Broadcom is leaning into the surge in demand for chips and networking gear used to power artificial intelligence, with a handful of major tech customers expected to scale up their deployments over the next few years. The big question is whether that AI spending keeps rising—and whether Broadcom can keep supply, competition, and its software integration on track.Read more

This is an initial draft of the Narrative TL;DR Ondas stock price has grown an astonishing 1,314% for the last year (from $0.76 to $10.75 USD) Ondas had 300% earnings growth compared to 2024 if we believe on the Q4 guidance (created based on 2025 q4 guidance) Leadership expects a 3x growth in 2026 A Fair Value of 17.83 if you expect the company to grow 250% on the following 5y, with a profit margin of 4% and discount rate of 10% to take into account current global risks (leaving Future PE to industry levels). That would mean current price is undervalued ~40%.Read more

Netflix is shifting from “subscriber growth at any cost” to a more balanced model that blends subscriptions with ads, while also branching into things like live events and gaming. A new push to use AI in production could cut time and costs on shows, but tough rivals and rising content commitments could still squeeze results.Read more