Do you guys remember when Navitas (NASDAQ: NVTS ) was a $2 stock? It took a big venture prospect with Nvidia ( NVDA ), which boosted the stock to the $6.50 mark we see today. AtI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is ...

With hundreds of options to choose from in equity markets, it can sometimes be challenging to separate the wheat from the chaff. However, some corporations appear attractive enough that investing in them almost seems like a no-brainer.In my view, that description applies to Amazon (AMZN -0.13%) and Shopify (SHOP 0.82%), two e-commerce leaders. These companies have historically crushed the market over the long run, and they should continue doing so through the next decade. Here is why. 1. AmazonAmazon's e-co ...

Core Insights - UniFirst Corporation has been recognized for 22 consecutive years on Selling Power's list of the "60 Best Companies to Sell For in 2025," highlighting its strong sales culture and commitment to customer service [1][4]. Company Overview - UniFirst is a North American leader in providing customized business uniform programs, facility service products, and first aid and safety services [1][6]. - The company serves over two million uniform wearers across North America, including more than half of the Fortune 500 companies [4]. Sales Culture - The company's sales culture is built on its Founding Core Values: Customer Focus, Commitment to Quality, and Respect for Others [3]. - UniFirst empowers its sales teams to understand customers' businesses deeply, enabling them to develop innovative strategies that address unique challenges [3][4]. Recognition and Evaluation - Selling Power evaluates companies based on their supportive and collaborative sales culture, with a focus on professionalism, trust, and empowerment [4]. - The recognition reflects UniFirst's long-term success in sales and customer engagement [4]. Recruitment and Growth - UniFirst is actively recruiting talented individuals to join its award-winning sales team, indicating ongoing growth and expansion [5].

Apple (AAPL 0.54%) held the title of world's largest company for several years, but it has since relinquished that title to Nvidia (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT), likely for good. However, I don't think that's the last stop for Apple. Judging by the company's lack of new innovative products, coupled with a practically non-existent AI strategy, I wouldn't be surprised if other companies pass Apple in terms of market cap over the next few years.Three companies that I think can surpass Apple by 20 ...

When it comes to consumer-facing businesses with long-term growth potential, a few companies stand out. While technology stocks get a lot of attention, and deservedly so, the consumer space is also full of solid companies with long growth trajectories.Here's a look at five consumer-focused stocks built for growth to buy and hold for the the long haul.AmazonThere is a reason why Amazon (AMZN -0.13%) has grown to become one of the world's largest companies: It isn't afraid to innovate and it invests to win. Y ...

Third Point's billionaire chief showed Tesla the door and loaded up on the hottest name in the artificial intelligence (AI) arena during the first quarter.If there's one thing investors are never short of on Wall Street, it's data. Trying to digest an onslaught of earnings reports each quarter, as well as near-daily economic data releases, can sometimes be overwhelming. It also makes it easy for something important to fall through the cracks.For example, an argument can be made that the filing of Form 13F w ...

A sea change is happening within the U.S. military, and it could benefit Palantir.Artificial intelligence (AI) has been around in some form or fashion for over 50 years, but recent developments in the field of generative AI have attracted the attention of Wall Street and Main Street alike. These new AI systems have the ability to refine and distill massive amounts of data, create original content, and streamline processes -- thereby increasing productivity. Potential applications abound, and individuals, bu ...

V i e w p o i n t | 07 Jul 2025 02:00:00 ET │ 15 pages NVIDIA Corp (NVDA.O) Mid-Q Update – Lifting TP to $190 on Expanded AI TAM CITI'S TAKE We raise TP on Nvidia to $190 on AI TAM expansion. We model total 2028 data center semis AI TAM to now reach $563B or 13% above our prior expectation of $500B (Figure 3). The 4% increase in compute TAM is driven by higher-than-expected sovereign AI demand. Moreover, there was discussion of 10k GPUs or a supercomputer required per 10k employees at enterprises for agenti ...

Core Viewpoint - Vertiv is facing potential competition from Amazon in the cooling technology sector, which has led to a decline in its stock price by 7.3% following the news [1][2]. Group 1: Competition and Market Dynamics - Amazon is advancing in liquid cooling technology for its P6e-GB200 Ultra Servers, which enhances compute density and supports Nvidia Blackwell GPUs on AWS [3][4]. - The new custom liquid cooling system developed by Amazon was created in just 11 months and is now being deployed, indicating a significant move into the cooling technology space [4]. - Amazon has evaluated multiple liquid cooling solutions from other vendors but found them unsuitable for AWS, which may indirectly reference Vertiv [5]. Group 2: Implications for Vertiv - Vertiv's stock has increased approximately tenfold since 2022, largely benefiting from the AI boom, and it reported a 25% organic net sales growth in the first quarter [6]. - While Vertiv's near-term prospects appear solid, the entry of Amazon into the cooling technology market could pose challenges to its growth trajectory [6].

Key Takeaways Higher operating costs and macro uncertainty may hurt TTD's profitability and demand. Higher operating costs and macro uncertainty may hurt TTD's profitability and demand. TTD expects a 38% adjusted EBITDA margin, aided by AI tools like Kokai and growing CTV momentumThe Trade Desk, Inc. (TTD) expects at least $682 million in revenues for the second quarter of 2025, implying approximately 17% year-over-year growth. It is to be noted that in the first quarter, the company recorded 25% year-ove ...