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technology

Everything tagged "technology" across research, earnings, and macro.

34 articles

Ubiquiti (UI): Premium Growth, But Valuation Is Rich

Ubiquiti is executing well, with Enterprise Technology driving strong growth and margin recovery. But the stock already prices in a lot of that improvement, making it more of a Hold than a fresh buy.

Apr 21, 2026·23 min read

Technology Communication Equipment Growth

Research ReportVICR

Vicor (VICR): AI Power Upside, But Richly Valued

Vicor is gaining traction in AI infrastructure and high-density computing, with revenue re-accelerating and royalty income rising. But the stock already prices in a lot of success, making this a Hold despite improving fundamentals.

Apr 21, 2026·26 min read

Technology Electronic Components AI

Research ReportCRWD

CrowdStrike (CRWD): Premium Growth, Premium Price

CrowdStrike remains a top-tier cybersecurity growth story with strong ARR expansion, broadening platform adoption, and real free cash flow. The stock looks compelling on quality, but valuation leaves little room for disappointment.

Apr 21, 2026·25 min read

Technology Software - Infrastructure Cybersecurity

Research ReportARM

Arm Holdings (ARM): AI Royalty Growth vs. Rich Valuation

Arm Holdings is emerging as a key AI and data center royalty platform, with revenue up 26.3% and data center royalties growing more than 100% year over year. The business is excellent, but the stock’s premium valuation makes the setup best suited to disciplined buyers.

Apr 20, 2026·23 min read

Technology Semiconductors Semiconductors

Research ReportGFS

GlobalFoundries (GFS): Specialty Foundry Growth vs. Rich Valuation

GlobalFoundries is a balanced Hold with real upside from specialty semiconductors, automotive, and silicon photonics. The stock’s premium valuation leaves less room for error as near-term revenue guidance softens.

Apr 20, 2026·27 min read

Technology Semiconductors Semiconductors

Research ReportMRVL

Marvell Technology (MRVL): AI Infrastructure Growth With Valuation Risk

Marvell is emerging as a key AI infrastructure supplier, with fiscal 2026 revenue up 42% and data center sales topping $6B. The upside is real, but the stock already prices in a lot of success at 36.4x forward earnings.

Apr 20, 2026·24 min read

Technology Semiconductors AI

Research ReportKSPI

Kaspi.kz (KSPI): Mispriced Super App With Rerating Upside

Kaspi.kz combines payments, marketplace, and fintech into a high-engagement super app, yet trades at a bank-like valuation. The report argues the market is underappreciating its cash generation and rerating potential despite macro and execution risks.

Apr 20, 2026·27 min read

Technology Software - Infrastructure Fintech

Research ReportASTS

AST SpaceMobile (ASTS): Execution-Driven Space Growth

AST SpaceMobile has moved from concept to early revenue, backed by major carrier relationships and a fortified balance sheet. The stock remains highly speculative, but the setup could reward investors if satellite deployment and commercial service ramp on schedule.

Apr 20, 2026·29 min read

Technology Communication Equipment Growth

Research ReportSTM

STMicroelectronics (STM): Cyclical Recovery With Margin Upside

STMicroelectronics looks like a trough-year recovery story: 2025 results were weak, but a strong balance sheet, improving inventory visibility, and growth in automotive, industrial, and optical connectivity support a medium-term rebound.

Apr 17, 2026·25 min read

Technology Semiconductors Semiconductors

Research ReportMSTR

Strategy (MSTR): Leveraged Bitcoin Exposure With Software Support

Strategy is effectively a leveraged Bitcoin treasury vehicle with a smaller but still meaningful enterprise software business. The report rates it a Buy for investors who want amplified BTC upside and can tolerate high volatility.

Apr 17, 2026·26 min read

Technology Software - Application Bitcoin

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