Alex Sirois

NVDA posted $81.6B in Q1 revenue while AVGO guided Q3 AI revenue to $16B, both capitalizing on the same hyperscaler infrastructure buildout.

NVIDIA's Q1 revenue hit $82 billion, up 85%, with Data Center Networking surging 199% as agentic AI multiplies token demand across every data center.

Quick Read NVIDIA's Q1 revenue hit $82 billion, up 85%, with Data Center Networking surging 199% as agentic AI multiplies token demand across every data center.

MSFT fell 6% over the past year despite 5 consecutive EPS beats, with capex surging 80% to $116 billion and squeezing free cash flow lower.

NBIS surged 34% and CRWV gained 19% after Q2 earnings, both citing AI compute demand outpacing supply despite operating at vastly different revenue scales.

LITE beat Q4 estimates with $1.01B in revenue, up 109% YoY, yet still trades 21% below Wall Street's $1,126 consensus target.

Quick Read Broadcom (AVGO) posted $10.8 billion in AI semiconductor revenue while Lumentum (LITE) grew total revenue 109% YoY, as optics move to the center of the AI buildout.

Intel's 362% rally prices in a perfect turnaround, but a 77x forward P/E demands foundry profitability proof before deserving a Buy.

Cantor's Brett Knoblauch raised CoreWeave's target to $178, backed by 130% revenue growth, a $104 billion contracted backlog, and 59% adjusted EBITDA margins.

Quick Read Cantor's Brett Knoblauch raised CoreWeave's target to $178, backed by 130% revenue growth, a $104 billion contracted backlog, and 59% adjusted EBITDA margins.