BigBear.ai (NYSE: BBAI) is an AI-driven defense and analytics company sitting on $390 million in cash. Despite a steep drop in revenue and widening losses, analysts still see upside potential — but execution and profitability remain the key challenges for investors watching this high-risk, high-reward AI play. Stock prices used were the market prices of … Read more
Oklo (NASDAQ: OKLO) is redefining nuclear energy with its Aurora Powerhouse reactors, designed to run on recycled waste and deliver clean, scalable power. But despite significant progress, Oklo still has no revenue, leaving investors to weigh its innovation against execution risk and long-term profitability potential. Stock prices used were the market prices of Oct. 17, … Read more
Nebius Group (NASDAQ: NBIS) is building an AI cloud that scales like a supercomputer, fast, powerful, and cost-efficient, backed by marquee partnerships and relentless capacity growth. I break down the catalysts, price targets, and risk controls I’m using as NBIS pushes near its highs with massive upside if execution holds Stock prices used were the … Read more
Veritone (NASDAQ: VERI) just announced a massive $40 million deal that could transform its future. With the AI-driven aiWARE platform and Data Refinery (VDR), Veritone is rapidly positioning itself as a top player in the generative AI race and investors are taking notice. Stock prices used were the market prices of Oct. 15, 2025. The … 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. 17, 2025. On the date … Read more
Navitas Semiconductor (NASDAQ: NVTS) is driving the AI revolution with its Gallium Nitride (GaN) and Silicon Carbide (SiC) power devices, now built into NVIDIA’s next-gen AI factory architecture. As data centers demand faster, more efficient power, Navitas’ breakthrough chips could make it one of the most critical suppliers in the new AI economy. Stock prices … Read more
Nebius Group (NASDAQ: NBIS) is quickly becoming a breakout name in AI cloud infrastructure. With explosive growth, massive GPU deployments, and Wall Street behind it, this stock has momentum. But with major capex, financial reporting issues, and geopolitical risk, can it deliver? Stock prices used were the market prices of Oct. 10, 2025. The video … Read more
Applied Digital (NASDAQ: APLD) is transforming from a crypto miner to an AI infrastructure powerhouse, delivering cutting-edge data centers built for the AI era. With revenue soaring and a $43 price target, Wall Street sees big potential but profitability remains a key challenge for long-term investors. Stock prices used were the market prices of Oct. … 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 costs 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
Veritone (NASDAQ: VERI) just announced a massive $40 million deal that could transform its future. With the AI-driven aiWARE platform and Data Refinery (VDR), Veritone is rapidly positioning itself as a top player in the generative AI race, and investors are taking notice. Stock prices used were the market prices of Oct. 15, 2025. The … Read more
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