Sneha is a seasoned equity analyst with more than 15 years of experience. She began her career as an equity research analyst at Zacks Investment Research. Sneha’s work has also been published on several investing websites, including Market Realist and The Motley Fool. Sneha has a passion for investing and focuses on identifying winning long-term stock picks.
/Micron%20Technology%20Inc_%20logo%20on%20building-by%20vzphotos%20vis%20iStock.jpg)
Micron has entered a multi-year earnings expansion cycle driven by AI-related demand.
/Alphabet%20(Google)%20Image%20by%20Markus%20Mainka%20via%20Shutterstock.jpg)
Alphabet’s AI-driven strategy is strengthening its competitive position across multiple businesses.
/AI%20(artificial%20intelligence)/Businessman%20touching%20the%20brain%20working%20of%20Artificial%20Intelligence%20(AI)%20Automation%20by%20Suttiphong%20Chandaeng%20via%20Shutterstock.jpg)
Other players in the AI sector are currently outperforming Palantir’s 2025 returns while trading at far more compelling valuation multiples.
/Broadcom%20Inc%20logo%20on%20building-by%20Poetra_%20RH%20via%20Shutterstock.jpg)
Broadcom is witnessing solid demand for its custom AI chips. However, the main caution for investors is valuation.
/Micron%20Technology%20Inc_billboard-by%20Poetra_RH%20via%20Shutterstock.jpg)
Micron is witnessing strong demand for its highest-value products, especially in the data center end market. Tight supply will drive pricing and margins.
/A%20SoFi%20logo%20on%20an%20office%20building%20by%20Tada%20Images%20via%20Shutterstock.jpg)
SoFi’s rapid growth, expanding fee-based revenue, and strengthening balance sheet could support the rally in its share price.
/Advanced%20Micro%20Devices%20Inc_%20office%20sign-by%20Poetra_RH%20via%20Shutterstock.jpg)
AMD’s financial targets reflect its potential for sustained, profitable expansion. Moreover, the growth catalysts ahead suggest that AMD’s momentum is far from over.
/A%20Palantir%20office%20building%20in%20Tokyo_%20Image%20by%20Hiroshi-Mori-Stock%20via%20Shutterstock_.jpg)
Palantir stock has a solid track record of surprising on earnings. In three of the past four quarters, PLTR stock has jumped following its results.
/Netflix%20open%20on%20tablet%20by%20rswebsols%20via%20Pixabay.jpg)
Netflix’s top and bottom lines will likely sustain double-digit growth. However, NFLX stock trades at a significant premium.
/amazon%20holiday%20delivery%20boxes%20by%20Cineberg%20via%20iStock.jpg)
Amazon will announce its Q3 earnings on October 30. AMZN stock has underperformed the broader markets and its big tech peers so far in 2025.
