$NVIDIA (NVDA.US)$ Google has merely introduced a new business model, which is neither a replacement nor an elimination of NVIDIA, a company with strong performance backing. The market reaction has been overly sensitive.

$Advanced Micro Devices (AMD.US)$ It is currently very popular to make promises without substance. How can the gap between its expected income and reality be bridged?

$Hesai (HSAI.US)$ The LiDAR concept has weakened.
Why does this concept keep weakening? What is the logic of the bears? The movement of HSAI is unusual for an excellent growth stock.

$Advanced Micro Devices (AMD.US)$ The market has already priced in optimistic expectations for 2027.