NVIDIA’s long-term growth trajectory continues to shine, powered by its leadership in AI, data centers, and next-generation computing. Based on a forward earnings model calibrated to the 10-year U.S. Treasury yield , the stock’s fundamental fair value stands at $188 per share.Read more

ARM sits at the center of modern chips used in everything from phones to new AI devices, which helps explain why long-term believers keep showing up. But the stock has started trading more on excitement than day-to-day business reality, making it powerful on the way up and fragile if the mood shifts.Read more

Alibaba’s Outlook Brightens Amid Attractive Valuation Metrics Alibaba Group’s future is increasingly promising, supported by strong fundamentals and a compelling valuation relative to risk-free benchmarks. Using a forward earnings-based approach, the company’s fair value is estimated at $318 per share.Read more