HeyJaredGhazal Ahmed
- Indexed articles, last 90 days
- 105
- Latest publication
- Sep 15, 2026
- Outlet visibility, for insidermonkey.com
- Top 1M sites
- Earliest in this view
- Jul 17, 2026
Latest articles
AMD (AMD) Could Compound EPS at 65% Through 2030, Piper Says (opens the original)
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With Agentic AI accelerating CPU server chip demand, Wall Street believes Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the primary beneficiaries taking share. On September 9, Piper Sandler analyst David O’Connor initiated coverage on AMD with an Overweight rating and a $600 price target. Analyst O’Connor estimates revenue for FY26-30 to grow at a 50% CAGR, while earnings per share compound at 65%. The server-CPU share gain story for AMD is simple, Agentic AI is expected to increase demand
Broadcom’s Real Constraint Isn’t Demand. It’s Supply. (opens the original)
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Piper Sandler believes Broadcom Inc. (NASDAQ:AVGO) is the leader in ASIC chips, holding 75% share of the ASIC market for AI inference. On September 9, firm analyst David O’Connor initiated coverage on the stock with an Overweight rating and a $460 price target. O’Connor estimates demand running twice the available supply for Broadcom, which makes the ability to deliver chips central to his thesis. Even though the chipmaker boasts demand, component availability and deployment timing will determin
Qualcomm’s Datacenter Pivot Is Real, but The Market Already Knows This (opens the original)
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Despite being late to the Data center party, QUALCOMM Incorporated (NASDAQ: QCOM) may finally have found the path to becoming a meaningful data center chip supplier. The problem, however, is that Wall Street may already be giving it credit for much of an opportunity the company has yet to prove it can capture. On September 9, Piper Sandler analyst David O’Connor initiated coverage on Qualcomm with a Neutral rating and a price target of $190.00. Piper believes there is an attractive multi-year AI
Metaâs (META) Muse Math: 10 Million Paying Users Could Mean $2.4 Billion a Year (opens the original)
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Goldman Sachs has proclaimed Meta Platforms, Inc. (NASDAQ: META) as a stock currently in transition. The Wall Street firm believes that the stock is moving from a “wall of worry” to a company that is well-positioned to monetize and productize compute in a manner that increases investor confidence. On September 14, Goldman Sachs analyst Eric Sheridan reiterated a Buy rating on the stock with a $725.00 price target, implying roughly 12% upside from the share price referenced in the note. Increased
Meta’s (META) Muse Math: 10 Million Paying Users Could Mean $2.4 Billion a Year (opens the original)
Read excerpt
Goldman Sachs has proclaimed Meta Platforms, Inc. (NASDAQ: META) as a stock currently in transition. The Wall Street firm believes that the stock is moving from a "wall of worry" to a company that is well-positioned to monetize and productize compute in a manner that increases investor confidence. On September 14, Goldman Sachs analyst Eric Sheridan reiterated a Buy rating on the stock with a $725.00 price target, implying roughly 12% upside from the share price referenced in the note. Increased
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