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Dec 26, 2025

Celestica Stock Thesis: The AI Hardware Boom Meets Reality

Celestica has moved from contract manufacturing into AI data-centre infrastructure. Growth is real. So are valuation, concentration, and cycle risk.

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Dec 24, 2025

Amphenol (APH): The Hidden Backbone of AI Hardware

Amphenol sells the connectors, cables, sensors and fibre that power AI, EVs and networks. Big growth, bigger M&A, and a premium valuation.

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Dec 22, 2025

ASML: The EUV Chokepoint Powering AI’s Chip Complexity

ASML’s EUV and High-NA roadmap sits at the centre of sub-2nm chipmaking, with 2030 targets of €44–€60B sales and 56–60% gross margin.

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Dec 07, 2025

The Stocks Positioned for Nvidia and Broadcom-Like Growth by 2030

Exploring the companies sitting in AI manufacturing, silicon and networking bottlenecks that could benefit from the next wave of infrastructure spending.

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Nov 29, 2025

Meta Platforms: AI, Ads And The Rising Cost Of Dominance

Meta is pouring tens of billions into AI infrastructure while its ad engine throws off record cash. Here is how the numbers stack up and where risks sit.

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Nov 26, 2025

Why Big Tech Still Can’t Get Away From Nvidia

Big Tech is pouring billions into custom chips to lower their Nvidia bill. Yet Nvidia’s data center revenue just hit a record 57 billion dollars in a single quarter. Here is why both things are true at the same time.

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Nov 20, 2025

NVIDIA Q3 FY26 Earnings Explained: Is NVDA Entering Its Strongest Growth Phase Yet?

From soaring data-centre sales to record AI chip demand, here’s what investors need to know after NVIDIA’s blowout quarter.

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Nov 18, 2025

Nvidia NVDA Bull, Base, Bear: 3-Year AI Scenario Map

Nvidia's $4.5T AI valuation hinges on AI capex, moat durability and geopolitics. This 3-year bull, base, bear roadmap frames NVDA's risk-reward.

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Nov 18, 2025

Nvidia Q3 Earnings Playbook: Blackwell, Margins, Guidance

A concise pre-earnings guide to Nvidia’s Q3 FY2026: the revenue bar, data centre demand, Blackwell ramp, export risks and the scenarios traders are pricing in.

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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.

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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.

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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.

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