HeyJaredFaisal Humayun Khan
- Indexed articles, last 90 days
- 29
- Latest publication
- Sep 22, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 5, 2026
Latest articles
Netflix Stock Valuations Seem Attractive Amidst Growth Deceleration Concerns (opens the original)
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Netflix (NFLX) stock has been in a relatively sharp downtrend with negative returns of 41% in the last 52-weeks. Let's be clear that it's not a case of a broken business model. Earnings have grown and cash flows remain healthy. However, there are multiple concerns that have impacted NFLX stock. The foremost being growth deceleration. To put things into perspective, Netflix has guided for revenue growth of 11.7% in Q3 FY26, the slowest in three years. SpaceX Has Huge, Unusual Put Options Volume -
Despite Robust Growth, CoreWeave Remains Unattractive on Leveraging and Margin Contraction (opens the original)
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CoreWeave (CRWV), purely from the perspective of revenue growth, still looks attractive. However, CRWV stock is telling a different story. In the past 52 weeks, the stock has corrected by 29%. Amidst this weak performance, Bernstein issued a warning. That "slowdown in the training of artificial intelligence models could negatively affect data center developers and neoclouds." Further, CoreWeave is one of the "most exposed" to this risk. Billionaire Charlie Munger, Who Died at 99, Skipped Insuran
Palantir and Nvidia Emerge as Key Players in Government AI Modernization (opens the original)
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Back in March 2026, Palantir (PLTR) announced its sovereign AI OS Reference Architecture combining its software with Nvidia's (NVDA) hardware for secure and scalable AI deployments. More recently, however, both companies deepened their collaboration related to sovereign AI deployment. Announced on Sept. 10, the collaboration establishes an "AI stack combining Palantir sovereign AI and custom Nvidia Nemotron open models for complex supply chain operations," with the first deployment of the AI sta
SpaceX Stock Is Positioned for Robust ARR Growth and EBITDA Margin Expansion (opens the original)
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Judging by the volumes and price action, Space Exploration Technologies (SPCX) stock has moved from the phase of volatility and price discovery to a stage of consolidation. While a price-to-sales (P/S) of 105.9 might indicate stretched valuations, robust growth and innovation offset this concern. Talking about growth, SpaceX CFO Bret Johnsen recently opined that the company had "gained greater conviction that it can reach a $100B annual revenue run rate." Johnsen pointed out that SpaceX had sign
Nvidia Is Focused on Redefining AI Infrastructure as an Income-Generating Asset (opens the original)
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In the recent past, Nvidia's (NVDA) CEO Jensen Huang has been focused on how Wall Street prices and finances AI infrastructure. As a part of this effort, Nvidia entered into an agreement with six of the world's largest asset managers for a $500 million AI-financing plan. Huang pitched for an AI factory platform as an investible asset "because it's productive, it's revenue generating, it is fungible, it's used by just about every cloud service provider, it runs every AI model." With AI infrastruc
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