Author Archives: Brandon Kwan

Nvidia Whiplash: NVDA, CEO Shock, and the AI Trade

Nvidia (NVDA) and the AI trade just hit a trapdoor

CoreWeave CRWV Pops on Debt Relief, Revenue Surge

Nvidia’s Huang Mess Spooks Wall Street Fast

Nvidia, Jensen Huang, and the CEO question rattling NVDA

Cloudflare NET Rips Back on AI Demand and a Sales Surge

AppLovin’s Blowout Sends APP Racing Ahead

AMD, NVDA, AVGO and the AI Trade’s Latest Test

Palantir (PLTR) Pops the Earnings Tape, Then Trips

Datadog Pops on a Target-Price Tug of War

Amazon’s AWS Rally Gets a $335 Target, Then Reality Bites

Alphabet GOOGL/GOOG sinks on AI fear as cloud soars

AVGO, NVDA, MU: Chips Trade Like the Cycle Is Eternal

Lumentum, Coherent, Ciena Ride Anthropic IPO Buzz

Adani Power’s Profit Pop, Power Shares Fade