
I say probably $Microsoft(MSFT.US)
The main reason is every uses Microsoft be it in work or home. It is impossible to not own such a blue chip stock for the next 10 years. In addition, Azure has done w...
$Microsoft(MSFT.US)Microsoft has entered a valuation digestion phase after the last quarter's earnings report, with the pre-earnings pullback being more of a technical de-risking move. Historically, t...
$Meta Platforms(META.US)
so…Zucks going after GCP, AWS, and Azure now?makes sense…all this extra compute…can easily monetize it with the seeming unrelenting demandmeta becomes a cloud play?Source: amit...
Marked by the release of ChatGPT at the end of 2022, the AI frenzy over the past three years has swept through every sector, from computing power, storage, networking, manufacturing, power infrastruct...
The following are the minutes of NVIDIA's FY2026 Q3 earnings call, compiled by Dolphin Research. For an interpretation of the earnings report, please refer to the article 'More Important Than Non-Farm...








