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Why NVIDIA Is Not Yet In Its Hype Cycle (NASDAQ:NVDA)

Why NVIDIA Is Not Yet In Its Hype Cycle (NASDAQ:NVDA)
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Jeremy-siegel , Jensen-huang , Yoy-company-filings , Nvidia , Margin-company-filings , Revenue-yoy-company-filings , Last-coverage , Last-article , Seeking-alpha , Revenue-yoy , Company-filings , Gross-profit-margin

Super Micro Computer Stock: Due For A Time Correction (NASDAQ:SMCI)

Super Micro Computer Stock: Due For A Time Correction (NASDAQ:SMCI)
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David-weigand , Charles-liang , Revenue-yoy-total-company-filings , Nvidia , Yoy-company-filings , Net-new-yoy-company-filings , Micro-computer , Hunting-alpha , Company-filings , Hunting-alpha-analysis , New-yoy , Edge-iot

NVIDIA Q4 Preview: A Post-Earnings Correction Can Be A Buy Opportunity (NASDAQ:NVDA)

NVIDIA Q4 Preview: A Post-Earnings Correction Can Be A Buy Opportunity (NASDAQ:NVDA)
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Jensen-huang , Microsoft , Company-filings , Nvidia , Yoy-company-filings , Networking-growth-compute-company-filings , Business-opportunity , Hunting-alpha , Seeking-alpha , Last-article , Key-trackers , Hunting-alpha-analysis

Microsoft Q4 Preview: Winning From AI-Led Product Supremacy

Performance assessment In my initiating coverage of Microsoft (NASDAQ:MSFT), I was bullish as I believed the company had a headstart in the AI boom. This initial thesis is playing out very strongly so far. However, I had changed my 'Buy' stance to one that still recognized the bullish operating momentum, but issued a 'Neutral/Hold' onPerformance assessment In my initiating coverage of Microsoft (NASDAQ:MSFT), I was bullish as I believed the company had a headstart in the AI boom. This initial thesis is playing out very strongly so far. However, I had changed my 'Buy' stance to one that still recognized the bullish operating momentum, but issued a 'Neutral/Hold' on ยป The FINANCIAL Markets ....

Keith-weiss , Satya-nadella , Ashwath-damodaran , Amy-hood , Company-filings , Assumptions-total-revenue-yoy-company-filings , Margin-company-filings , Microsoft , Visa , Azure-yoy-company-filings , Oracle , Yoy-company-filings

Microsoft Q4 Preview: Winning From AI-Led Product Supremacy (NASDAQ:MSFT)

Microsoft Q4 Preview: Winning From AI-Led Product Supremacy (NASDAQ:MSFT)
seekingalpha.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from seekingalpha.com Daily Mail and Mail on Sunday newspapers.

Satya-nadella , Stephen-brashear , Ashwath-damodaran , Keith-weiss , Amy-hood , Margin-company-filings , Visa , Revenue-yoy-total-company-filings , Top-revenue-source-diversification-company-filings , Yoy-company-filings , Company-filings , Azure-yoy-company-filings