The market still perceives Broadcom ( AVGO ) as any other semiconductor giant basking on the AI CapEx train. But such a consensus opinion proves old, and indeed dangerous, since it fails to capture theHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Sty ...

Since my last coverage , on Rocket Lab (NASDAQ: RKLB ) stock has skyrocketed by 67.7% compared to 7.4% for the S&P 500. The last 'buy' article was based on Q1-FY25 results, backlog, Rocket Lab's vision of the infrastructure layerHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. busi ...

Since my last coverage , Apple (NASDAQ: AAPL ) is up 6.4%, sloghtly below S&P 500’s 6.8% run. Apple’s fortress-like ecosystem is its secret weapon, an interconnected web of 2.4 billion active devices that all butHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Inv ...

Since my last coverage , Super Micro Computer ( SMCI ) has surged 46% off its ~$30 base, validating the view that Q3’s margin dip was a timing reset, not structural weakness. As predicted, the company is now positioning ahead of theHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. b ...

Since my earlier bullish call , SoFi Technologies (NASDAQ: SOFI ) stock has surged 27%, approaching the earlier target price of $20/share, steadily closing in on that mark. But the rally isn’t just price momentum, it’s underpinned by aHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K ...

Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

Since my last coverage in May , Nebius Group ( NBIS ) is up 35%, a solid gain, but CoreWeave ( CRWV ) has surged over 200% since my earlier coverage in April, dominating the AI infrastructure spotlight. TheHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investmen ...

Since the last coverage , Hims & Hers Health, Inc. (NYSE: HIMS ) stock has delivered a stock return of 89.5%, far beyond the S&P 500’s ( SP500 ) -0.85% decline. The last thesis wasHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting high-pot ...

Company Performance - CrowdStrike's stock has achieved a 25% price return since the last coverage, outperforming the S&P 500's 13% price gain despite a July 2024 outage [1] Investment Thesis - The investment thesis for CrowdStrike is based on its cloud-first, AI-native Falcon platform, which is positioned as a modular cybersecurity product [1]

Hi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting high-potential winners before they break out, focusing on asymmetric opportunities (with at least upside potential of 2-3X outweighing the downside risk). By leveraging market inefficienci ...