Victor Dergunov

Hyperscalers’ earnings beat, but $700B+ AI CapEx raises ROI risks. Click for this updated look at the latest earnings from META, GOOG, MSFT, and AMZN.

The S&P 500 (SPX) is at risk of a near-term pullback and longer-term correction due to extreme AI-driven concentration and potential longer term overvaluation.

Snap Inc. stock outlook: user declines in North America/Europe and falling ARPU pressure growth despite low P/E. Click for this SNAP stock update.

The current AI-driven rally in infrastructure and chip stocks echoes late-stage dot-com and 2021 bubbles, with parabolic moves and signs of euphoria.

Nvidia Corporation earnings preview: margins, sales guidance, and AI chip rally impact. Click for this NVDA update and a look ahead.

Summary Micron has surged to a nearly $1 trillion valuation amid an acute memory shortage and intense market FOMO.

The S&P 500 rally is highly concentrated in AI-related stocks, with 85% of gains driven by a handful of hyperscalers.

Summary CrowdStrike (CRWD) has rebounded sharply from panic-driven lows but is now extremely overbought and overvalued.

Summary AI-driven stocks, especially major S&P 500 tech names, have surged to extreme valuations, with the index up 20% in two months.

Marvell (MRVL) surged 385% on AI datacenter hype, but high P/E and RSI 88 signal overvaluation and correction risk.