Follow the Money! Buy These 5 Stocks Before Amazon
Published: 2025-03-07
Status:
Analyzed
Published: 2025-03-07
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
Arista Networks (ANET) revenue growth will re-accelerate as the data center boom begins.
"I believe that re accelerates as we see this data center boom get started"
Pending
Broadcom (AVGO) shares will continue to perform well if the company maintains 20% sales growth.
"if the company keeps up that 20% sales growth their shares will keep running"
Pending
The data center networking market's projected growth to $119 billion by 2023 (according to Strait's research) is grossly underestimated.
"that market for networking infrastructure the biggest Supply crunch coming to Data Centers is a market expected to grow more than 14% a year to $119 billion by 2023 according to Strait's research and I think that forecast is grossly underestimated"
Pending
Astera Labs (ALAB) revenue predicted to grow 70% to $675 million in 2025.
"revenue is expected to grow 70% this year to $675 million"
Pending
Astera Labs (ALAB) earnings per share predicted to be $1.26 in 2025.
"earnings already positive and expected to a $1.26 per share"
Pending
Monolithic Power Systems (MPWR) revenue predicted to grow 18% to $2.6 billion in 2025.
"growth this year is expected at just 18% 2.6 billion"
Pending
A significant portion of Amazon's $105 billion capital spending is predicted to be allocated to data center networking equipment and infrastructure upgrades.
"we know that big chunk of that 105 billion in spending is likely to go into networking equipment within data centers upgrading the infrastructure for data processing and storage"
Pending
Arista Networks (ANET) revenue predicted to reach $8.3 billion in 2025 with 20% growth.
"expected 20% Pace last year and for 2025 to $8.3 billion"
Pending
Developing custom AI hardware, like the Tranium chip, is predicted to be a major priority for Amazon.
"developing its own custom Hardware is going to be a big priority for Amazon"
Pending
Broadcom (AVGO) sales predicted to grow 19% to $61.3 billion in 2025.
"with the same 19% expected growth this year to 61 .3 billion"
Pending
Air Transport Group (ATSG) revenue predicted to grow 4% to $2.1 billion in 2025.
"expected up just 4% this year to $2.1 billion in sales"
Pending
Most of Amazon's $105 billion capital spending is predicted to fund data center construction, with tens of billions also dedicated to Tranium chip development.
"most of that 105 billion will go into building out those data centers but tens of billions are also going to be going into developing trainum"
Pending
Capital spending on data center switches predicted to grow from $127 million in 2024 to $1 billion by 2027.
"Capital spending on switches alone is expected to grow nearly eight times from $127 Million last year to $1 billion by 2027"
Pending
The author predicts that Arista Networks' (ANET) revenue growth will re-accelerate once the data center boom gains full momentum.
"I believe that re accelerates as we see this data center boom get started"
Pending
Amazon is predicted to prioritize building data centers as quickly as possible, regardless of the associated costs.
"Amazon... putting them up as fast as as possible no matter what the cost"
Pending
Broadcom (AVGO) shares are predicted to continue increasing if the company maintains a 20% sales growth.
"if the company keeps up that 20% sales growth their shares will keep running"
Pending
Air Transport Group (ATSG) is predicted to be a potential takeover target for Amazon in the future, suggesting upside potential.
"this could be a takeover Target by Amazon in the future so there is some upside potential"
Pending
The author believes Strait's research grossly underestimated the data center networking infrastructure market's growth to $119 billion by 2023.
"that market for networking infrastructure the biggest Supply crunch coming to Data Centers is a market expected to grow more than 14% a year to $119 billion by 2023 according to Strait's research and I think that forecast is grossly underestimated"
Pending
The AI boom is predicted to lead to the next significant bottleneck in artificial intelligence, specifically in connectivity and networking.
"that AI boom could be the next big bottleneck in artificial intelligence"
Pending