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 EdgenDavid Hartley · Mar 31 2026
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.David Hartley · Mar 31 2026
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 perfectionDavid Hartley · Mar 31 2026