Raymond James just started coverage with a 20% upside target. The real case is bigger.
Chips Are Up 80% in Six Months. Q3 Earnings Will Be the Real Test.
The AI semiconductor thesis is intact. The valuation math heading into July is not forgiving.
Vertiv Is Up 84% in 2026. July 29 Is Now the Only Number That Matters.
A $15 billion backlog, 30% revenue growth, and Q2 earnings coming in four weeks.
Broadcom Is Down 25% From Its High. The Business Has Never Been Better.
Record AI revenue, a custom OpenAI chip, and a $1.8 trillion company trading at a discount.