Oliver Rodzianko

CrowdStrike's proactive response to the crisis suggests robust short-to-medium-term growth. Read why CRWD stock may work better as a five-year investment.

Northrop Grumman’s stock: Geopolitical tensions may boost short-term gains, but long-term growth could be limited under Trump's leadership. Read more here.

I’m currently neutral on Taiwan Semiconductor Manufacturing ($TSM), also known as TSMC, as I consider it overvalued amid high AI demand. Although the company has an...

Is Intuitive Surgical a buy or hold? Find out why the leading robotic surgery company may be overvalued and whether it's worth waiting for a better entry.

Oliver Rodzianko 8 min read In this article ASML ( NASDAQ:ASML ) is well-known among technology investors as "the most important tech company you've never heard of."

PDD shows strong growth potential with a 37% CAGR over two years, making it a promising short-term investment amid market slowdown. See more here.

Arm's EV-to-EBITDA ratio is unsustainably high, implying a -10.43% annual decline in enterprise value by 2029 based on conservative growth and valuation...

NICE's current enterprise value is significantly lower than its intrinsic value. Find out why the stock is a Buy.

Looking from the outside in, Nvidia ($NVDA), AMD ($AMD), and Intel ($INTC) are all strong investments to capitalize on the current semiconductor boom driven by AI. ...

Oracle's valuation multiples have expanded significantly, exceeding historical averages and peers. Find out why ORCL stock is a Hold.