AI investment thesis Archives

NVIDIA’s $13 Billion Hugging Face Deal Ignites the Next AI Stock Rally: NVDA, SNOW, TSLA, GOOGL & Seven Boson in Focus

by John F. Heerdink, Jr. 18 hours ago 143Views 0Likes

NVIDIA Corp. (NASDAQ: NVDA) has spent the past several years selling the shovels for the artificial-intelligence gold rush. Its planned $12.93 billion acquisition of Hugging Face suggests it now wants a more influential place in the mine, the marketplace and perhaps the…

Seven Boson’s Google Cloud Alliance and Sovereign AI Vision Point to the Next Enterprise Opportunity -( $GOOG $GOOGL )

by John F. Heerdink, Jr. August 20, 2026 251Views 0Likes

Seven Boson Group’s expansion within the Google Cloud partner ecosystem and its increasingly defined sovereign-AI strategy offer a bullish picture of a company aiming to participate in a more mature phase of the artificial-intelligence buildout. The premise is compelling: as AI moves…

AI’s Memory Moment: Why SK Hynix Is Turning a Cyclical Chip Business Into Strategic Infrastructure -( $AMD $ASML $MU $MSFT $NVDA $SKHY )

by John F. Heerdink, Jr. August 14, 2026 312Views 0Likes

The artificial-intelligence boom is often told through the familiar names of the computing stack—NVIDIA Corp. (NASDAQ: NVDA), Advanced Micro Devices Inc. (NASDAQ: AMD), Microsoft Corp. (NASDAQ: MSFT), Alphabet Inc. (NASDAQ: GOOGL), Amazon.com Inc. (NASDAQ: AMZN) and Meta Platforms Inc. (NASDAQ: META). But…

Tag: AI investment thesis

NVIDIA’s $13 Billion Hugging Face Deal Ignites the Next AI Stock Rally: NVDA, SNOW, TSLA, GOOGL & Seven Boson in Focus

Seven Boson’s Google Cloud Alliance and Sovereign AI Vision Point to the Next Enterprise Opportunity -( $GOOG $GOOGL )

AI’s Memory Moment: Why SK Hynix Is Turning a Cyclical Chip Business Into Strategic Infrastructure -( $AMD $ASML $MU $MSFT $NVDA $SKHY )

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