1. Nvidia has shown exceptional performance due to AI-driven growth but faces shifting customer needs and regulatory headwinds, moderating future returns. 2. Despite these challenges, Nvidia still offers upside potential with projected revenue growth of 55-60% through FY26 and stable operating margins. 3. Regulatory risks and changing market needs present short-term headwinds, but Nvidia remains a high-quality, high-growth company with innovative chip products.

1. Snowflake is consolidating, down 7% since the last coverage; 2. Strong growth profile and AI investments make it a buy-the-drop opportunity; 3. AI workloads shifting to Cloud and Snowflake's AI investments are key catalysts in 2025.

1. Amazon's shares have surged 79.9% since the 'Buy' recommendation in October 2023; 2. North America segment saw an 8.7% revenue increase and a 31.5% rise in operating profits; 3. International segment turned profitable with a $1.30 billion profit in Q3 2024.

➀ ByteDance plans to sidestep U.S. sanctions by renting Nvidia GPUs in the cloud; ➁ The company has allocated a $7 billion budget for this initiative; ➂ ByteDance aims to invest over $20 billion in AI infrastructure.

1. Alibaba remains a Strong Buy due to its aggressive investments in e-commerce and cloud computing, with a 74% potential upside; 2. The company shows stable revenue growth and strong financials despite a challenging economic environment and competitive pressures; 3. Alibaba's international expansion and innovative initiatives in AI and cloud computing are promising for future growth.

1. AI is expected to be a major growth driver in 2025, leading to an 'AI arms race'; 2. DigitalOcean is positioned to benefit from this trend, focusing on SMBs and democratizing AI access; 3. Despite recent growth deceleration, the company's niche market of companies with <500 employees is projected to grow significantly, reaching $210B by 2027; 4. The year-end tax-loss selling presents a buying opportunity, with DOCN undervalued relative to its growth potential and sector peers; 5. Gartner's projection of a 9.3% IT spending growth in 2025 supports DOCN's potential for substantial gains with AI cloud tailwinds.

1. Alphabet operates in high-growth sectors like AI, cloud computing, streaming, and autonomous vehicles, creating unparalleled synergies across its divisions. 2. Unlike rivals, Alphabet's ecosystem integrates its technologies deeply, enhancing efficiency and reinforcing its market positions. 3. Alphabet's interconnected system boosts revenue streams, with YouTube's $8.9 billion ad revenue and Google's Cloud division's 35% YOY growth as prime examples.

1. Google is losing its share in the search engine market, but the author remains unfazed due to the company's diversification strategy; 2. The article highlights the significant growth in Google Cloud, which is gaining market share against Amazon AWS and Microsoft Azure; 3. Alphabet's valuation metrics are promising with a lower PE ratio compared to Amazon and Microsoft, and strong market sentiment supporting the stock.

1. Microsoft's Q4 FY2024 results demonstrated strong growth in cloud and AI; 2. Near-term challenges such as Azure's capacity issues and OpenAI losses are temporary; 3. Microsoft's competitive advantages and strong execution in cloud and productivity segments position it to outperform Wall Street's growth expectations.

➀ GP Singh co-founded Ambient Scientific to develop high-performance, low-power AI microprocessors; ➁ The company's DigAn® technology enables ultra-low power AI applications without cloud dependency; ➂ GPX10 processor addresses inefficiencies in current AI hardware by offering better performance and lower power consumption; ➃ GP Singh emphasizes the importance of semiconductors in improving human lives.

➀ Hongjun Microelectronics, a Chinese server CPU designer, may lay off up to half of its workforce due to restrictions from TSMC on access to the 7nm node; ➁ The layoffs are a result of TSMC's decision to cut off Chinese semiconductor companies from its advanced nodes, which includes the 7nm to 2nm process; ➂ The situation highlights the challenges faced by Chinese chip designers in the wake of international trade tensions and export controls.

➀ Marvell will sample a 3nm 1.6 Tbps PAM4 interconnect platform named Ara in Q1 2025; ➁ Ara supports 200 Gbps per channel and includes a high-swing laser driver for performance improvement; ➂ The platform offers enhanced crossbar switching capabilities and supports InfiniBand and Ethernet for versatile interconnect flexibility.

1. Snowflake's stock faced challenges due to FY 2025 guidance and CEO retirement; 2. New CEO Sridhar Ramaswamy's AI expertise aims to close the gap with Databricks; 3. Snowflake Cortex enhances data workflows with AI but lacks advanced functionality; 4. Strategic partnership with Anthropic aims to integrate advanced LLMs.

1. My 10-year valuation model indicates Microsoft could be 40% undervalued with a sustained 15% revenue CAGR and moderate EBITDA margin expansion; 2. Q1 revenue from Microsoft Cloud grew 22% and Azure by 33%, driven by AI; 3. Satya Nadella's AI focus, cloud-first strategy, and 100+ acquisitions are crucial to MSFT's growth.

1. Amazon reported better than expected Q3'24 earnings, driven by strength in e-Commerce and Cloud. 2. AWS-related operating income is surging. 3. The firm's guidance for Q4 is solid, with potential for top line and operating income growth.

1. Amazon reported another strong quarter with all business segments except 1P showing double-digit growth rates. 2. AWS and advertising both grew at 19% YoY. 3. Both North America and international segments posted their seventh consecutive YoY operating margin improvement.

1. Amazon's AWS business, utilizing NVIDIA GPUs and custom AI chips, drives high profitability and productivity gains; 2. AWS's vertically integrated AI ecosystem and GenAI productivity improvements enhance margins; 3. Despite high CapEx and competition, Amazon's differentiated AI offerings and productivity gains justify a premium valuation.

➀ Cloud Architect with an average annual salary of $174,984; ➁ Network Security Engineer with an average annual salary of $160,471; ➂ Data Scientist, Machine Learning Engineer, Cybersecurity Engineer, Software Engineer, Penetration Tester, AI Research Scientist, DevOps, and Information Security Analyst are among the highest paying jobs in tech.

➀ Arm's Total Design initiative has doubled in size within a year; ➁ Samsung Foundry, ADTechnology, and Rebellions collaborate on a 2nm AI processor; ➂ The AI CPU chiplet platform is designed for AI/ML training, cloud computing, and high-performance computing workloads.