Is PureStorage A Top Data Center AI Stock Right Now?

robot pointing on a wall

We realize that we need to be better about sharing content on our blog. And so, what better place to pick up the slack than with one of our top buys for 2024, PureStorage, which seems to be catching a fresh tailwind as the data center AI market heats up? This post was originally one […]

Nvidia vs Arista Networks: Ethernet, InfiniBand, and the AI Battle

software engineer standing beside server racks

Rosenblatt Securities analysts “double downgraded” Arista Networks (NYSE:ANET) in April 2024 from a buy with stock price target of $330, to a sell with price target of $210, on rising competition from Nvidia (NASDAQ:NVDA). In the wake of this, there have been some highly unqualified opinions on what’s happening, and some atrocious “reporting” that is […]

Fortinet Stock: Will a New Cybersecurity Service Reverse the Downtrend?

Fortinet (FTNT) stock tanked AGAIN on a miss in billings last quarter, and a less than rosy outlook through the first half of 2024 didn’t. Does that mean Chip Stock Investor is done with Fortinet stock, one of our top cybersecurity positions?  Not necessarily. The company’s earnings call shed some light on the business strategy […]