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NVDA rated Buy with $240 PT. Revenue $215.9B (+65% YoY) as Blackwell ramps. Q1 FY2027 guidance of $78B signals sustained AI demand. Read the full NVDA stock analysis on Edgen

NVDA股票分析：Blackwell助力实现2160亿美元营收，但完美是否已计入价格？

NVDA rated Buy with $240 PT. Revenue $215.9B (+65% YoY) as Blackwell ramps. Q1 FY2027 guidance of $78B signals sustained AI demand. Read the full NVDA stock analysis on Edgen

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Mar 31 2026

PLTR rated Hold at $165 target. Revenue $4.5B (+56% YoY) with AIP driving 137% U.S. commercial growth. Premium valuation limits near-term upside. Read the full analysis on Edgen.

PLTR 股票分析：AIP 正在将 Palantir 变为软件垄断者

PLTR rated Hold at $165 target. Revenue $4.5B (+56% YoY) with AIP driving 137% U.S. commercial growth. Premium valuation limits near-term upside. Read the full analysis on Edgen.

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Mar 31 2026

Lumentum has transformed into a primary AI infrastructure enabler with explosive 65.5% revenue growth, validated by a $2B NVIDIA strategic investment and imminent S&P 500 inclusion — but the 84x forward P/E prices in perfection

LITE股票分析：英伟达支持的光学领导者处于十字路口 | Edgen

Lumentum has transformed into a primary AI infrastructure enabler with explosive 65.5% revenue growth, validated by a $2B NVIDIA strategic investment and imminent S&P 500 inclusion — but the 84x forward P/E prices in perfection

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Mar 31 2026

Coherent Corp. has transformed from a diversified industrial supplier into a high-growth AI infrastructure leader, with its Datacenter & Communications segment now driving 72% of revenue at 34% YoY growth

COHR 股票分析：AI 光学超级周期才刚刚开始 | Edgen

Coherent Corp. has transformed from a diversified industrial supplier into a high-growth AI infrastructure leader, with its Datacenter & Communications segment now driving 72% of revenue at 34% YoY growth

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Mar 31 2026

Rigetti Computing 是一家真正的量子计算公司——垂直整合、技术可靠，拥有 6 亿美元现金且几乎零债务。2.5 亿美元的广达电脑合作关系、不断增长的硬件订单渠道（印度 C-DAC 840 万美元，AFRL 580 万美元），以及到 2027 年达到 1,000 多个量子比特的明确路线图，使长期论点引人注目。我们尊重这项技术。我们不质疑其市场总量（TAM）。

Rigetti Computing (RGTI)：驾驭量子浪潮的高昂成本

Rigetti Computing 是一家真正的量子计算公司——垂直整合、技术可靠，拥有 6 亿美元现金且几乎零债务。2.5 亿美元的广达电脑合作关系、不断增长的硬件订单渠道（印度 C-DAC 840 万美元，AFRL 580 万美元），以及到 2027 年达到 1,000 多个量子比特的明确路线图，使长期论点引人注目。我们尊重这项技术。我们不质疑其市场总量（TAM）。

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Mar 31 2026

Nebius Group N.V.是当今公开市场中最具吸引力的不对称AI基础设施机会之一。该公司是一家垂直整合的、基于GPU即服务（GPUaaS）构建的全栈AI云，2025财年营收达到5.298亿美元（同比增长479%），年末年化经常性收入（ARR）达到12.5亿美元，超出了其自身指引。2026年30亿至34亿美元的营收指引意味着在一个财年内将实现5至6倍的增长，这得益于已签署的超大规模客户合同、NVIDIA的20亿美元战略投资以及3GW的自有和受控计算容量管道。

Nebius Group (NBIS)：隐藏在众目睽睽下的全栈AI云

Nebius Group N.V.是当今公开市场中最具吸引力的不对称AI基础设施机会之一。该公司是一家垂直整合的、基于GPU即服务（GPUaaS）构建的全栈AI云，2025财年营收达到5.298亿美元（同比增长479%），年末年化经常性收入（ARR）达到12.5亿美元，超出了其自身指引。2026年30亿至34亿美元的营收指引意味着在一个财年内将实现5至6倍的增长，这得益于已签署的超大规模客户合同、NVIDIA的20亿美元战略投资以及3GW的自有和受控计算容量管道。

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Mar 31 2026

Rocket Companies and UWM Holdings are the two undisputed titans of the U.S. mortgage origination market — but they are running fundamentally different races. RKT has spent the last 18 months making $16 billion in acquisitions (Redfin + Mr. Cooper) to construct a vertically integrated homeownership ecosystem designed to be resilient across rate cycles. UWMC has stayed laser-focused on dominating the independent broker channel with aggressive pricing, proprietary AI tools, and its controversial "All-In" lock-in strategy.

RKT 对战 UWMC：飞轮与管道之争，Rocket 采取持久战策略

Rocket Companies and UWM Holdings are the two undisputed titans of the U.S. mortgage origination market — but they are running fundamentally different races. RKT has spent the last 18 months making $16 billion in acquisitions (Redfin + Mr. Cooper) to construct a vertically integrated homeownership ecosystem designed to be resilient across rate cycles. UWMC has stayed laser-focused on dominating the independent broker channel with aggressive pricing, proprietary AI tools, and its controversial "All-In" lock-in strategy.

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Mar 31 2026

Applied Digital Corporation (APLD) 正在成为公共市场中最引人注目的纯AI基础设施公司之一。该公司设计、建设并运营专门为GPU密集型高性能计算 (HPC) 工作负载优化的超大规模数据中心 — AI训练和推理革命的支柱。

Applied Digital Corporation 2026财年第一季度回顾：AI工厂核心，市场尚未充分定价

Applied Digital Corporation (APLD) 正在成为公共市场中最引人注目的纯AI基础设施公司之一。该公司设计、建设并运营专门为GPU密集型高性能计算 (HPC) 工作负载优化的超大规模数据中心 — AI训练和推理革命的支柱。

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Mar 31 2026

Tesla vs BYD - The EV Throne: Who Leads the Global Electric Vehicle Race?

特斯拉对阵比亚迪 - 电动汽车王座：谁在全球电动汽车竞赛中领先？

Tesla vs BYD - The EV Throne: Who Leads the Global Electric Vehicle Race?

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Mar 31 2026

OKLO vs SMR vs NNE Nuclear Microreactor Competitive Analysis, March 16, 2026 · Comparison Report · Edgen Research

OKLO、SMR与NNE核微堆竞争性分析

OKLO vs SMR vs NNE Nuclear Microreactor Competitive Analysis, March 16, 2026 · Comparison Report · Edgen Research

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Mar 31 2026

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