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
Joby Aviation (NYSE: JOBY) is nearing FAA approval for its all-electric air taxi. With partners like Toyota and Delta Airlines, the company is positioned to lead the eVTOL revolution. Certification delays pose risk, but its technology and momentum could turn turbulence into opportunity. Stock prices used were the market prices of Oct. 9, 2025. The … Read more
Rocket Lab (NASDAQ: RKLB) is up big, but the real story hinges on Neutron’s timing, HASTE momentum, and whether revenue mix can outgrow dilution.I reveal the one signal I’m tracking, what $66 implies for margins, and how government work could unlock durable upside. Stock prices used were the market prices of Oct. 10, 2025. The … Read more
Navitas Semiconductor (NASDAQ: NVTS) is driving the AI revolution with its Gallium Nitride (GaN) and Silicon Carbide (SiC) power devices, which are now integrated into NVIDIA’s next-generation 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. … Read more
QuantumScape (NYSE: QS) is rewriting the EV battery playbook with its solid-state lithium-metal technology and revolutionary Cobra manufacturing process. Backed by Bill Gates and Volkswagen, QuantumScape could soon power the next generation of electric vehicles — faster, safer, and longer-lasting than ever before. Stock prices used were the market prices of Sept. 30, 2025. The … Read more
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