Tech U.S. Community
Our community narratives are driven by numbers and valuation.
Tech U.S. Investing Ideas
Coherent Corp. (COHR): The Silicon Photonics Powerhouse – Joining the S&P 500 Benchmark in 2026.
Coherent Corp. (COHR) has reached a historic valuation milestone, trading at $248.89 as of the March 6, 2026, market close, following the announcement that it will join the S&P 500 on March 23.Read more
Apple will shine with a projected profit margin increase reaching 27%
Buying Apple stock is a little like planting a tree and watching it grow over time. Apple Inc.Read more
Federal Policy Creates a Strategic Tailwind for IONQ
The White House is preparing a sweeping executive order to modernize U.S. quantum technology policy, signaling a stronger federal commitment to accelerating commercialization, infrastructure build-out, and workforce development across the quantum sector. The initiative would align major agencies under a unified national strategy, marking a meaningful shift from fragmented research support toward coordinated deployment and adoption.Read more
Perfect Hardware, Dated Software: Why I See Apple at $100 in 3 Years
Apple is a fantastic company for having perfected the design and hardware of our various tools—computers, smartphones—all with software designed in the 2000s to maximize their capabilities. What does the future hold for this company?Read more
OK boomer: No longer a product company
This narrative is primarily based on Ben Thompson's (Stratechery) view that Apple has transitioned from being a product-driven company to a services-oriented one. While the iPhone remains central to Apple's business, hardware differentiation has plateaued.Read more
SMCI's Opportunities Are Clear But Risks Are Rising
Super Micro Computer (SMCI) as a leading manufacturer of high-performance AI servers, is capitalising on the explosive demand for GPU-accelerated computing. The company's primary competitive advantages are its operational agility and a deep partnership with NVIDIA, which allow it to deliver the latest server systems to market faster than larger competitors like Dell and HPE.Read more
MicroVision will explode future revenue by 380.37% with a vision towards success
The MicroVision ($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
IonQ and Major Players Eyeing a $118.69 Fair Value Amid Quantum Growth
IonQ continues to advance in the quantum computing sector, with its Tempo system (100 qubits) demonstrating benchmark-leading performance. Key partnerships with AWS, Microsoft Azure, Google Cloud, and industry players such as AstraZeneca and NVIDIA highlight early commercial adoption.Read more
Apple's Dwindling Innovation May Lead to a Future with 3.5% Revenue Growth
Apple faces significant headwinds, centred on two core threats: being outpaced in the crucial AI race and signs that the iPhone's phenomenal growth has ended. This combination threatens the company's premium stock valuation, with projections showing revenue growth could slow to around 3.5%, falling more in line with the broader, less dynamic tech hardware sector.Read more
