Beth Kindig

Big Tech’s AI spending continues to accelerate at a blistering pace, with the four giants well on track to spend upwards of a quarter trillion dollars primarily for AI...

Nvidia’s stock has left many investors wondering “what comes next” after the stock reached all-time highs. The stock is setting up for a strong 2025 due to pricing power

Nvidia beats Q3 revenue by $2B, with 94% YoY growth to $35B. Data center revenue tops $30B. Blackwell’s ramp by mid-2025 could drive 70% stock upside.

After a solid Q3 report and strong Black Friday sales that broke records once again, Shopify stock faces a key test in Q4 with multiple catalysts ahead.

Semiconductor stocks face increasing risk in 2025 as tariffs and geopolitical risk rise. I analyze which semiconductors have the highest and lowest exposure to China.

Broadcom's Q4 report was not its 'Nvidia moment', even as a rosy addressable market forecast propelled AVGO stock higher. I break down the challenges that lie ahead.

Nvidia's Blackwell GPU holds the potential to dwarf Hopper's revenue in the coming quarters. I discuss what lies ahead for NVDA and where I would buy NVDA stock in 2025.

2024 had countless winners and strong repeat performances from AI leaders like Nvidia, but 5 tech stocks took the market by surprise with significant outperformance...

Top 2024 Tech Analysis On Forbes From Leading AI Investment Firm

I believe quality analysis particularly in the tech sector can be hard to find. I highlight top calls from my firm's Forbes analyses during a strong year for AI stocks...