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Don't Fear AI Bubble, There Will Be Winners - Tech Contrarians
Tech Contrarians on stretched sector valuations. AI-driven spending raising sustainability concerns and potential bubble risks. Intel is a standout va...
Oracle: The 'Nvidia Moment' Is Here And I'm Loading Up
Oracle has transformed from a legacy software provider into a leading cloud and AI infrastructure player, rivaling major hyperscalers. ORCL's massive ...
Intel's Comeback Is Just Getting Started (Rating Upgrade)
Intel Corporation is upgraded to a Buy, reflecting renewed optimism after a 67% YTD rally and strategic progress. Recent CHIPS Act funding, SoftBank a...
MercadoLibre: Two Times Three Is $100 Billion
MercadoLibre (MELI) dominates Latin America's ecommerce and fintech sectors, leveraging its strong presence in Brazil, Mexico, and Argentina. ...
CoreWeave: The Takeoff Recovery Has Already Started (Upgrade)
CoreWeave, Inc. is well-poised to gain from the unprecedented surge in AI CapEx, reaching into the multi-trillion dollar range through the rest of the...
