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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 Stock Analysis: Blackwell Powers a $216B Year, But Is Perfection Priced In?

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 正在將 Palantir 變為軟體壟斷者

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 Stock Analysis: NVIDIA-Backed Optical Leader at a Crossroads | 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 光學超級週期才剛剛開始 | 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 是一家真正的量子計算公司——垂直整合、技術可靠，擁有 6 億美元現金且幾乎零債務。2.5 億美元的廣達電腦合作夥伴關係、不斷增長的硬體訂單管道（印度 C-DAC 840 萬美元，AFRL 580 萬美元），以及到 2027 年達到 1,000 多個量子位元的明確路線圖，使長期論點引人注目。我們尊重這項技術。我們不質疑其市場總量（TAM）。

Rigetti Computing (RGTI)：駕馭量子浪潮的高昂成本

Rigetti Computing 是一家真正的量子計算公司——垂直整合、技術可靠，擁有 6 億美元現金且幾乎零債務。2.5 億美元的廣達電腦合作夥伴關係、不斷增長的硬體訂單管道（印度 C-DAC 840 萬美元，AFRL 580 萬美元），以及到 2027 年達到 1,000 多個量子位元的明確路線圖，使長期論點引人注目。我們尊重這項技術。我們不質疑其市場總量（TAM）。

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Mar 31 2026

Nebius Group N.V.是當今公開市場中最具吸引力的不對稱AI基礎設施機會之一。該公司是一家垂直整合的、基於GPU即服務（GPUaaS）構建的全棧AI雲，2025財年營收達到5.298億美元（同比增長479%），年末年化經常性收入（ARR）達到12.5億美元，超出了其自身指引。2026年30億至34億美元的營收指引意味著在一個財年內將實現5至6倍的增長，這得益於已簽署的超大規模客戶合約、NVIDIA的20億美元戰略投資以及3GW的自有和受控計算容量管道。

Nebius Group (NBIS)：隱藏在眾目睽睽下的全棧AI雲

Nebius Group N.V.是當今公開市場中最具吸引力的不對稱AI基礎設施機會之一。該公司是一家垂直整合的、基於GPU即服務（GPUaaS）構建的全棧AI雲，2025財年營收達到5.298億美元（同比增長479%），年末年化經常性收入（ARR）達到12.5億美元，超出了其自身指引。2026年30億至34億美元的營收指引意味著在一個財年內將實現5至6倍的增長，這得益於已簽署的超大規模客戶合約、NVIDIA的20億美元戰略投資以及3GW的自有和受控計算容量管道。

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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 vs. UWMC: The Flywheel vs. The Pipeline, Rocket Takes the Long Game

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) 正在成為公共市場中最引人注目的純AI基礎設施公司之一。該公司設計、建設並營運專為GPU密集型高性能計算 (HPC) 工作負載優化的超大規模數據中心 — AI訓練和推論革命的支柱。

Applied Digital Corporation 2026財年第一季度回顧：AI工廠核心，市場尚未充分定價

Applied Digital Corporation (APLD) 正在成為公共市場中最引人注目的純AI基礎設施公司之一。該公司設計、建設並營運專為GPU密集型高性能計算 (HPC) 工作負載優化的超大規模數據中心 — AI訓練和推論革命的支柱。

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Mar 31 2026

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

特斯拉對陣比亞迪 - 電動汽車王座：誰在全球電動汽車競賽中領先？

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 vs SMR vs NNE Nuclear Microreactor Competitive Analysis

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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