Tech U.S. Community
Our community narratives are driven by numbers and valuation.
Tech U.S. Investing Ideas
Corning's Revenue Will Climb by 12.73% in Just Five Years
I like the prospects of all the optical build out in AI data centers. The only supplier of glass for apple iPhone.Read more
SMCI's Opportunities Are Clear But Risks Are Rising
Super Micro Computer (SMCI) as a leading manufacturer of high-performance AI servers, is capitalising on the explosive demand for GPU-accelerated computing. The company's primary competitive advantages are its operational agility and a deep partnership with NVIDIA, which allow it to deliver the latest server systems to market faster than larger competitors like Dell and HPE.Read more
MicroVision will explode future revenue by 380.37% with a vision towards success
The MicroVision ($MVIS) Narrative Inflection: Valuing the Sum of the Parts For years, the market has viewed MicroVision (NASDAQ:MVIS) through a single, narrow lens: a high-risk, pre-revenue bet on automotive LIDAR. This has resulted in a valuation that, in our view, fails to capture the strategic pivot currently underway.Read more
Is IonQ (IONQ) on Course to Become the "Nvidia of Quantum"?
Following a landmark earnings report, a new "800-pound gorilla" has been uncaged. We analyze the three-part moat that has de-risked IonQ’s "100-Bagger" thesis.Read more
Scenario: We are approx. at a local bottom, life after the security breach, full recovery within 12-18 months.
Conservative Scenario: On Average for next 5 years (so, next 12 months these might be worse but it will eventually recover and could show these averages over 5 years): 8% yearly Revenue Growth Rate. 22% Margin.Read more
Scenario: 15% yearly Revenue Growth (past 5 years is cumulative 34.4%!), 35% Margin, 10% risk discount.
Conservatively assumes: 15% yearly Revenue Growth Rate (currently 17.22% as of 2025-11-12), assuming demand for network switches eventually tapers off. 35% Net Profit Margin due to increased competition for Market Share, Compensation, R&D, etc (currently a whopping 39.73% as of 2025-11-12).Read more
Navigating Tariff Turbulence with Resilience and AI-Driven Growth
As of April 12, 2025, Apple Inc. (AAPL) is navigating a complex landscape marked by significant challenges and resilient strengths.Read more
Apple: Updates
On 3-11 Apple just unvieled a concert experience with their Apple Vision Pro, proving to millions that they are holding the best technology currently in the market. It may be over-priced but with the technology and security features, it is a Must Have.Read more
SMCI is poised to regain momentum and capture a huge portion of the customized data center solutions space.
Management guidance (FY2025 Q2) -- $23 - $25bn revenue guidance for 2025, and positive about reaching $40bn in revenue for 2026, this is due to the DLC technology (Direct Liquid Cooling) that is expected to be adopted by an estimate of 30% of the new data center space. New Auditor & Special Committee -- After almost a 85% decline in share price after Hidenburg's (short seller) accounting manipulation report on the company, SMCI' has already increased their stock price in more than 200% expecting to release all of their adjusted and revised filings for FY2024 (10-K) and the first two quarters of 2025 (10-Q).Read more
