Brian Colello, CPA

We think Nvidia’s backstop agreements will let it sell more AI gear and encourage more AI usage.

We think Qualcomm is in a good position to capture a piece of the AI pie.

Even as competition looks likely to build, the company remains a leading wide-moat business securely at the center of the AI ecosystem.

We remain impressed with Nvidia’s ability to elbow out into adjacent opportunities.

We raise our fair value estimate for wide-moat Nvidia.

Amid robust demand for semis, watch for any impact of in-house built chips and whether the supply chain is on track.

We still think Intel stock is a bit overvalued.

We raise our fair value estimate for Intel stock.

We think Nvidia stock is undervalued.

We think Nvidia stock is moderately undervalued.

From AI infrastructure spending to international sales, here’s what we’re looking for in Nvidia’s upcoming earnings report.

We maintain our fair value estimate for AMD stock.

Overvalued by 33%, this tech stock has benefited from the AI trade.

We raise our fair value estimate for Intel stock.

We think Nvidia stock is moderately undervalued.

Plus, two affordable AI stocks and what investors need to know before 2026.

We maintain our fair value estimate for Nvidia stock.

Our update on select stocks from the Semiconductors industry.

We think Nvidia stock is moderately undervalued.

We think Nvidia stock is fairly valued.

Agreements like the ones involving Nvidia and AMD are worth watching, but for now, they’re not alarming.

We think Advanced Micro Devices stock is fairly valued.

The letter of intent is one of several we like to see to support bullish industrywide growth expectations for AI.

A selloff in Nvidia stock on the earnings news looks like a buying opportunity to us.

AMD can now support AI aspirations in China.