Buying the Dip: Microsoft and XLK After the Tech Reset
Microsoft and US mega-cap tech have pulled back on AI capex and margin concerns. This breakdown explains why the move looks like a reset, not a breakdown.
Tower Semiconductor (TSEM): The Quiet Bandwidth Bottleneck in AI
Tower Semiconductor sits behind AI’s real constraint: bandwidth. Silicon photonics and RF drive upside, but execution and utilisation decide the outcome.
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.
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.
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.
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.
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.
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.
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.
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.
Meta Platforms ($META): AI’s Promise or a Costly Distraction?
Meta Platforms re-emerges as a cash-rich tech leader, betting heavily on AI and infrastructure. Can its massive spending power drive real growth or erode margins?
Why I’m Holding UnitedHealth: A 9-to-5 Investor’s Perspective
A data-driven look at why UnitedHealth ($UNH) remains a core long-term holding. Includes reasons to buy, hold, or sell, plus bull, base, and bear price scenarios.
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.
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.
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.
