#Stock Analysis

Post-earnings deep dive on Nebius, CoreWeave and IREN across EV/Sales, EV/ARR and SOTP. Targets: NBIS $245, CRWV $115, and IREN $62 in the base case.

Samsung, SK Hynix, Micron and SanDisk across revenue growth, P/S normalization and SOTP. Top pick SK Hynix, with Micron at a 16.7x peer premium.

Cloudflare beat with revenue up 34% and still fell 24.3% in one session. We decompose the 1,100 layoffs, margin compression, and our $225 target.

A 32% revenue beat, FY26 guidance raised 7 points, and a re-accelerating non-AI cohort drove a 31% single-session surge. How we get to a $230 target.

DigitalOcean double-beat, AI ARR rose 221%, and FY27 guidance jumped from 30% to over 50%, sending shares up 40% in a session. Our $185 target.

SanDisk posted revenue up 251% with 78.4% gross margin and $42B locked into multi-year contracts. The NBM model, and how we reach an $1,800 target.

ServiceNow beat on revenue, EPS, cRPO and FCF and still fell 17.75%. Dissecting the multiple compression: three quarters of cRPO deceleration, and Armis.

Palantir scores near-perfect on fundamentals, but one critical weakness holds it back. Ten metrics that set a fair value for PLTR right now.

ServiceNow stock crashed 53% from highs, but 98% of customers never leave. We score 10 key fundamentals, compare NOW vs CRM vs WDAY, and estimate fair value.

Q4 revenue +70%, Rule of 40 = 127, 1,300+ AIP Bootcamps. Beyond geopolitical momentum — five structural reasons behind Palantir's rebound, backed by data.

DigitalOcean climbed from $25 to $68 in under a year. The AI pivot, the financials, four key risks, and what to watch in the coming Q4 print.

Wall Street analysts' words and trades diverge by 67% to 88%. A data-driven case for caution on NVIDIA and for avoiding Palantir at current prices.