3 platform shifts taking place… (From Jensen Huang, CEO Nvidia)

Humanoid Robots - Awakening Read our latest research below 👇 alphatarget.com/blog/humanoid-…

$NVDA data centre revenue delivered a record of US$51.2 billion in Q3 FY26. This represents robust growth of 66% YoY and 25% QoQ as compute demand keeps accelerating.

Very good track Puru Saxena ! I've always appreciated Puru's creative side. A powerful creative talent, balancing out the numbers and markets. Love it 🎵 🥁 🎶

$NVDA after Q3 2025 Monster 🟢Revenue growth turned up slightly to 62% ;-) 🟢GP margin stable at 70% 🟢FCF margin has been trending downwards, but still high at nearly 40% ... on TTM revenue of $187B Never seen anything like this.

The use of AI in organisations has quadrupled 👇

Interesting, this short case on $META and $GOOG from Chamath Palihapitiya didn't pan out. They're up about 3x and 4x respectively since then (about 5 years ago). Nevertheless, it is always good to spend proper time on the short case to keep your investment thesis in check.

Gen AI market projected to ~3x by 2029* AI stocks are currently deeply oversold and pullbacks during secular uptrends are good opportunities. Our portfolio is positioned in some of the leading AI businesses alphatarget.com *Source: S&P Global Market Intelligence

AlphaTarget Pulse - new pod AI Competition, Neoclouds vs. Hyperscalers Topics- -Stock market outlook - AI cycle + competition - Neoclouds vs. Hyperscalers - $NVDA $GOOGLE $MSFT $AMZN - BNPL , $KLAR Q3 ER youtu.be/z2T-zakJkKc?si…

Vicious short selling responsible for the big pullback in non-profitable tech stocks. The pendulum has now swung the other way, the rally should be impressive! Chart GS

QT ended on 1 December ~$2.5 trillion contraction in Fed's balance-sheet now over, this is positive for risk assets. Growth stocks are severely oversold and a strong rally is likely over the next several months alphatarget.com

Salesforce’s enterprise AI agent platform, Agentforce, surpassed US$500m ARR in Q3 2026, growing 330% YoY.

FOMC meeting: - Fed cut another 25 bps - Fed now says policy is “in the neutral range” - Policy no longer actively restrictive - Pencils one more cut in 2026 Rate cuts + end of QT = tailwind for stocks

$ORCL morphing into the 4th Hyperscaler? $ORCL's quarterly Capex ($12B) is catching up with the hyperscalers. Now 60% of $MSFT capex, half of $GOOG. Over 90% of the Fortune 500 use their database, so they're well positioned to enable enterprise AI.

Great discussion in the latest podcast... 👇

$AVGO total revenue accelerated to a record of $18B (+28% YoY) in Q4 FY25! AI semiconductor revenue rose by 74% YoY and management expects the business to double YoY to $8.2B in Q1 FY26.

Enterprise AI & Platform wars Our latest research is now out, read below 👇 alphatarget.com/blog/enterpris…

AI accelerators are gobbling gigabytes of memory like never before. Micron $MU cloud memory revenue more than tripled in FY25… and just doubled again in its recent quarter!

Delighted to share that I was awarded a 20 Year Certificate of Achievement from the CFA Institute. It's been an incredible 20 year journey! From visiting MTN's new operations in Nigeria while analysing Telecoms as a young analyst at Societe Generale to becoming independent and

What’s the impact of AI going to be on the big consulting businesses? (Like $ACN) It seems fair to assume that in most large businesses, AI is going to lead to an efficiency uplift. Doing more with less. But what about the consulting companies? For example, those like