News
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Bloom Energy: LS Supply Contract, Roth’s $260 Target and Our Valuation
A supply-chain contract adds an execution milestone, while Roth lifts its target from $225 to $260. We explain why AHNIM’s end-2027 Base remains $216.
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Navitas’ NVIDIA Power Board: What Changes in the Investment Case
The 24 kW design strengthens Navitas’ AI power proposition. We test its effect on 800V adoption, captured revenue and valuation, retaining our dated scenarios pending commercial evidence.
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Teradyne’s $300 Million FormFactor Deal: Funding, Dilution and the Earnings Test
Teradyne’s proposed investment would strengthen FormFactor’s funding and expand cooperation in semiconductor testing. We examine the share issuance, implied transaction price and evidence needed before assigning a valuation uplift.
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Microsoft Unveils Maia 300 for 2027 AI Infrastructure Expansion
Microsoft unveils Maia 300 and plans a 2027 rollout. A news report on its inference system, efficiency claims and implications for AI infrastructure.
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SpaceX’s 800 MHz Spectrum Deal: What Changes for AST SpaceMobile?
SpaceX’s proposed 800 MHz spectrum acquisition raises pricing risks and carrier-partnership opportunities for ASTS. How it affects our valuation assumptions.
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Bloom Energy (BE): Oracle Demand, Fremont Expansion and the Path to Revenue
Bloom Energy (BE) news analysis: how Oracle demand and Fremont expansion affect revenue assumptions, execution risks and our existing valuation scenarios.