TSM Stock Forecast: Strong Earnings and Growth Potential

Rain LiuThis TSM Stock Forecast article was written by Rain Liu – Financial Analyst at I Know First

Highlights

  • 40% YoY revenue growth in H1 2025 driven by strong demand for advanced-node chips used in AI, mobile, and high-performance computing applications.
  • $42B global CapEx plan in 2025 is funding nine new fabs across Taiwan, the U.S., Japan, and Germany to enhance capacity and supply chain resilience.
  • Top-tier profitability and attractive valuation with highest EBITDA margin among peers at 68.48%, paired with a relatively low P/E ratio of 24.55, positioning it competitively in both performance and pricing.

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AVGO Stock Forecast: AI Tailwinds and Software Synergies Drive the Next Phase of Growth

Levi FuThis AVGO Stock Forecast article was written by Levi FU – Financial Analyst at I Know First.

Summary

  • Revenue more than doubled from $23.9B in 2020 to $57.0B in LTM 2025, fueled by the VMware acquisition and booming AI infrastructure demand. 
  • Gross margin improved to 77% as Broadcom shifted toward high-margin software and custom silicon; EBITDA remains strong with net debt/EBITDA under 2x.
  • Fortinet continues to gain market share, leveraging cost-efficient proprietary ASIC technology and expanding cloud security offerings.
  • Analyst average price target stands at $286.36, with current price near $274.38; a breakout above $280 could drive upside toward $300–$320.

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Lam Research: Driving the Chip Revolution, One Layer at a Time

This article was written by Nikita Vorobyoff, Investment Analyst at I Know First

Introduction

This Lam Research stock analysis highlights the company’s financial performance, semiconductor equipment business, and competitive market position. Investors and analysts alike can gain insights into LRCX’s role within the semiconductor industry and its future growth potential.

Lam Research Stock Analysis: Company Overview & History

Lam Research Corporation, established in 1980, is a leading global provider of water fabrication equipment and services to the semiconductor industry. The corporation, headquartered in Fremont, California, USA, is well-known in Asia, Europe

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MRK Stock Forecast: Science-Driven Growth with Blockbuster Potential

Milana LedovaThis MRK Stock Forecast article was written by Milana Ledova – Financial Analyst at I Know First

Highlights

  • Merck is doubling down on its core strengths: oncology, vaccines, and animal health.
  • Key pipeline assets and blockbuster Keytruda will fuel near-term and long-term earnings.
  • Valuation remains compelling versus other Big Pharma names, particularly given Merck’s innovation pipeline.

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AMD Stock Forecast – Riding the AI Accelerator to New Highs

This AMD Stock Forecast article was written by Josh Solomon – Financial Analyst at I Know First.

Overview

Advanced Micro Devices, Inc. (AMD) is a leading U.S. company driving data centre innovation, designing high-performance chips like Ryzen processors and Instinct accelerators for AI-driven data centre workloads without owning manufacturing plants. Its fabless model, leveraging TSMC’s advanced 2nm technology, powers the Helios AI rack, positioning AMD to capture a significant share of the $500 billion data centre AI accelerator market by 2028. AMD’s products, including EPYC CPUs for data

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PYPL Stock Forecast: Is PayPal a Good Investment Right Now?

Rain LiuThis PYPL Stock Forecast article was written by Rain Liu – Financial Analyst at I Know First

Highlights

  • Margin Gains Lead the Story: Despite just 1.19% revenue growth, PYPL grew net income by 44.9% and EPS by 55.4%, signaling strong operational leverage and disciplined execution.
  • Revenue Flat, Profit Rising: Core transaction revenue stayed steady, but a one-off Q4 spike suggests limited underlying growth. Investors should focus on sustained margin expansion, not volume.
  • Valuation Gap with Upside: With a P/E of 14.2 vs. 39.5 peer average, PYPL is deeply discounted. If growth initiatives gain traction, multiple expansion could follow.

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NVDA Stock Forecast: Riding the AI Revolution Wave

Rain LiuThis NVDA Stock Forecast article was written by Rain Liu – Financial Analyst at I Know First

Highlights

  • NVIDIA achieved record quarterly revenue of $39.3 billion in Q4 FY25 (ended January 26, 2025), up 78% year-over-year, with Data Center revenue reaching $35.6 billion, representing 90.6% of total revenue.
  • For calendar year 2025, NVIDIA is projected to reach $180 billion in revenue as AI infrastructure buildout continues globally, with potential upside from new Blackwell architecture adoption.

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