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Supriyo Bose

Arista Witnesses an Uptrend in Estimate Revision: Is it Worth Buying?

ANET's estimates are rising as strong Q2 growth, AI and cloud demand and Arista 2.0 strategy bolster its prospects.

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Supriyo Bose

Silicon Motion Rides on Solid Revenue Growth: Time to Buy the Stock?

SIMO's revenue surged 127% in Q2, while embedded, enterprise and AI storage ramps support its strong Q3 growth outlook.

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Supriyo Bose

Is SPCX Worth Buying as Starlink Growth Battles Heavy AI Spending?

SPCX pairs profitable Starlink growth and surging AI revenue with heavy capital spending, execution risks and a valuation that leaves little room for misses.

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Supriyo Bose

SPCX Fell 24.5% in the Past Month: Is the Sell-Off an Opportunity?

SPCX's 24.5% monthly slide contrasts with surging revenues, profitable Starlink growth and fast AI gains, while valuation and spending keep risks high.

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Supriyo Bose

SpaceX's $6.7B Cloud Deal Could Reshape Its Near-Term AI Economics

SPCX's $6.7B cloud deal boosts near-term AI revenue visibility, but heavy capex, concentration and reported AI losses keep economics mixed.

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Supriyo Bose

SPCX Shares Fall Despite Solid Q2 Results: Should You Pivot?

SpaceX beats Q2 estimates as revenue surged 92%, but shares sank as $18.4B in capital spending raised cash-flow and valuation concerns.

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