AMD is too overvalued for the current market risk, even after good earnings, and its fundamentals will take time to catch up to the valuation, meaning a period of stagnation. Per Wall St Engine, Q2 revenue rose 50% to $11.5B with data center sales up 107%, and Q3 revenue guidance of about $13.0B topped estimates. x.com  x.com  x.com  x.com  x.com 

NVE's spintronic sensors are locked into products that cannot requalify a second source. Once one is designed into a pacemaker or defense module, swapping it means redoing the whole safety qualification, and couplers carry 40-plus-week lead times once a design is locked. Revenue grew 81% year over year last quarter on $31M trailing, with 79% gross and 66% operating margins, net cash and a 0.84 PEG. The risk: at $486M and 14.9x EV/sales, growth must repeat against a brutal comparison next year. … Show more

NVE Corporation is a little-known, profitable small cap with major robotics upside because its spintronic sensors sit in humanoid robot hands, the biggest bottleneck in building capable humanoids. Revenue rose 81% to $11.03M and EPS to $1.32 from $0.74, before the robotics segment behind the thesis even showed up. NVE fabs its own wafers, earns ~79% gross margins with almost no debt, has been in Abbott pacemakers for 20+ years, and just doubled its factory with capex about to roll off. x.com 

NVE looks cheaper on annualized run-rate earnings than two weeks ago despite a 50% jump, because earnings grew so fast. Revenue rose 81% to $11.03M and EPS to $1.32 from $0.74, with 81.3% gross and 66% operating margins, driven by new products, a strong semiconductor market and precision automation and robotics. The defense ramp the thesis rests on has not yet appeared in the numbers. x.com 

NVE Corporation's spintronics technology is no longer a joke, and its earnings transcripts reveal a wide range of applications. With fringe technologies suddenly far more valuable, its IP may find new uses and a surge in demand, even if management, long content with high-margin niches, does not radically change. It is a quantum-adjacent pure play paying about a 6% dividend that has escaped the quantum craze, partly because spintronics is a different niche and investor relations is inactive. … Show more