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November 22, 2025 - Despite Nvidia’s meteoric rise to a ~$4.5 trillion market capitalization, the prevailing "AI bubble" narrative fundamentally misprices the company’s trajectory. The market is currently treating Nvidia as a cyclical semiconductor stock at the peak of a boom, whereas the data suggests it is the foundational infrastructure provider for a secular industrial transformation.
February 16, 2025 - the technology sector is expected to continue leading as a dominant force in the global economy throughout 2025. With a changing landscape, here is an in-depth analysis of the state of the tech sector, focusing on four key players: Alphabet, Amazon, Meta, and Microsoft.
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