StoxCompare
Welcome to StoxCompare! Our channel provides in-depth analysis of public companies' fundamentals and stock prices. We aim to empower you with knowledge to make informed investment decisions. From market analysis, industry reports to company breakdowns, we cover a wide range of content that will help you understand key financial metrics, business strategies, and future prospects of the companies. Our team provides clear and concise explanations, remember to consult with a financial advisor before making any investment decisions. All investments involve risk, and it is important to carefully consider your own risk tolerance before making any investment decisions.
StoxCompare
🚨 HALF A TRILLION DOLLARS. That’s the new number.
Amazon just dropped a bombshell: $200 Billion in Capex for 2026. Combine that with Google ($180B) and Meta ($135B), and we are looking at over $500 BILLION in infrastructure spending announced this week alone.
This is the "AI Gold Rush" we talked about. Supermicro (SMCI) is sitting right in the middle of this money flow... but there is a catch.
While revenue is exploding, margins are shrinking. Why? Because selling to these giants comes at a cost.
In our latest video, we break down exactly how this "Hyperscaler Squeeze" impacts SMCI stock.
👇 Watch the full breakdown here
#SMCI #Amazon #Google #AI #StockMarket
1 week ago | [YT] | 0
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StoxCompare
Novo Nordisk's stock is down by 12% today, understand why the stock is down and whether you should buy the dip.
Please watch our analysis.
2 weeks ago | [YT] | 0
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StoxCompare
The AI Data Center Duel: Analog Devices vs. Texas Instruments 🥊
Two giants, two distinct strategies for the AI era:
🔹 ADI: The "Core" High-Performance Play targeting complex physics & precision.
🔹 TI (TXN): The "Support" Infrastructure Play dominating massive volume needs like cooling fans.
Who wins in your portfolio? 📊
Watch our analysis on which of these two should be in your portfolio
2 weeks ago | [YT] | 0
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Intel released its latest results recently and the stock is not doing good.
Watch the video below before you decide to buy the dip in Intel shares.
The video compares Intel and its competitor AMD to give viewers a better understanding of the two companies and their future prospects.
3 weeks ago | [YT] | 0
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Sandisk $SNDK stock was up 10% today.
Watch the video below to understand why, how storage is a big bottleneck for AI and how Western digital and its spin off Sandisk will benefit from this trend.
#Nasdaq # SNDK #WDC #Western Digital #Sandisk
3 weeks ago | [YT] | 0
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StoxCompare
FT agree's with stoxcompare, Apple partnering with Google for gemini is win - win for both.
www.ft.com/content/8033b1bc-4ffe-47ed-baf0-5abea6a…
Watch the video to understand how 👇
1 month ago | [YT] | 0
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