Chetan Woodun

Chetan Woodun Summary Nvidia maintains a strong moat in AI hardware despite Google's Gemini 3 Pro TPU advancements, with its CUDA ecosystem and more general-purpose GPUs.

Oracle (ORCL) is well-positioned to benefit from AI adoption by leveraging its integrated infrastructure, database, and applications, differentiating itself...

Chetan Woodun Summary I recommend a pair trade: Buy iShares MSCI India ETF and short iShares MSCI China ETF, capitalizing on their negative correlation.

Chetan Woodun Summary Palo Alto Networks, Inc. remains resilient amid AI-driven disruption fears, leveraging its hardware products and platformization strategy.

Chetan Woodun Summary Thales S.A. is rated Hold due to AI disruption fears and commercial sector exposure, despite strong defense positioning.

Palantir Technologies Inc. is rated Hold as AI rivals and recent Maven concerns pressure margins and valuation. Click for this PLTR stock update.

Get diversified exposure to AI tech stocks with Roundhill Memory ETF, trading at 6.4x earnings. Click here to read this recent analysis of DRAM.

Summary Citigroup has leveraged AI-driven productivity and modernization to outperform peer JPMorgan and the S&P 500 Information Technology sector, warranting a valuation re-rating.

Summary Dexcom (DXCM) is leveraging AI to drive operational efficiency and product innovation, positioning itself as a platform medical provider in CGM.

Filtronic (FLTCF) powers Starlink with GaN RF amps; SpaceX warrants add upside.