This 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.
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
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
This 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.
This 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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This TSM Stock Forecast article was written by Rain Liu – Financial Analyst at I Know First
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This AVGO Stock Forecast article was written by Levi FU – Financial Analyst at I Know First.
This MRK Stock Forecast article was written by Milana Ledova – Financial Analyst at I Know First
