∞ALPHA

Record earnings ahead: Nvidia is on track to earn $190B in 2026, the highest profit ever recorded by any company. Still “cheap” on valuation: Shares trade at ~24× forward earnings, a 25% discount to Nvidia’s historical multiple and below the semiconductor index. Market rotation created a mispricing: Since 2025, Nvidia has lagged the semi index by 70+ points, despite being the core of AI computing. AI spending is exploding: Hyperscalers (Amazon, Alphabet, Meta, Microsoft) are

IPO Date Target: June 12 — SpaceX is aiming to go public earlier than expected, with timing still subject to market conditions. Record‑Breaking Size — The company is targeting an $80B+ raise, positioning it to become the largest IPO in history. Filing Imminent — To hit the June 12 debut, SpaceX must release its public IPO filing next week, revealing long‑awaited financials and Starlink economics. AI Tailwind — The listing follows the blockbuster Cerebras Systems IPO, tapping

Jefferies Takes a Bearish Turn on Mobileye: Why an $8 Target Matters The debate over the future of autonomous driving is heating up on Wall Street. Jefferies analyst Vanessa Jeffriess recently initiated coverage on Mobileye (MBLY) with a definitive Underperform (Sell) rating and a strict $8.00 price target. While Mobileye remains a titan in the advanced driver-assistance systems (ADAS) space, the note highlights a growing skepticism about its near-to-medium-term valuation. He

TD Cowen upgrades Starbucks to Buy, lifting the price target to $120 (13% upside). Firm sees “tangible drivers” for better sales: labor investment, margin recovery, lower COGS. Forecasts 4% same‑store sales growth in FY2028, above Street’s 3.4%. Starbucks is in the early stages of a North America turnaround after a two‑year slump. The “Back to Starbucks” plan—marketing, menu, loyalty overhaul—is showing traction. Shares are up 26% YTD, pacing for the first annual gain since 2

May 14, 2026 TD Cowen raised EOS TP to $8 Price Target Adjustment: Raised to $8 from $7 Rating: Maintained at Hold. Operational Success: The company reported record manufacturing output. In Q1 2026, revenue surged to $57 million, a fivefold increase year-over-year. The "Softer Backlog" Catch: Despite the record production, TD Cowen noted a "softer backlog." While the total backlog remains substantial at approximately $645 million, the rate of new orders or the conversion tim

May 13, 2026 Benchmark raised TP to $42 from $38 Benchmark's Fawne Jiang is essentially signaling that the "investment phase" friction is finally giving way to operating leverage. By calling this a "clear earnings inflection point," the firm is betting that the worst of the margin dilution from JD's aggressive food delivery and international pushes is now in the rearview mirror. The upgrade to $42 places Benchmark on the higher end of the current Wall Street consensus, follo

Plug Power delivered a stronger-than-expected Q1 2026 report, signaling that its operational turnaround is gaining traction. Driven by higher sales and narrowing losses, the stock reacted with double-digit gains. The Numbers at a Glance Revenue: $163.5M (vs. $140M expected) – a 22% YoY increase. Operating Loss: Improved to $110M from $180M a year ago. Gross Margin: Jumped to (13%), a massive recovery from (55%) in Q1 2025. Path to EBITDA: Management reaffirmed a goal for posi