Key Takeaways ALAB shares soared 146% in three months, far outpacing its sector and industry. Strong demand for Aries, Taurus and Scorpio products is driving ALAB's revenue growth. Despite portfolio gains, ALAB faces stiff competition from PCIe and trades at a premium valuation. Astera Labs (ALAB) shares have surged 146.4% in the past three-month period, outperforming the broader Zacks Computer & Technology sector’s rise of 15% and the Zacks Internet - Software industry’s growth of 1.3%. The outperformance ...

Sanmina (SAMN) shares plunged 8% during Tuesday market action following its nearly 23% surge on Monday related to the AI infrastructure deal between Advanced Micro Devices (NASDAQ:AMD) and OpenAI (OPENAI). Sanmina is in the process of acquiring AMD's ZT Systems ...

Key Takeaways Nebius is scaling data centers across multiple regions to meet surging AI compute demand.The company targets 220MW of power by year-end and more than 1GW by 2026.New facilities in New Jersey, Finland and near London mark key milestones in its expansion.Nebius Group N.V. (NBIS) is scaling aggressively to capture the surging demand for AI compute, positioning itself as a fast-emerging player in the global AI infrastructure market. The company recently reported more than doubling its revenues fro ...

Key Takeaways Meta's deal with CoreWeave, worth up to $14.2B, extends through 2031 with potential expansion to 2032.CoreWeave's OpenAI and META partnerships enhance its credibility and long-term revenue visibility.Nebius and Microsoft remain strong competitors as AI-cloud demand and capital investments surge.CoreWeave’s (CRWV) position in the rapidly growing AI infrastructure market is likely to get a boost following its recent deal with Meta Platforms (META) . Under the partnership, CRWV will supply META w ...

Our CMO @SamPearton spoke at @tech_talia in Rome on Saturday, alongside leaders from @animocabrands, @nebiusai and top VCs, government representatives, and founders from around the world, exploring the future of AI infrastructure, identity, and trust. https://t.co/EfIoV0wlll ...

Christina Minnis, global head of credit and asset finance at Goldman Sachs, discusses investing in AI infrastructure, the strength of the US economy, credit spreads, and her outlook for the return of large M&A transactions. She speaks with Dani Burger on the sidelines of the Women, Money & Power event in London. ...

Meanwhile, we are watching shares of Cororeweave. They are surging today after signing a 14 billion dollar AI infrastructure deal with Meta. The announcement comes just days after Cororeweave expanded an agreement with OpenAI.Our next guest is bullish on the company, initiating coverage of Coree with a buy rating, a $175 price target earlier today. Joining us now, Amit Dariani, senior managing director at Everore ISI. Amit, great to have you with us.Um it it sounds like you started your initiation prior to ...

Group 1 - The article highlights the undervaluation of Dell Technologies Inc. as it transforms into an AI infrastructure giant, with the stock price increasing since the initial bullish call in March [1] - Pythia Research focuses on identifying multi-bagger stocks in the technology sector, utilizing a multidisciplinary approach that combines financial analysis, behavioral finance, and alternative metrics to uncover high conviction investment opportunities [1] - The research emphasizes that market movements are influenced by perception, emotion, and bias rather than solely on fundamentals, leading to persistent inefficiencies that can signal breakout opportunities [1] Group 2 - The analysis seeks to identify disconnects in investor behavior, such as status quo bias and fear of uncertainty, which can obscure recognition of companies with unconventional growth paths [1] - The process involves deep research and signals that others may overlook, including shifts in narrative, social traction, and underappreciated momentum in user adoption, which can precede significant market moves [1] - The focus is on conviction plays with a favorable risk/reward profile, aiming for limited downside and explosive upside, based on the belief that the best returns arise from understanding where investor belief lags behind reality [1]

Group 1 - The article highlights the undervaluation of Dell Technologies Inc. as it transforms into an AI infrastructure giant, with the stock price increasing since the initial bullish call in March [1] - Pythia Research focuses on identifying multi-bagger stocks in the technology sector by combining financial analysis with behavioral finance and alternative metrics to assess high conviction investment opportunities [1] - The approach emphasizes understanding market sentiment and investor behavior, recognizing that markets are influenced by perception and emotion rather than just fundamentals [1] Group 2 - The research process involves analyzing psychological factors that create market inefficiencies, such as herd mentality and recency bias, which can lead to mispricing and potential breakout opportunities [1] - The strategy includes looking for early signals of growth, such as shifts in narrative, social traction, and user adoption, which can indicate future exponential moves [1] - The focus is on conviction plays with a favorable risk/reward profile, aiming for limited downside and significant upside potential, based on the belief that the best returns come from recognizing where belief lags behind reality [1]

Microsoft just signed a deal that is bigger than the GDP of some countries and it's all about GPUs. They just signed this deal with the sponsor of this video, Nebius. Nebus is a relatively new player in the AI infrastructure space, but they locked in a $17.4% billion 5year deal with Microsoft to power their biggest AI projects.Now, you know, Microsoft is now creating their own models. They need a ton of pre-training inference. They need a ton of post-training.So this is all going to be powered by not only A ...