#US Stocks

ServiceNow beat every line and re-accelerated cRPO to 21.5%, yet the gap-up vanished in 16 minutes. Why a beat went nowhere, and the $130 target.

SanDisk fell 11% on the day Bernstein raised its target to $3,000. Four reasons good news turned into a sell signal, plus the downside scenarios.

Intel +97% against AMD +28% after earnings, decomposed with P/S normalization, SOTP, and a cycle-peak scorecard. Targets: INTC $104, AMD $413.

Intel rose 97% and AMD 28% after earnings. A plain-English look at the two rivals, the 'AI inference needs CPUs too' story, and which one to buy.

Cloudflare (NET) was thriving, then cut 1 in 5 employees and crashed 24%. What the company actually does, and whether it is really in trouble.

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.

Datadog beat revenue by 32%, lifted FY26 guidance from 19% to 26%, and re-accelerated non-AI customers. What it does, and whether to buy now.

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.

A $1,000 stake in DigitalOcean last May is worth $5,130 today. AI revenue up 221%, FY27 guidance above 50%. What drove the 5x, and can you still buy?

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.

₩1M invested last May would be ₩33M now. The USB-stick maker rose 3,685% after its spin-off as AI giants pre-booked $42B of memory. What happened.

ServiceNow was perfect on revenue, profit and cash flow, but one line about a 'slight slowdown' triggered a 17.75% crash. Markets trade acceleration.

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.