Micron Technology (MU) Pre-earnings Analysis Micron Technology is one of the three major global memory chip manufactures alongside Samsung and SK Hynix. The company is a leading manufacturer of memory and storage products, with their data storage solutions for data centers being a big hit in recent months. Micron’s leaders were smart enough to invest heavily in the AI memory revolution, particularly in high bandwidth memory (HBM), which achieves better speeds and efficiency for its customers. Micron works with AMD and supplies Nvidia’s GPU platforms, helping solve the memory bottleneck in the AI race. After falling 49% in 2023, Micron’s revenue bounced back at a rapid rate in the past 24 months. The company’s AI focus and storage solutions have...
Rigetti Computing (RGTI) Analysis The quantum race is on, but there’s little evidence of who will win just yet. New names like Rigetti Computing, IonQ, and D-Wave became a sensation on the market in 2025, however their overall risk and early stages make them a high risk bet on the exciting industry. One has to note that these guys aren’t really competing with each other, they all are aiming to serve a different purpose in the quantum space, but they are competing against other, massively funded companies like IBM and Google. All of these companies are spending exponentially in an attempt to become the next Nvidia of quantum computing. Investors looking at names like Rigetti should mostly be focused on...
Hewlett Packard Enterprise (HPE) Pre-earnings Analysis The artificial intelligence boom is reviving growth for legacy companies like HPE, especially as the company attacks the opportunity in full force. This isn’t the old Hewlett Packard we grew up with, the one selling servers and storage in a slow growth market. The new HPE is aggressively pivoting into AI systems, high performance computing, hybrid cloud, and AI networking, and the numbers finally show it. How are they doing this? The company has spent the last three years repositioning itself for AI workloads. They built high performance systems that run AI training, powered by Nvidia and AMD GPUs. Their GreenLake “AI cloud” service gives enterprises access to supercomputing as a service. And finally,...
Salesforce (CRM) Pre-earnings Analysis Salesforce investors are hoping for a turnaround in the stock before the year ends as the company’s valuation sits 30% below where it started the year. The best chance for a turnaround boost could come from earnings, which are expected today after market close. Why has Salesforce sold off this year?It wasn’t necessarily a fault of their own, the company has great execution and dominates the customer relationship management (CRM) space. However investors weren’t so interested in mature businesses in 2025, they were more focused on hyper-growth. Sure, Salesforce posted a strong 8% and 10% revenue growth in the past two quarters, but that’s nothing compared to semiconductors and hyperscalers posting 30-60% revenue growth. Salesforce is...
VinFast Auto (VFS) Analysis VinFast is attempting to become another legacy name in the automotive industry with electric vehicles as the entry way. The company has 2-3 major models along with other products like electric scooters and e-buses, but the majority of their revenue is coming from vehicle sales. The company’s’ revenue growth has been strong, with last year posting 77% growth and the first two quarters of this year averaging a faster pace. While year over year growth is notable, it’s not enough to make VinFast a sound investment on its own. As a vehicle manufacturer, it’s easy to see strong revenue growth because you’re selling a high ticket item. In this case, VinFast is entering one of the...
