FY’25. They are on track to grow another 72% in FY’26. For the coming fiscal year, FY’27, growth is projected at roughly 44% to over $325 billion. Few companie...
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Better Value & Growth: NVDA, MU Lead Monolithic Power Systems Stock
NVDA, MU are Monolithic Power Systems’s peers in Semiconductors industry that have: 1) Lower valuation (P/OpInc) compared to Monolithic Power Systems stock 2) But higher revenue and operating income growth This disconnect between valuatio...
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Can NVIDIA Stock Withstand These Pressures?
NVIDIA (NVDA) has stumbled before. Its stock has plunged more than 30% within a span of less than 2 months on as many as 8 different occasions in recent years, wiping out billions in market value and erasing massive gains in a single correction. ...
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Anthropic’s Big Software Reset: Winners & Losers
In early February 2026, the tech sector saw a sharp and sudden valuation reset, with nearly $300 billion in market capitalization wiped out in roughly a single trading day. The declines were concentrated in software, data services, and IT outsour...
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Is NVIDIA Stock Built to Withstand More Downside?
NVIDIA (NVDA) stock is down 10.7% in 5 trading days. The recent slide reflects renewed concerns around AI competition hurting software demand and China sales uncertainty, but sharp drops like this often raise a tougher question: is the weakness t...
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Stronger Bet Than Monolithic Power Systems Stock: NVDA, MU Deliver More
NVDA, MU are Monolithic Power Systems’s peers in Semiconductors industry that have: 1) Lower valuation (P/OpInc) compared to Monolithic Power Systems stock 2) But higher revenue and operating income growth This disconnect between valuatio...
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NVIDIA Stock To $242?
Our multi-factor assessment suggests that it may be time to buy more shares of NVDA stock. We have, overall, a positive view of the stock, and a price of $242 may not be out of reach. We believe there is nothing to fear in NVDA stock given its o...
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NVDA, MU Top Analog Devices Stock on Price & Potential
NVDA, MU are Analog Devices’s peers in Semiconductors industry that have: 1) Lower valuation (P/OpInc) compared to Analog Devices stock 2) But higher revenue and operating income growth This disconnect between valuation and performance co...
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What Could Rocket NVIDIA Stock to New Heights
NVDA has experienced multiple explosive rallies historically. The stock surged over 50% within two months on 11 occasions, notably in 2016 and 2024, and climbed more than 30% in similar periods 15 times, including key years like 2017 and 2024. If...
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Why NVIDIA Stock Jumped 70%?
NVIDIA (NVDA) ’s stock skyrocketed 73%, fueled by a powerful blend of AI-driven data center demand and stellar Q3 earnings. While margins slipped slightly, a surging revenue and expanding P/E multiple reflect the market’s confidence in its GPU do...
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NVDA, MU Look Smarter Buy Than Monolithic Power Systems Stock
NVDA, MU are Monolithic Power Systems’s peers in Semiconductors industry that have: 1) Lower valuation (P/OpInc) compared to Monolithic Power Systems stock 2) But higher revenue and operating income growth This disconnect between valuatio...
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Why NVIDIA Stock Jumped 70%?
NVIDIA (NVDA) ’s stock surged 67%, powered by a revenue jump and a rising P/E multiple, even as margins slipped. Behind the rally: a Q3 earnings beat, booming AI demand, key strategic deals, and fresh growth sparked by China’s reopening and cutti...
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3 Key Risks That Could Drag Down NVIDIA Stock
NVIDIA (NVDA) has stumbled before. Its stock has plunged more than 30% within a span of less than 2 months on as many as 8 different occasions in recent years, wiping out billions in market value, and erasing massive gains in a single correction....
