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Showing posts with the label semicon

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AAPL, iPhone 17’s Friction Problem: Why Apple’s Premium Narrative Could Crack Before iPhone 18 Arrives

on December 24, 2025

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AMD, From 100°C CPUs to the AI Arms Race: Why AMD Is Still a Dangerous Stock to Trade

on November 30, 2025

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INTC, Intel: Wounded Giant at a Crossroads – Why I’m Still Betting on a Comeback

on November 29, 2025

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MU, Micron in the Middle of a Memory Super-Spike: Structural Re-Rating or Just Another Cycle?

on November 23, 2025

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Popular Posts

PLTR, Palantir Beyond the Hype: What the Company Really Does, How It Makes Money, and the Risks You’re Buying

I strongly recommend reading this article all the way to the end; your money is precious, and knowledge is what protects it. 1. Why so many people hold Palantir without really knowing it Palantir (PLTR) has become one of the core “AI plays” in the U.S. market. It’s widely owned by retail investors, heavily debated on social media, and often lumped together with generic AI hype. But when you actually ask people what Palantir does, beyond “some kind of AI and data stuff for governments,” the answers get vague very quickly. If you don’t understand what the company sells, who the customers are, and how the contracts work, you can’t reasonably judge whether the stock is overvalued, fairly valued, or still cheap. This article is about closing that gap: a plain-language breakdown of Palantir’s business, its potential, its risks, and a cautious view on the share price. 2. What does Palantir actually do? At the highest level: Palantir builds software platforms that help very large organizatio...

GOOG, The Giant Hiding in Your Search Bar: Why GOOG and GOOGL May Be the Best Growth Stock Left

I strongly recommend reading this article all the way to the end; your money is precious, and knowledge is what protects it. Google Isn’t “Just” Google: Why It Trades Under Multiple Tickers When you open your brokerage app and type “Google,” you don’t see just one stock – you see Alphabet Inc. with at least two tickers: GOOGL and GOOG . For many investors this looks unnecessarily confusing, almost like there are two different Googles. In reality, it’s one company with a deliberately engineered share structure that tells you a lot about how management thinks about control, growth, and the future. Alphabet today is one of the most valuable companies in the world. That alone should make us pause: this is not some boring, fully mature utility. It’s an everyday product wrapped around a gigantic, highly profitable, AI-driven technology empire. To understand why I personally see Google as one of the best growth names in the entire market , you first need to understand how it’s ...

AAPL, From Fading Icon to AI Cash Machine: Why I Still Expect Apple to Break $400 by 2030

I strongly recommend reading this article all the way to the end; your money is precious, and knowledge is what protects it. Apple has quietly shifted from being a pure “hardware growth rocket” to a gigantic cash machine built on iPhone, high-margin Services, and its own silicon, even as its aura as an untouchable innovation icon has clearly weakened. To break out of that stagnation, Apple is now betting heavily on Apple Intelligence (on-device AI), a rebooted spatial computing strategy, and deeper pushes into health, payments, and in-car software as its next growth S-curves. Based on that roadmap and today’s fundamentals, I personally expect AAPL to trade above $400 by 2029 and to settle into roughly a $380–$450 range by 2030 , assuming Apple executes reasonably well on AI, services, and ecosystem expansion. 1. Apple’s business today: a huge, stable cash engine Apple in the mid-2020s is no longer the scrappy disruptor that shocked the world with the original iPhone...

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