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Nvidia vs AMD vs Broadcom: Which Stock Leads The AI Race?
Nov 16, 2025

Nvidia vs AMD vs Broadcom: Which Stock Leads The AI Race?

A data-driven comparison of Nvidia, AMD and Broadcom across AI market share, margins, growth and valuation for investors tracking the semiconductor AI boom.

Portfolio Parrot
Portfolio Parrot
Stock FocusStock Focus
Nvidia NVDA Valuation Deep-Dive: Is It Still Worth It?
Nov 15, 2025

Nvidia NVDA Valuation Deep-Dive: Is It Still Worth It?

Nvidia sits near a 4.6 trillion dollar valuation. This deep-dive breaks down its AI moat, market expectations, and three-year bull, base and bear cases.

Portfolio Parrot
Portfolio Parrot
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Bitcoin ETNs in the UK: Which Ones Actually Hold the Coins?
Nov 06, 2025

Bitcoin ETNs in the UK: Which Ones Actually Hold the Coins?

The London Stock Exchange now lists Bitcoin ETNs. Here’s a data-driven comparison of those that truly hold Bitcoin versus synthetic or leveraged products.

Portfolio Parrot
Portfolio Parrot
Stock FocusStock Focus
Qualcomm Stock 2025: The Undervalued AI & 5G Powerhouse
Nov 05, 2025

Qualcomm Stock 2025: The Undervalued AI & 5G Powerhouse

Qualcomm’s evolution from smartphone chips to leadership in AI, automotive, and IoT shows why this 5G pioneer may be one of the most undervalued tech stocks in 2025.

Portfolio Parrot
Portfolio Parrot
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AMD Stock in 2025: From Underdog to AI Powerhouse
Nov 04, 2025

AMD Stock in 2025: From Underdog to AI Powerhouse

A data-verified look at AMD’s rise in AI and data centres from underdog to US$400 billion powerhouse, with 12-month price targets and key risks.

Portfolio Parrot
Portfolio Parrot
Stock FocusStock Focus
Meta Platforms ($META): AI’s Promise or a Costly Distraction?
Nov 01, 2025

Meta Platforms ($META): AI’s Promise or a Costly Distraction?

Meta Platforms re-emerges as a cash-rich tech leader, betting heavily on AI and infrastructure. Can its massive spending power drive real growth or erode margins?

Portfolio Parrot
Portfolio Parrot
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Meta’s $15.9 Billion Wake-Up Call: Why the Stock Plunged Despite Strong Growth
Oct 30, 2025

Meta’s $15.9 Billion Wake-Up Call: Why the Stock Plunged Despite Strong Growth

Meta Stock Dip Explained: Tax Shock, AI Spending, and Market Reactions. Meta’s stock plunged 11% after Q3 2025 results despite 26% revenue growth.

Portfolio Parrot
Portfolio Parrot
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Why I’m Holding UnitedHealth: A 9-to-5 Investor’s Perspective
Oct 27, 2025

Why I’m Holding UnitedHealth: A 9-to-5 Investor’s Perspective

A data-driven look at why UnitedHealth ($UNH) remains a core long-term holding. Includes reasons to buy, hold, or sell, plus bull, base, and bear price scenarios.

Portfolio Parrot
Portfolio Parrot
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Tesla 2025: Betting on the Future of Mobility, Energy, and Automation
Oct 21, 2025

Tesla 2025: Betting on the Future of Mobility, Energy, and Automation

Tesla remains a bold bet on autonomy, AI, robotics, and energy. Explore the 2025 investment thesis with bull, bear, and base scenarios for long-term investors.

Portfolio Parrot
Portfolio Parrot
ETF & Fund FocusETF & Fund Focus
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Passive Giants, Concentrated Power: What the Biggest Fund Managers Actually Own in 2025
Oct 13, 2025

Passive Giants, Concentrated Power: What the Biggest Fund Managers Actually Own in 2025

Global ETFs have swelled to roughly $17–18 trillion and total asset management has reached a record $147 trillion in mid-2025, concentrating market influence in a handful of firms and a familiar set of mega-cap stocks.

Portfolio Parrot
Portfolio Parrot
Stock FocusStock Focus
Hardware + Software Dual-Play Stocks: Fortresses & Moonshots
Oct 09, 2025

Hardware + Software Dual-Play Stocks: Fortresses & Moonshots

Companies that master hardware and software create flywheels of growth. From Apple to QUBT, here’s the dual-play landscape in 2025.

Portfolio Parrot
Portfolio Parrot
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Kratos Defense: The $100 Drone Stock Powering America’s Next Military Revolution
Oct 07, 2025

Kratos Defense: The $100 Drone Stock Powering America’s Next Military Revolution

Blending Silicon Valley speed with Pentagon contracts, Kratos sits at the centre of the defence-tech supercycle from loyal wingman drones to software-defined satellites.

Portfolio Parrot
Portfolio Parrot
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