Kaushik
@WisemanCap
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Seattle, WA
Joined April 2009
$AMZN $GOOGL $300 next
$AMZN to $250 next
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Not skipped working out one day the past two months. Finishing off the year with a great chest pump. Happy & Healthy New Year 2026 to all my friends on X! ❤️
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$GOOGL PT Raised to $385 at Citizens With Alphabet shares more doubling from their May lows, we are reevaluating our estimates and valuation framework which were driven by the reacceleration of search. We come away believing Google can further accelerate search revenue in 4Q25,
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January is coming and have to put up with all the new year resolution clowns for two weeks at least in the gym!
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$NVDA said in advanced talks to buy AI21 Labs for up to $3 billion, according to a report by Israeli media Calcalist on Tuesday
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$CPNG announces $1.2 billion customer compensation for cybersecurity incident
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$RDDT Needham Reiterates Buy PT $300 As overall referral traffic shrinks, the platforms that AI-Answers cite (like Reddit) become increasingly valuable, we believe. Below we include findings from several recent studies that suggest that RDDT is a key beneficiary of the shift to
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UBS: We remain very bullish on $ONON - Buy PT $85 We forecast On delivering 20%, 24%, and 20% 5- yr. sales, adjusted EBITDA, EPS CAGRs, respectively, and expect strong growth to continue from there. This type of growth would make On one of the world's fastest- growing athletic
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Bernstein on $NVDA Groq Deal - Outperform PT $275 The move appears strategic in nature for NVDA as they leverage their increasingly powerful balance sheet to maintain dominance in key areas. The company is already the clear leader in AI training, but inference workloads are
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$DDOG ‘We believe the recent downdraft in Datadog is overdone’ MoffettNathanson Buy PT $255 A Star Performance, A Record High, and Then a Sharp Decline. Datadog feasted on a bowl of tasty AI-native business in 2025 and recently reported one of the strongest quarters in our
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