Is Elon's Empire Crumbling?

Jeff Brown - the legend who called Tesla and Nvidia early - says Elon is about to launch a $25T AI revolution. This isn't another chatbot. It's real-world AI that could 14X the impact of ChatGPT. But after July 23rd, it may be too late.

DeepSeek News Plunges IT Hardware Stocks, But Analyst Sees 5 Bright Spots Among Tech Giants

Nabaparna Bhattacharya
January 28, 2025

IT hardware stocks have dropped following the DeepSeek news.

Despite the plunge, BofA Securities analyst Wamsi Mohan likes stocks such as Corning Inc (NYSE:GLW), Hewlett Packard Enterprise Co (NYSE:HPE), Western Digital Corp (NASDAQ:WDC), Seagate Technology Holdings PLC (NASDAQ:STX), IBM (NYSE:IBM) and Apple Inc. (NASDAQ:AAPL) for various idiosyncratic reasons.

The analyst focused largely on non-AI-themed stocks that have specific catalysts.

Corning: The analyst noted that Corning's key drivers include a cyclical recovery in its optical business, growth in Lumen/BEAD programs, solar opportunities, stable display profitability and its upcoming Investor Day on March 18.

See Also: Amazon Prime Video Shifts Focus To Live Sports, Looks To Become Profitable By End Of 2025

Hewlett Packard: The company's key drivers are the Juniper Networks, Inc. (NYSE:JNPR) acquisition and synergies, IT spending recovery and cost-cutting initiatives, with AI server exposure not factored into the valuation.

The analyst anticipates Hewlett Packard will experience a pro-forma EPS increase of 8% for 2026, excluding synergies, and 18% with $350 million in cost synergies.

Western Digital: The company's key driver is the upcoming spin-off, which is expected to unlock value between $5-$10 billion.

Seagate Technology: The firm's key drivers include the ramp-up of HAMR, higher gross margins from high-capacity drives, and sustained data center spending.

Apple: The tech behemoth's key drivers include the iPhone SE launch, insourcing the modem for higher margins, WWDC with AI use cases, and iPhone 17 in Sept 2025.

Read Next:

  • OpenAI's Sam Altman Flip Flops On Trump After $500 Billion Stargate AI Project, Says ';I Wish I Had Done More Of My Own Thinking'

Photo: Shutterstock

Continue Reading...

Popular

Tesla Cybertruck Bet Not Paying Off? Ford, GM Outsell EV Giant

Elon Musk's dream of having a top-selling electric pickup may be a thing of the past as the Cybertruck continues to see declining demand.

How to Hack a $1.3T Market - Ad

Forget concrete. The new foundation for real estate success is digital, and Pacaso leads the way. Their tech unlocks a $1.3T real estate market. They've already earned $110M+ in gross profits in their operating history and reserved the Nasdaq ticker PCSO.

Semiconductor Stocks React To Key Policies And Earnings

Semiconductor chip companies, including Nvidia, AMD, Broadcom, Marvell Tech, and Super Micro had a volatile week due to trade policies and earnings.

Trump's 'Big, Beautiful Bill' Hands $5 Billion Win To Big Pharma: Report

Trump's $3.3 trillion domestic agenda bill, passed by the House on Thursday, includes a significant victory for pharmaceutical companies .

Back This Medical AI Tech - Ad

You don't often find healthcare tech company valued at $4M. HeartSciences is an exception. With $75M invested, including R&D, clinical trials, and product development, their patented AI software is approaching FDA submission, a potential major inflection point.

Coldplay's jumbotron captures — what exactly? The internet has its theories

LONDON (AP) — It started out as a routine bit of fun at a Coldplay concert: Lead singer Chris Martin asked the cameras to scan the crowd for his “Jumbotron Song,” when he sings a few lines about the people the camera lands on.

Elon's Greatest Invention... Hidden in South Memphis? - Ad

In South Memphis, I uncovered what could be Elon Musk's biggest invention yet. It's so secretive, rivals are flying drones to spy on it. If you're serious about investing in AI, now's the time to see what's really going on inside those walls.

Circle CEO: Stablecoins Are Going Mainstream — Fast

Jeremy Allaire, CEO of Circle Internet Group, Inc. (NYSE:CRCL), is offering a compelling vision for the future of digital finance and the role of stablecoins in the global economy.

Drone attacks on oil fields in Iraq's Kurdish region shut down another facility

BAGHDAD (AP) — Drones targeted Wednesday, the latest in a series of attacks in recent days that have put several oil facilities out of commission.

President Trump's "Pure Genius" Crypto Plan - Ad

First came "Make America Great Again" (MAGA)... Then came "Make America Healthy Again" (MAHA)... Now comes President Trump's boldest initiative yet. Jeff Brown calls it "Project MAFA." It's a revolutionary crypto plan that could flood a tiny corner of the market with up to $3.7 trillion. Already, it's helping small plays jump as high as 300%, 318%, 520%, and even 600%. For a few days only, Jeff's sharing everything - including how to get a huge discount on his research.

After years of tough rules on liquids and footwear, US air travel may be on the cusp of a new era

NEW YORK (AP) — When limits on liquids were introduced at TSA checkpoints across the country in 2006, bins overflowed with bottled water, toothpaste, shaving cream and so much more. Nearly two decades later, travelers are much more accustomed to the “3-1-1” regulations" governing the size of the liquids they're flying with, but scenes of passengers guzzling a beverage before putting their bags through the screening machines are still common.

Tariff-Driven Cash Payouts, Right Off Your Smart Phone? - Ad

The U.S. Treasury has raked in $15B from Trump's tariffs - and now, thanks to Title 15, you could pocket $100-$1,000 upfront payouts yourself. No stocks needed. Just use your phone and my #1 income strategy to start collecting now.

Funders commit $1B toward developing AI tools for frontline workers

A coalition of funders, including the and Ballmer Group, will spend $1 billion over 15 years to help develop tools for public defenders, parole officers, social workers and others who help Americans in precarious situations.

Trump keeps saying the GOP mega bill will eliminate taxes on Social Security. It does not

WASHINGTON (AP) — President keeps saying that Republicans' mega legislation will eliminate taxes on federal benefits.

The Tesla Shock Nobody Sees Coming - Ad

While headlines scream "Tesla is doomed"...Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as July 23rd.

Trump Hit With Backlash Over Use of Antisemitic Slur at Iowa Rally

President Trump faced criticism from Jewish leaders and lawmakers on Friday after using a term historically associated with antisemitic stereotypes.

One Tech Tip: How to clean your computer, earbuds and smartphone

LONDON (AP) — Smartphones, laptops, headphones and other electronic devices are essential for work and play in our daily lives. But all that time spent typing, scrolling or listening also means our devices gradually accumulate grime that needs to be cleaned off.

Major Rollout of Social Security X? - Ad

Before leaving D.C., Elon Musk may have greenlit "Social Security X"-a digital overhaul backed by Trump. Set to launch as soon as July 23, this shift could impact 72M Americans-and send 3 tiny tech stocks soaring.

Do as I say, not as I do: On my failings as an investor

If a knowledgeable observer trained his or her sights on my choices, what are the trouble spots they would identify? Here are some of the biggies.

FDA Submission Expected This Summer - Invest Before It Happens - Ad

This company is making heart disease easier to detect with AI. Their tech has officially been designated a "Breakthrough" by the FDA. You now have an opportunity to get in at a potential inflection point.

Republican senators caution Trump against firing Fed chair Jerome Powell

WASHINGTON (AP) — is gaining some key backing on Capitol Hill from GOP senators who fear the repercussions if President follows through with the politically independent central banker.

Forget Nvidia: Try This Secret Instead - Ad

Wall Street icon Larry Benedict has discovered a unique way to crush Nvidia. All you have to do is change one letter in Nvidia's ticker symbol, and you could get two- or three-times bigger gains. Same thing with Tesla... Apple... and more. Sounds impossible, but it's true.

Trump's bid to claw back $9B in foreign aid and public broadcasting funds nears Senate vote

WASHINGTON (AP) — President Donald Trump's request to cancel about $9 billion in foreign aid and public broadcasting spending is nearing passage in the Senate, an action that would have a tiny impact on the nation's rising debt but could have major ramifications for future spending fights in Congress.

Is Elon's Empire Crumbling? - Ad

Jeff Brown - the legend who called Tesla and Nvidia early - says Elon is about to launch a $25T AI revolution. This isn't another chatbot. It's real-world AI that could 14X the impact of ChatGPT. But after July 23rd, it may be too late.

Tesla debuts in India with upscale showroom launch in Mumbai

NEW DELHI (AP) — opened its first showroom in on Tuesday, marking the electric vehicle maker’s long-anticipated debut in the world’s third-biggest automotive market.

How to Hack a $1.3T Market - Ad

Forget concrete. The new foundation for real estate success is digital, and Pacaso leads the way. Their tech unlocks a $1.3T real estate market. They've already earned $110M+ in gross profits in their operating history and reserved the Nasdaq ticker PCSO.

Seven & i Crashes 9% After Couche-Tard Yanks $47 Billion Takeover Bid, Slams 'Lack of Good Faith' Talks — Tokyo Retail Giant Calls Move 'Unilateral'

Seven & i Holdings shares tumbled 9% on Thursday on the Tokyo exchange to a low of 2,000 Japanese Yen ($13.50) after Canada's Alimentation Couche-Tard withdrew its $47 billion takeover bid, citing "persistent lack of good faith engagement." Trading resumed at 10:16 a.m. local time following a halt.

ProKidney Stock Shoots Up Over 8% After Hours After Staggering 515% Rally On Wednesday

ProKidney (NASDAQ: PROK) experienced a surge of 515% during Tuesday's trading session and gained additional 8.58% after-hours to $4.05 on positive Phase 2 trial results, with trading volume seeing a jump to 39.8 million shares from an average of 1.12 million.

Back This Medical AI Tech - Ad

You don't often find healthcare tech company valued at $4M. HeartSciences is an exception. With $75M invested, including R&D, clinical trials, and product development, their patented AI software is approaching FDA submission, a potential major inflection point.

Tim Cook's New Job Is Keeping Trump 'Happy,' Says Economist Justin Wolfers: 'Innovation Takes A Back Seat To Political Favoritism'

According to University of Michigan economist Justin Wolfers, in recent months, Apple Inc. (NASDAQ: AAPL) CEO Tim Cook has been spending far more time managing politics than pursuing new innovations.

BitMine Stock Is Trading Higher Wednesday: What's Going On?

BitMine Immersion Technologies, Inc. (AMEX:BMNR) shares are trading higher Wednesday after a Schedule 13G filing revealed that FF Consumer Growth, a firm linked to billionaire investor Peter Thiel, has taken a stake in the company.

Elon's Greatest Invention... Hidden in South Memphis? - Ad

In South Memphis, I uncovered what could be Elon Musk's biggest invention yet. It's so secretive, rivals are flying drones to spy on it. If you're serious about investing in AI, now's the time to see what's really going on inside those walls.

Once Powerless, Now Priceless: V.J. Edgecombe's Journey From No Electricity to $50.4M NBA Future

Valdez "V.J." Edgecombe Jr., a young basketball player who once lived without electricity for seven years, is now on the verge of signing a contract worth $50.4 million.

Trending Now

Information, charts or examples are for illustration and educational purposes only and not for individualized investment management This message contains commercial elements, such as advertising. We only send these offers to those who have opted in to our newsletter. Past performance is not indicative of future results. For these reasons we strongly suggest trading in a DEMO/Simulated account. The information provided by us is for educational and informational purposes only. We make no representations or warranties concerning the products, practices or procedures of any company or entity mentioned or recommended and have not determined if the statements and opinions of the advertiser are accurate, correct or truthful. If you use, act upon or make decisions in reliance on information contained or any external source linked within it, you do so at your own peril and agree to hold us, our officers, directors, shareholders, affiliates and agents without fault.

Copyright trendadvisor.net
Privacy Policy | Terms of Service