Says AI infrastructure supply still constrained, sees demand for Nokia's Infinera optics rising as compute spreads
What influencers are saying
Showing 10 of 50 influencer opinions.
Unlock everythingGives buy zone $9.89-$6.86 and sees price above $50, implying 6x upside.
Says AMD is near a top and warns upside is limited to at most 25% from current levels.
Says fundamentals are great but chart shows no bullish signs and expects price below $40 per share.
Says operating profit expected to more than 4x to ~$11B by 2028 as AIP moves into production with low incremental cost, making software stickier and more profitable.
Says valuation model suggests clear upside and he would keep buying more despite possible dips.
Says AMZN trades at lowest valuation ever and took a swing long at 253, with 200D SMA break as invalidation.
Argues BABA is mispriced given cash holdings and strong quarterly e-commerce EBITA.
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