AI

Palantir (NYSE: PLTR) is not just a key player in government intelligence and data integration, it’s a burgeoning force in the private sector, with a 23% growth outpacing its government revenue growth. Its Q3/2023 earnings reflect a 210% YTD stock price increase, ranking it among the top Artificial Intelligence (AI) stocks. With the launch of its AI Platform and other innovative products, Palantir is rapidly expanding its customer base and commercial footprint. Analysts see a large TAM, predicting significant revenue growth and a potential stock upside, as Palantir leverages AI to redefine its industry. [more]

In this short video, Chris Thompson of eResearch explores the Canadian ICT sector’s M&A dynamics, focusing on the strategic use of roll-up strategies by leading companies. The report provides an in-depth analysis of companies like Constellation Software and Ciscom Corp., showcasing how they leverage acquisitions to fuel growth and expand their market presence. Learn about the factors driving M&A activity in Canada and why ICT companies are prime targets for consolidation. Download our detailed 22-page report for an insider’s look at the Canadian ICT M&A industry. [more]

AMD’s MI300 series, blending CPU, GPU, and memory, is poised to challenge Nvidia’s dominance in the AI accelerator market. AMD’s MI300 series of accelerators, introduces two distinct models to cater to diverse market needs and specifically targeting the AI and large language model (LLM) market. [more]

Nvidia’s stock surge underscores the AI chip industry’s evolution, with a pivot towards specialized AI applications. This shift highlights the importance of Electronic Design Automation (EDA) software in developing custom AI chips. As the EDA market anticipates robust growth, companies like Synopsys and Cadence emerge as key players. Investors are eyeing valuation metrics closely, as these tools become critical in assessing the burgeoning sector’s financial health and growth potential. [more]

NVIDIA has cemented its status as a leader in AI technology, with a 208% YTD stock price increase and a market cap surpassing $1 trillion. Its innovative CPUs and GPUs has positioned it at the forefront of AI chip design, evidenced by its quantum computing advancements and the cuQuantum toolkit. However, the Company’s success story is shadowed by the historical volatility of market leaders and looming competition. With a forward PE ratio of 45.4 and an EV/EBITDA of 38.2, NVIDIA’s valuation metrics reflect a market betting heavily on its continued dominance in AI, despite the inherent risks of overvaluation and aggressive competition. [more]

We have written a 22-page Industry Report on “Roll-Up Strategies in the Canadian ICT Industry; Your Guide to Understanding and Investing in M&A-Focused Public Companies”. In this report, we provide a brief overview of the ICT industry and 11 companies in Canada that are executing an M&A roll-up strategy as part of their core business strategy. The report also highlights Ciscom Corp. (CSE: CISC), Canadian-based holding company that executes a M&A roll-up strategy focused on solutions and related services in the ICT industry. [more]

In this short video, Chris Thompson of eResearch talks about EQ’s Q3 financial results and recently launched retail insights product. The 13-page Equity Research Report covers an in-depth analysis of the company, a detailed overview of its Q3/2022 financial results, and a review of its new retail insights product called “Clearlake” which was launched in beta with clients. [more]

EQ released its Q3/2022 financials and reported revenue of $2.1 million, down from $3.1 million in Q3/2021, and lower than our estimate of $3.5 million. The decline was primarily due to clients delaying certain advertising campaigns into 2023. However, it continued to roll out its retail data insights tool to customers which we believe should positively impact revenue, Gross Margins, and EBITDA in 2023. [more]