Latest Articles
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Why NVIDIA Stock Jumped 60%?
Over the course of a year-long surge ending March 2026, NVIDIA (NVDA) climbed 61%, fueled by a rare 65% revenue jump and steady margins. Strategic AI wins, a bold $2B ecosystem play, and next-gen GPUs hint at why investors are betting big despite...
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NVDA, MU Top Monolithic Power Systems Stock on Price & Potential
NVDA, MU are Monolithic Power Systems’s peers in the Semiconductor 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 valua...
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NVDA, MU Top Broadcom Stock on Price & Potential
NVDA, MU are Broadcom’s peers in the Semiconductor industry that have 1) Lower valuation (P/OpInc) compared to Broadcom stock 2) But higher revenue and operating income growth This disconnect between valuation and performance could mean t...
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NVIDIA Stock To $213?
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 $213 may not be out of reach. We believe there is not much to fear in NVDA stock given its ...
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NVIDIA Stock Hands $97 Bil Back – Worth a Look?
In the last five years, NVIDIA (NVDA) stock has returned a notable $97 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let’s look at some numbers and compare how this payout power stacks up against the marke...
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Why NVIDIA Stock May Drop Soon
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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Nvidia’s Secret Metric
Nvidia’s (NVDA) most important metric isn’t its data center revenue, hyperscaler capex trends, or the yield on its latest GPU chips. It isn’t talked about much by semiconductor analysts and is mostly hidden behind dense tech jargon, but it may ...
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Nvidia’s Inference Power Play: Outmaneuvering Google And Amazon
Nvidia’s GTC (GPU Technology Conference) event on Monday packed in a lot of announcements. The biggest shift? Notable progress on the AI inference strategy, with Nvidia focusing on countering custom chips from rivals such as Google’s ...
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Pay Less, Gain More: MU, NVDA Top Monolithic Power Systems Stock
MU, NVDA 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’s $1T Guidance Leaves Stock Flat, But These 4 Plays Could Explode
At the GTC 2026 conference, Nvidia laid out a bold vision: Its flagship AI accelerators will help it generate $1 trillion in revenue from 2025 through 2027. That’s a massive number for a product buried deep inside massive data centers, invi...
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Can Sovereign AI Buffer Nvidia Against a Potential Hyperscaler Slowdown?
Over the past few years, the AI boom has been driven largely by spending by a handful of hyperscalers – Microsoft, Amazon, Alphabet, and Meta Platforms . Together these companies are expected to spend over $500 billion in capex this year, ...
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What Is Happening With NVIDIA Stock?
Over the 12 months from March 2025 to March 2026, NVIDIA (NVDA) saw its stock surge 61%, fueled by a soaring 65% revenue jump that underscored its grip on booming AI infrastructure and networking markets. Yet, a recent pullback reflects emerging ...
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NVDA, MU Top Monolithic Power Systems Stock on Price & Potential
NVDA, MU are Monolithic Power Systems’s peers in the semiconductor 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 valua...
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NVIDIA Stock To $236?
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 $236 may not be out of reach. We believe there is nothing to fear in NVDA stock given its o...
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Better Value & Growth: MU, NVDA Lead ON Semiconductor Stock
MU, NVDA are ON Semiconductor’s peers in the semiconductor industry that have: 1) Lower valuation (P/OpInc) compared to ON Semiconductor stock 2) But higher revenue and operating income growth This disconnect between valuation and perform...
