NVIDIA (NASDAQ: NVDA) is shifting from GPU leader to AI-infrastructure powerhouse. I unpack how Blackwell, DGX Spark, and DGX Cloud expand margins, drive cash flow, and fuel the next move higher for NVDA. Stock prices used were the market prices of Oct. 20, 2025. The video was published on Oct. 24, 2025. On the date … Read more
Super Micro Computer (NASDAQ: SMCI) is racing ahead with full AI racks, Blackwell-ready superclusters, and a “one-stop” data center model that cuts cost and time-to-online. I break down the demand mix, margin trade-offs, and why a $60 target could be a launchpad if execution holds through earnings. Stock prices used were the market prices of … Read more
Marvell Technology (NASDAQ: MRVL) plays a crucial but overlooked role in powering AI data centers. Unlike NVIDIA, Marvell builds the “connective tissue” for AI infrastructure, and analysts still expect a 32% upside. But with Big Tech building in-house chips and data center growth slowing, is now the right time to buy? Stock prices used were … Read more
Oklo (NASDAQ: OKLO) could be on the verge of a national breakthrough as the U.S. Army’s Janus Program accelerates advanced reactor deployment. Its Aurora Powerhouse and Department of Energy partnerships position Oklo for explosive growth, possibly making it one of the most important clean energy plays of this decade. Stock prices used were the market … Read more
Plug Power (NASDAQ: PLUG) is down but not out. Despite short-term volatility, Plug’s growing electrolyzer revenue, major clients such as Amazon, and its hydrogen hub expansion could drive a long-term comeback. Stock prices used were the market prices of Oct. 20, 2025. The video was published on Oct. 23, 2025. On the date of publication, … Read more
Navitas (NASDAQ: NVTS) is on a breakout run after a new NVIDIA partnership and a 771% stock surge in just six months. Could this power semiconductor company become the next 10X pick in AI and EVs? Stock prices used were the market prices of Oct. 17, 2025. The video was published on Oct. 23, 2025. … Read more
Rigetti Computing (NASDAQ: RGTI) is shaking up Wall Street with a staggering 5,500% rally in 12 months. With its revolutionary Ankaa-3 processor and a $5.7M sale, Rigetti might be leading the next wave of quantum innovation. But is this just the beginning or the top? Stock prices used were the market prices of Oct. 17, … Read more
Advanced Micro Devices (NASDAQ: AMD) just expanded its partnership with Oracle to launch next-gen AI superclusters powered by Instinct MI450 GPUs. This groundbreaking move could strengthen AMD’s leadership in datacenter and AI computing. Stock prices used were the market prices of Oct. 17, 2025. The video was published on Oct. 22, 2025. On the date … Read more
SoundHound AI (NASDAQ: SOUN) is evolving from music discovery into a full-stack voice AI powering cars, restaurants, and enterprise agents. I break down the real growth engine, why margins dipped, and the signals I’m watching into earnings. Discover the bullish case that has investors leaning in and what could unlock the next leg higher. Stock … Read more
Rocket Lab (NASDAQ: RKLB) is transitioning from a “launch company” to a space platform, with Electron fueling repeat missions and Neutron poised to unlock broader payload economics. I break down the catalysts, margins, and why sentiment, combined with execution, could drive the next surge. Stock prices used were the market prices of Oct. 17, 2025. … Read more
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