$CRDO: Another quarter, another unflinching beat and raise. Management's FY26 targets now resemble a moonshot, leaving Street models in the dust. Can gravity still apply? → Q1 Rev $223.1M (Street ~$190M), EPS $0.53 (Street $0.35), GM 67.6% (Street ~65%). Q2 guide solid. → FY26

$GTLB: Q2 revenue/EPS/OM beats were strong, FCF robust. The catch? FY revenue guide maintained, Q3 revenue guide below Street. A classic setup leaving the market scratching its head. → The Blame Game: CFO Brian Robins departs for $SNOW, a GTM "reset" is underway, and

$HPE posts Q3 beat on revenue ($9.136B) and EPS ($0.44), rallying +5% on AI systems strength ($1.6B) and Networking (+54% y/y, with $JNPR adding $480M). → Management raises FY25 EPS/revenue growth guidance, setting FQ4 EPS above consensus. The market cheers growth, but the fine

SemiAnalysis calls for an $AMZN AWS AI resurgence. The street has AWS 2025 exit growth at mid-18s. SA says >20%. → The divergence? Anthropic's colossal multi-GW Trainium buildout. AWS is racing to deploy >1.3GW datacenter capacity specifically for them. → Anthropic's demand is

Barclays reiterates Overweight on $AMZN, target $275. The market's myopia on AWS growth overlooks a quietly escalating AI catalyst. → Anthropic, a marginal 100bps contributor to AWS growth in 2Q25, is now slated to hit 400bps quarterly by late 2025. That's a 300% jump in impact

$AMD's AI narrative just took a hit. Seaport Research downgrades from Buy to Neutral. → Analyst Jay Goldberg points to fresh supply chain checks revealing a clear slowdown in $AMD's AI accelerator momentum. → This cooling trend makes it "increasingly challenging" for $AMD to

Jefferies just hiked $APP's PT to $615 (from $560), ~6% above Street consensus. The market often takes time to digest these growth accelerations. → Confidence in a Q4 ad 'inflection point' reinforced after CEO/CFO meetings. Expecting a surge fueled by seasonal strength,

$NVDA: JPMorgan reaffirms Overweight rating with a $215 price target. → Post-management meeting, the core insight is persistent: demand still exceeds supply for Nvidia's chips, now two years deep into the AI cycle. → Even as Blackwell Ultra ramps sharply in Q2, lead times are

$AAPL App Store revenue up 11% YoY in August, per UBS. → A notable deceleration from July's 13% amidst "tougher comps." The grind begins. → UBS maintains Neutral ($220 PT), projecting "limited upside" for Services revenue with 12% comps looming year-end. → The market's bar

$MRVL just reiterated its AI dominance and growth path, reminding us why conviction pays: → CEO says 'relax,' our confidentiality shift wasn't a signal, just protecting a ~$75B pipeline. Market irrationality, anyone? → Ahead of schedule: Crushing $1B+ custom AI revenue this

$BYD'S GROWTH REALITY CHECK. → The EV powerhouse $BYD has quietly cut its 2025 sales target to 4.6M vehicles, a stark 900k unit reduction from the initial 5.5M projection. → This revised goal implies a mere 7% YoY growth, marking the slowest expansion for the dominant EV

RBC Capital just upgraded $LDOS to Outperform, raising the price target from $180 to $210. → The irony: $LDOS has already surged 23% YTD, far outpacing the 4% industry average. RBC suggests this is still early. → Key Drivers: Sustained strength in Health Services and a

Morgan Stanley's latest call on $SNY: → Upgrade to Overweight from Equalweight, PT nudged to $58 from $56. → Thesis: $SNY poised for a return to organic growth and margin delivery, underpinning 2025 earnings. Share buybacks + Amvuttra royalty stream set for a Q3'25 guidance

Texas Capital Securities upgraded $BC (Brunswick Corp) to Buy from Hold, hiking its PT to $80 from $55. The market’s "arms dealer" to recreational marine finally gets a formal stamp of approval after shares have already seen consistent upward momentum since mid-April coverage.

JPM just gave $VEEV the nod, upgrading to Overweight from Neutral and hiking PT to $330 (from $290). → The "life sciences cloud" specialist holds a mere ~14% penetration of a $20B+ addressable market, previously growing mid-single digits. → JPM projects a sharp ~13% 3-year

Needham reaffirms Buy on $RBLX with a $159 PT. Post-Developer's Conference insights reveal a platform quietly shedding its "kids game" image for serious monetization. The setup: → "Moments" now live: A refined discovery engine RBLX management touts as "transformational" for IAP

Evercore ISI goes all-in on $GOOGL, raising PT to $300 from $240. While the market frets about search competition, Evercore's deep dive reveals a different story: → PT hike to $300 (from $240) based on 24x '27 EPS of $12.75, which is 5% above consensus estimates. → The Irony:

Wells Fargo raises $RH PT to $295 (from $275) maintaining Overweight, but the devil's in the details. A closer look reveals some classic market paradoxes: → $RH's member pricing edged up +1% q/q, even as competitor $ARHS got more promotional. Yet, $RH’s price gap to $ARHS

$BMNR just dropped a bomb: a $9.2B crypto treasury reveal coupled with a $20M strategic investment. While the street debates traditional assets, these players are quietly stacking digital billions. → $BMNR injects $20M into $OCTO’s $270M raise, aiming to build a Worldcoin

$NCLH Stifel says the market's got it all wrong. Another day, another misread by the street. → Shares down ~2% on news that's actually positive for the company. The market's interpretation of capital transactions seems utterly misguided. → Meanwhile, other cruise names ($RCL,