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[@hataf_capital](/creator/twitter/hataf_capital)
"Broadcom: This Isnt a Bubble Its the Backbone of the AI Economy ( $AVGO Rating: Buy) By Talha Quraishi Every time the market climbs too fast we start hearing the same old refrain: Its a bubble. The late 1990s scarred an entire generation of investors and every time valuations rise faster than earnings that fear instinctively returns. I get it Ive felt it too. But when it comes to Broadcom $AVGO I think those fears are misplaced. Since my last analysis where I rated Broadcom a Buy the stock has rallied more than 43%. And after revisiting the fundamentals I believe the case for owning Broadcom"  
[X Link](https://x.com/hataf_capital/status/1981709724962652662) [@hataf_capital](/creator/x/hataf_capital) 2025-10-24T13:09Z 3080 followers, XXX engagements


"Just bought the @andrewrsorkin's Book 1929 excited to read it"  
[X Link](https://x.com/hataf_capital/status/1980950457636753689) [@hataf_capital](/creator/x/hataf_capital) 2025-10-22T10:52Z 3068 followers, 11.5K engagements


"Breaking Quantum Capitalism in Motion The Trump administration is reportedly negotiating equity stakes in leading quantum computing firms a bold shift toward direct government ownership in critical tech sectors. According to WSJ companies like IonQ $IONQ Rigetti $RGTI and D-Wave $QBTS are in talks with the Commerce Department to trade federal funding for shares effectively letting Washington become a shareholder in the next generation of computing power. Other players such as Quantum Computing Inc. $QUBT and Atom Computing are said to be exploring similar arrangements. If confirmed this move"  
[X Link](https://x.com/hataf_capital/status/1981276873138086000) [@hataf_capital](/creator/x/hataf_capital) 2025-10-23T08:29Z 3068 followers, XXX engagements


"Intels Massive AI Pivot: The Beginning Of A Real Comeback (Rating: Buy) By Talha Quraishi Over the past year Ive watched Intel $INTC quietly reinvent itself and for the first time in a decade I believe this transformation has real teeth. Since my last coverage the stock has rallied more than XX% a move not driven by hype but by over $XX billion in fresh capital strategic partnerships and the early signs of a genuine turnaround in its AI and foundry businesses. This isnt the same Intel that kept missing its own roadmaps. Under CEO Lip-Bu Tan the company is showing discipline ambition and a"  
[X Link](https://x.com/hataf_capital/status/1981676915195875629) [@hataf_capital](/creator/x/hataf_capital) 2025-10-24T10:59Z 3072 followers, XXX engagements


"Richtech Robotics: A Billion-Dollar Dream Built on $X Million in Sales When I first saw that Richtech Robotics $RR had surged more than XXX% in a year I did a double take. A billion-dollar valuation for a company thats generated just over $X million in sales Thats not a typo its the kind of math that only the stock markets imagination can produce. But the story of Richtech isnt just about frothy valuations; its about how the dream of Robot-as-a-Service (RaaS) collided with market hype and investor psychology. And while I find their vision fascinating I cant help but see a company priced for"  
[X Link](https://x.com/hataf_capital/status/1975878311218733386) [@hataf_capital](/creator/x/hataf_capital) 2025-10-08T10:57Z 3076 followers, 8134 engagements


"Astera Labs: The Market Panic I Was Waiting For ( $ALAB Rating: Buy) By Talha Quraishi Sometimes the market gives you exactly what youve been waiting for just not the way youd expect. When I downgraded Astera Labs $ALAB to a Hold back in August it felt like a mistake almost immediately. The company had just delivered a stunning Q2 report showing the kind of revenue and profit acceleration that usually signals a multi-year growth runway. But at that time the markets euphoria had gone too far. The stock was trading as if every future success had already been priced in. Then came this weeks"  
[X Link](https://x.com/hataf_capital/status/1978424955508343068) [@hataf_capital](/creator/x/hataf_capital) 2025-10-15T11:37Z 3073 followers, 7195 engagements


"Moderna vs. BioNTech: Whos Really Winning the Post-COVID Race Ratings: BioNTech ( $BNTX): Buy stronger balance sheet superior partnerships and long-term oncology optionality. Moderna ( $MRNA): Buy undervalued short-term rebound potential but higher execution risk. After years of pandemic-fueled profits the mRNA vaccine giants Moderna $MRNA and BioNTech $BNTX have entered a new chapter. The COVID gold rush is over and investors are finally asking the harder question: whos better positioned to win in a world thats moved on from pandemic-era shots Ive covered several of these head-to-head"  
[X Link](https://x.com/hataf_capital/status/1980594311646310560) [@hataf_capital](/creator/x/hataf_capital) 2025-10-21T11:17Z 3076 followers, XXX engagements


"AMDs OpenAI Deal Wont Close Nvidias Gap But It Might Still Power the Stock Higher For years Ive watched Advanced Micro Devices $AMD play catch-up in the AI race while Nvidia $NVDA rewrote the rules of computing. The contrast is staggering: between 2024 and 2025 Nvidia likely generated close to $XXX billion in AI-related revenue while AMD has yet to cross even $XX billion. And yet something interesting just happened. Both companies have now inked multibillion-dollar deals with OpenAI the most influential (and arguably most cash-hungry) AI player in the world. Combined these deals involve more"  
[X Link](https://x.com/hataf_capital/status/1981699392861036801) [@hataf_capital](/creator/x/hataf_capital) 2025-10-24T12:28Z 3076 followers, XXX engagements


"Lets Gooo another Meltup and another all time-high US SEP CPI +0.3% (CONSENSUS +0.4%) US CONSUMER PRICES RISE XXX% M/M; EST. +0.4% US SEPT. CONSUMER PRICES RISE X% Y/Y; EST. +3.1% US SEPT. CORE CPI RISES X% Y/Y; EST. +3.1%"  
[X Link](https://x.com/hataf_capital/status/1981700599570960742) [@hataf_capital](/creator/x/hataf_capital) 2025-10-24T12:33Z 3076 followers, XXX engagements


"Fords Q3 2025 Earnings: A Sigh of Relief But Far From a Turnaround When Ford $F reported its Q3 2025 earnings the reaction across Wall Street was best described as relief not enthusiasm. Investors had been on edge for weeks worried about the fallout from the Novelis aluminum plant fire and the $X billion tariff headwind that forced Ford to suspend its guidance earlier this year. As someone who follows automakers closely I wasnt surprised by the cautious optimism following the report. Fords management did what the market needed most: they gave clarity. But clarity doesnt equal conviction and"  
[X Link](https://x.com/hataf_capital/status/1981777660960190896) [@hataf_capital](/creator/x/hataf_capital) 2025-10-24T17:39Z 3076 followers, XXX engagements


"Our first YouTube video is out: This Quantum Stock is UP XXX% But It Makes NO Sense This video is mainly about qauntum computiing bubble but focuses on Rigettis $RGTI stock which is up XXX% despite $201M in losses and $7.9M in revenue. Their guidance projects potential revenue decline"  
[X Link](https://x.com/hataf_capital/status/1981722440704139673) [@hataf_capital](/creator/x/hataf_capital) 2025-10-24T14:00Z 3082 followers, XXX engagements


"The Coming 2026 Housing Bust And Why It Could Reshape the US Economy By Hataf Capital Ive been watching the US housing market with growing concern and what I see now feels eerily familiar. In my view a slow-motion housing bust has already begun and by 2026 it could become one of the most defining economic shocks of this cycle. Let me explain why. Cracks Beneath the Surface In several key metros home prices are already falling hard. Markets like Oakland and Austin have seen XX% declines from their peaks and thats not a blip thats the textbook definition of a housing bear market. What worries"  
[X Link](https://x.com/hataf_capital/status/1982045337402449994) [@hataf_capital](/creator/x/hataf_capital) 2025-10-25T11:23Z 3080 followers, XXX engagements


"Eli Lilly: Why Orforgliprons Data Strengthens My Long-Term Bullish Conviction ( $LLY Rating: Buy) By Talha Quraishi Every few years a single drug reshapes the entire pharmaceutical landscape. For Eli Lilly $LLY that drug has been tirzepatide the active ingredient behind Mounjaro and Zepbound names now almost synonymous with the global GLP-1 boom. Yet as spectacular as Lillys injectable franchise has been I believe the companys next breakthrough orforglipron its oral GLP-1 candidate could expand the companys dominance even further. This weeks Phase X data on orforglipron was not only"  
[X Link](https://x.com/hataf_capital/status/1979133885981040923) [@hataf_capital](/creator/x/hataf_capital) 2025-10-17T10:34Z 3076 followers, XXX engagements


"Netflix Q3: Solid Results But Here Is The Problem So Netflix $NFLX reported its third-quarter results the numbers looked great at first glance strong revenue growth solid engagement and promising guidance. But the stock still dropped more than 6%. That reaction isnt just about missing expectations. Its about something deeper a market thats struggling to reconcile Netflixs incredible execution with the limits of its valuation and the rising costs behind that growth. As an investor whos followed Netflix for years Im not bearish on the company. But Im becoming increasingly cautious. The story"  
[X Link](https://x.com/hataf_capital/status/1980925808572080474) [@hataf_capital](/creator/x/hataf_capital) 2025-10-22T09:14Z 3076 followers, XXX engagements


"Nordic #Semiconductor: Plenty Of Upside But Low Short-Term Visibility (OTCMKTS: $NDCVF) #StockMarket $AAPL $TSLA $NVDA $MSFT $AMD $INTC $TSM $META $AMZN $QCOM $QQQ $SPY"  
[X Link](https://x.com/hataf_capital/status/1733394298002141318) [@hataf_capital](/creator/x/hataf_capital) 2023-12-09T07:53Z 3076 followers, XXX engagements


"Nordic Semiconductor ASA $NDCVF Q4 2023 Earnings Call Transcript $TSLA $AAPL $NVDA $AMD $META $MSFT $AMZN $INTC $SOFI $PLTR $LLY $COHR $QCOM $GOOGL $SPY $QQQ"  
[X Link](https://x.com/hataf_capital/status/1754916055414145125) [@hataf_capital](/creator/x/hataf_capital) 2024-02-06T17:12Z 3076 followers, XXX engagements


"The Banking Cockroach Moment: Why Zions $XX Million Hit May Be Just the Beginning ( $ZION Rating: Hold) By Talha Quraishi Warren Buffetts old warning there is seldom just one cockroach in the kitchen feels eerily relevant again. The financial world is suddenly crawling with new signs of credit stress from Wall Streets biggest banks to smaller regional players. And while no one wants to say it out loud I cant help but wonder: is this the first real credit reckoning since 2023s regional bank crisis Over the past week the markets mood shifted from complacent to cautious almost overnight. Loan"  
[X Link](https://x.com/hataf_capital/status/1979125057025610220) [@hataf_capital](/creator/x/hataf_capital) 2025-10-17T09:59Z 3079 followers, 1328 engagements


"UnitedHealth: A Salad Oil Moment in Healthcare Every October as Medicare Open Enrollment approaches health insurers quietly redraw the map of who gets access to their Medicare Advantage (MA) plans. This year the redraw is anything but quiet. UnitedHealth $UNH Humana $HUM and CVS Health $CVS have all announced meaningful pullbacks in their MA coverage for 2026. For investors this isnt just a bureaucratic shuffle its a signal that even the giants of U.S. healthcare are feeling the squeeze. UnitedHealth the undisputed leader in MA revealed that its 2026 plans will reach XX% of Medicare"  
[X Link](https://x.com/hataf_capital/status/1974119892807758115) [@hataf_capital](/creator/x/hataf_capital) 2025-10-03T14:30Z 3082 followers, XXX engagements


"AppLovin: The SEC Scare Is Just Noise In An AI Advertising Powerhouse (Rating : Strong Buy) When I saw AppLovin $APP plunge XX% on Monday I wasnt surprised Ive seen this movie before. A single headline hits the wire a cloud of regulatory fear sweeps over the market and the algorithms do the rest. This time Bloomberg reported that the SEC was potentially probing AppLovins data collection practices nothing confirmed no formal allegations just whispers of an inquiry. Yet the stock sold off like a company in crisis. To me that reaction says more about investor psychology than AppLovins"  
[X Link](https://x.com/hataf_capital/status/1975473175463919872) [@hataf_capital](/creator/x/hataf_capital) 2025-10-07T08:08Z 3082 followers, 15K engagements


"IonQ: A Brilliant Story But A Deeply Overvalued Bet In A Race Its Losing (Rating: Sell) By Talha Quraishi When I first started following the quantum computing sector IonQ $IONQ immediately stood out. It was the face of a bold new era a company that brought an esoteric almost sci-fi technology to Wall Street. The narrative was seductive: a pure-play quantum computing firm going public through a SPAC selling the dream of the next semiconductor revolution. But over the past year as Ive followed IonQs progress and compared it to real advancements from IBM $IBM Google $GOOGL and others my"  
[X Link](https://x.com/hataf_capital/status/1981281079836496290) [@hataf_capital](/creator/x/hataf_capital) 2025-10-23T08:46Z 3080 followers, 1162 engagements


"Molina Healthcare: The Market Is Overreacting To Utilization Fears Over the past few months Ive watched Molina Healthcare $MOH become a victim of market overreaction. The stock has been punisheddown over XX% since summer largely on fears of rising utilization costs in Medicaid and Medicare. But in my view this selloff has gone too far. The short-term noise has masked a strong fundamentally stable business thats likely to regain profitability once new reimbursement rates kick in. I believe the market is misunderstanding whats actually happening under the hood. Yes higher utilization is"  
[X Link](https://x.com/hataf_capital/status/1981362123490885981) [@hataf_capital](/creator/x/hataf_capital) 2025-10-23T14:08Z 3082 followers, 1654 engagements


"Palantir Expands Its AI Footprint With Lumen A $XXX Million Plug Into the Network Layer When I first read about Palantirs $PLTR expanded partnership with Lumen Technologies $LUMN I knew it wasnt just another software deal. On the surface its a $XXX million contract over multiple years but strategically its a bold move to wire Palantirs intelligence layer directly into the fabric of global data infrastructure. Thats what makes this partnership different. Lumen isnt just a telecom company its one of the largest digital backbone operators in the world moving petabytes of data daily for"  
[X Link](https://x.com/hataf_capital/status/1981703688839176509) [@hataf_capital](/creator/x/hataf_capital) 2025-10-24T12:45Z 3080 followers, 4000 engagements


"3 Under-the-Radar Stocks Powering the Data Center Boom Theres a quiet revolution happening behind the scenes of the AI era one that doesnt involve flashy GPUs or trillion-dollar chipmakers. Its happening inside data centers: the physical backbone of artificial intelligence. Every ChatGPT prompt every AI-generated image every autonomous car decision all of it runs through vast halls of servers cooled by industrial systems and managed by highly specialized software. As AI demand surges so does the infrastructure beneath it. According to McKinsey AI workloads will account for XX% of all data"  
[X Link](https://x.com/hataf_capital/status/1982005634053640582) [@hataf_capital](/creator/x/hataf_capital) 2025-10-25T08:45Z 3082 followers, XXX engagements


"Qualcomm Enters the AI Arena: Can It Really Challenge Nvidias Dominance After years of quietly watching the AI accelerator race from the sidelines Qualcomm $QCOM just made its boldest move yet stepping directly into Nvidias most lucrative turf: the data center. The company unveiled its new AI200 chip a high-performance accelerator built to power data centers running artificial intelligence workloads. The chip will ship next year available in multiple formats as a standalone processor as add-in cards for existing servers or as part of complete server racks designed by Qualcomm itself. And the"  
[X Link](https://x.com/hataf_capital/status/1982815792124035214) [@hataf_capital](/creator/x/hataf_capital) 2025-10-27T14:24Z 3080 followers, XXX engagements


"The Underdog Has Room to Surprise Shares of Qualcomm surged as much as XX% following the announcement their biggest single-day gain in over six months as investors reacted to the prospect of Qualcomm finally entering the AI boom rather than simply supplying chips for phones that use AI. But excitement must be tempered with realism. Qualcomms AI data center revenue contribution will likely remain modest in the near term. The key question isnt whether Qualcomm can build good chips its whether the market will adopt them fast enough to move the financial needle. That said I believe Qualcomms"  
[X Link](https://x.com/hataf_capital/status/1982815798574862641) [@hataf_capital](/creator/x/hataf_capital) 2025-10-27T14:24Z 3080 followers, XXX engagements


"GE Vernova: Powering Up For An Electrified Future (Rating: Strong Buy) By Talha Quraishi When GE Vernova $GEV announced it would acquire the remaining XX% stake in Prolec GE its long-standing joint venture with Mexicos Xignux for $XXX billion my first thought was simple: this is not just another acquisition its a power move. For decades GE has built its empire on turbines transmission and trust. But the world it once powered with gas and steam is now shifting to one powered by electrons and semiconductors. Electricity demand is exploding not from households but from hyperscale data centers AI"  
[X Link](https://x.com/hataf_capital/status/1980953385563013201) [@hataf_capital](/creator/x/hataf_capital) 2025-10-22T11:04Z 3082 followers, 5026 engagements


"I just posted an Exlusive Article on my substack "Lam Research $LRCX: AI And HPC Growth With More Upside Ahead" The stock price has appreciated by XX% over the past XX months and has significantly outperformed the benchmark. Check it out Its Free:"  
[X Link](https://x.com/hataf_capital/status/1981044281411604750) [@hataf_capital](/creator/x/hataf_capital) 2025-10-22T17:05Z 3082 followers, XXX engagements


"@Asdruba33479610 $LUMN is very intresting in this regard but the reason that I didn't include it in the list is because we already published a detailed thesis on LUMN yesterday"  
[X Link](https://x.com/hataf_capital/status/1982020136392438189) [@hataf_capital](/creator/x/hataf_capital) 2025-10-25T09:43Z 3082 followers, XXX engagements


"Cocoa Prices Slide as Traders Bet on a Supply Rebound Cocoa futures extended their slide this week as markets turned sharply bearish on supply prospects betting that a stronger West African harvest could swing the market back into surplus. After a record-breaking rally earlier this year the tone has shifted and traders are finally exhaling. In New York cocoa futures fell as much as XXX% on Monday mirroring similar declines in London. The drop follows a brief recovery last week likely driven by short-covering after months of speculative volatility. Prices are now down roughly XX% from"  
[X Link](https://x.com/hataf_capital/status/1982830997063233701) [@hataf_capital](/creator/x/hataf_capital) 2025-10-27T15:25Z 3080 followers, XXX engagements


"Philip Morris Taps Debt Markets Again With $XXX Billion Bond Sale Philip Morris International $PM is back in the US bond market launching a $XXX billion multi-tranche investment-grade offering its second major debt issuance of 2025. The move comes as large corporates rush to lock in funding ahead of a potentially pivotal Federal Reserve meeting this week. According to market sources the 10-year portion of the deal the longest in the five-part issuance is expected to yield XXXX percentage points over Treasuries tighter than the initial guidance of around XXXX percentage points. That narrowing"  
[X Link](https://x.com/hataf_capital/status/1982867158788182425) [@hataf_capital](/creator/x/hataf_capital) 2025-10-27T17:49Z 3080 followers, XXX engagements


"Applied Materials: A Brilliant Execution Story Now Priced for Perfection (Raitng: Buy) When I upgraded Applied Materials $AMAT earlier this year it wasnt because of hype. It was because the stock had quietly fallen out of favor while its fundamentals stayed rock solid. Earnings were climbing cash flows were strong and the company was doing what it has always done best turning leading-edge semiconductor innovation into durable shareholder value. Fast forward three months and AMAT has surged more than XX% outperforming both the semiconductor index and the S&P XXX. That kind of run isnt unusual"  
[X Link](https://x.com/hataf_capital/status/1975851711160816125) [@hataf_capital](/creator/x/hataf_capital) 2025-10-08T09:12Z 3082 followers, 1127 engagements


"Sea Limited: The Amazon Of Southeast Asia With Room To Run ( $SE Rating: By) By Talha Quraishi When I first traveled across Southeast Asia a few years ago I noticed something striking whether it was Jakarta Bangkok or Manila everyone seemed to be scrolling through the same orange app. That app was Shopee the beating heart of Sea Limited $SE. It wasnt just another e-commerce platform; it was a digital lifeline for millions of small merchants and consumers. Fast forward to today Shopee has cemented itself as the undisputed e-commerce leader in the region commanding over XX% market share in"  
[X Link](https://x.com/hataf_capital/status/1978796275526176770) [@hataf_capital](/creator/x/hataf_capital) 2025-10-16T12:12Z 3082 followers, 3263 engagements


"Super Micro: Why Im Buying the Dip Despite the $1.5B Miss (Rating: Buy) By Talha Quraishi When a high-growth AI infrastructure stock like Super Micro Computer $SMCI drops X% after missing revenue estimates by nearly $XXX billion most investors first instinct is to run. Mine was to take a closer look. Because in markets like this perception often moves faster than reality and Super Micros Q1 update was a classic example of that disconnect. The headlines painted a grim picture: Q1 FY2026 revenue of $5.0B versus $6.48B expected a sharp miss. But buried beneath those numbers was an important"  
[X Link](https://x.com/hataf_capital/status/1981427553094008889) [@hataf_capital](/creator/x/hataf_capital) 2025-10-23T18:28Z 3082 followers, 3842 engagements


"Eli Lilly: Why I Believe Another Monster Quarter Is Coming ( $LLY Rating: Buy) By Talha Quraishi When Herman Melville wrote To produce a mighty book you must choose a mighty theme he certainly wasnt talking about diabetes or obesity drugs. Yet that quote captures exactly what Eli Lilly $LLY has done it chose a mighty theme and its rewriting the future of modern medicine around it. Ive followed this company long enough to say one thing with conviction: Eli Lilly doesnt play small. Its research strategy is bold its R&D spending is aggressive and its willingness to take risks is the reason it"  
[X Link](https://x.com/hataf_capital/status/1982745463229919703) [@hataf_capital](/creator/x/hataf_capital) 2025-10-27T09:45Z 3080 followers, XXX engagements


"$QCOM Just announced new AI chips that may be able to compete with $AMD & $NVDA The stock is instantly up +16%"  
[X Link](https://x.com/hataf_capital/status/1982814078167826590) [@hataf_capital](/creator/x/hataf_capital) 2025-10-27T14:18Z 3080 followers, XXX engagements


"Novartis $12B Avidity Bet: A Smart but High-Stakes Move to Protect Growth Rating: Buy When I first read that Novartis $NVS is buying Avidity Biosciences $RNA for roughly $XX billion I wasnt surprised but I was intrigued. This is a deal that says a lot about where Novartis stands today: a company that knows its best days depend on how well it can replace aging blockbusters before they fall off the patent cliff. Ive followed Novartis closely over the years and its playbook is clear when growth slows it buys its way back into relevance. The companys prostate cancer radiopharma drug Pluvicto came"  
[X Link](https://x.com/hataf_capital/status/1982882276246716818) [@hataf_capital](/creator/x/hataf_capital) 2025-10-27T18:49Z 3080 followers, XXX engagements