Nvidia’s $30B Perplexity Bet Extends the Compute Landlord Thesis Into AI Search
By Lena Park Publication Date: 2026-08-24 09:33:00 Analysis The chipmaker reportedly explored a licensing deal before pivoting to equity –…
Tag: Thesis
Nvidia’s $3 Billion Bet on Lancium Signals the Compute Landlord Thesis Has Reached the Power Layer
By Lena Park Publication Date: 2026-08-08 21:12:00 The bottleneck for AI has shifted from compute capacity to the electricity required…
The Core Bull Thesis Around Microsoft Remains Very Strong at $500
By Alex Sirois Publication Date: 2026-08-07 04:39:00 Microsoft (NASDAQ:MSFT | MSFT Price Prediction) at $499.86 sits at a pivotal level,…
Microsoft Maia Chip Talks With Anthropic Test Azure AI Investment Thesis
By Simply Wall St Publication Date: 2026-05-23 13:15:00 Find your next quality investment with Simply Wall St’s easy and powerful…
Investor who spied Nvidia AI thesis in ’16 has a new conviction call
By Kim Khan Publication Date: 2026-05-11 11:14:00 Lux Capital’s Josh Wolfe unveils “lifecording” investment strategy—AI wearables boom + arms-dealer component…
Nvidia to CPU Rotation: Durable Thesis or Crowded Trade? | Investing.com
By Investing.com Publication Date: 2026-05-04 07:14:00 The semiconductor leaderboard has quietly flipped over the past month, and the NVIDIA (NASDAQ:)…
Nvidia's $20 Trillion Thesis Is Intact – My 2026 Allocation Isn't
By Beth Kindig Publication Date: 2026-05-01 14:25:00 Nvidia Corporation stock outlook: why a $20T market cap by 2030 is possible.…
Oracle received an Outperform rating from Wedbush in its initial coverage of the residue-led growth thesis.
By @proactive_x Publication Date: 2026-04-24 12:34:00 Oracle Corp (NYSE:ORCL, XETRA:ORC) was given an “Outperform” rating by Wedbush in its first…
Oracle received an Outperform rating from Wedbush in its initial coverage of the residue-led growth thesis.
By Proactive Publication Date: 2026-04-24 16:34:00 Oracle received an Outperform rating from Wedbush in its initial coverage of the residue-led…
Oracle’s (ORCL) backlog is driving its bull thesis, analysts say
By Jabran Kundi Publication Date: 2026-03-28 15:18:00 Oracle Corporation (NYSE:ORCL) is one of the 10 High-Growth Mega-Cap Stocks to Buy…