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Latest posts
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Marvell-Lumentum stock forecast: $86 deal gap after midday lows
Marvell and Lumentum hit new midday lows after their AI optics merger. The 4.5-share ratio leaves an $86 gap and a moving stock forecast for 2028.
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Tempus AI stock hits $80.62 as data growth sets 2027 forecast
Tempus AI stock reached $80.62 after Q3 results. Our 2027 forecast tests data growth, reimbursement gains and the small change to 2026 guidance.
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CIFR stock forecast: first HPC rent meets a $72M operating loss
Cipher's first HPC rent arrived as CIFR fell. Our filing-based test shows the quarterly rent needed to offset its $71.9 million operating loss.
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Ferrotec stock forecast: 33% profit upgrade waits for Nov. 4 open
Ferrotec raised its 2026 net-profit forecast 33% as AI demand lifted margins. The Japan market holiday delays the first regular-session reaction until November 4.
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Safe Money proposes a biometric payment experience across connected accounts
Safe Money proposes iris and fingerprint authentication, private account selection and currency conversion in one payment journey. The project remains conceptual.
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HCELLVI proposes a foldable phone concept with watch and smart glasses modes
HCELLVI Inc. outlines a modular system built around a handset that folds into a wrist configuration, a removable Hview layer and coordinated software.
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AI agent costs: What 216 refund runs reveal about retries and accuracy
A vendor-supplied 216-run refund test shows how retries, caching and wrong outcomes change the true cost of AI agents. TECHi checks the arithmetic and limits.
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Tokenized Bank Deposits Are Challenging Stablecoins: Which Digital Dollar Model Will Win?
Tokenized bank deposits and stablecoins offer different paths to digital dollars. Compare their legal claims, payment networks, redemption and risks.
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Lasertec vs SCREEN stock: Tokyo's 27-point split tests profit plans
Lasertec rose and SCREEN fell at Tokyo's November 2 close. TECHi calculates the profit each must deliver to meet guidance and compares the valuation risk.
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Tokyo Electron stock jumps 6%; AI forecast needs ¥662B H2 profit
Tokyo Electron shares rose 6.3% in Tokyo. Its FY2027 AI forecast needs ¥662.2 billion in second-half operating profit; TECHi checks the buyback limits.
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Tesla FSD referral offer rewards paid sign-ups; stock test is retention
Tesla’s October 29 FSD referral offer rewards conversions to paid subscriptions. TECHi calculates why retention, not trial volume, is the stock test.
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Sandisk stock forecast: Kioxia’s 11% Tokyo slide tests NAND growth
Kioxia's 11% Tokyo slide puts Sandisk's NAND outlook under scrutiny. TECHi compares the partners' guidance and maps November's upside and downside tests.
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AMD vs Palantir stock: same growth hurdle, 3x valuation gap
AMD and Palantir report on consecutive days. TECHi compares guidance, AI revenue quality and a threefold valuation gap before their earnings releases.
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Bitcoin forecast after Binance restart: ETF demand is the next test
Binance has reopened Bitcoin withdrawals in phases. A $660.4 million ETF flow swing makes the next US session the key test for a lasting BTC rebound.
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Intel stock falls 29%: Q4 guide implies $1.35B gross-profit drop
Intel's near-close selloff puts its 2027 recovery on a precise test: whether data-center growth can offset a $1.35 billion fourth-quarter gross-profit squeeze.
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Meta's $121B 2027 commitments test AI stocks before earnings
Meta's contracts due in 2027 rose $39.76 billion between SEC filings. The cash-payback test now frames AI stocks before Big Tech earnings.
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Amazon earnings preview: $27B cash gap excludes its OpenAI bet
Amazon's first-half equipment spending exceeded operating cash by $27 billion. TECHi compares Microsoft and Alphabet and tests what earnings must show.
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AMD vs Amazon: Which AI stock has the stronger 2027 payoff?
AMD offers higher AI growth leverage while Amazon offers stronger cash conversion. We compare both stocks after Oracle AI World with a 2027 forecast.
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Ether retests $2,300 as ETF rebound covers 4% of outflow
Ether briefly fell below $2,300 as a small ETF inflow offset just 4% of Thursday's outflow. The next price, fund flow and Fed tests will shape the recovery.
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Apollo finds no broad AI payoff: NVDA stock forecast before earnings
Apollo sees little AI payoff beyond big tech. TECHi finds Nvidia’s EPS estimate held steady while NVDA’s forward multiple fell 6%, then maps conditional prices before earnings.