JR Research – Invest Smart Edge

JR Research | NVDA | NVDA:CA | VRT

Vertiv: I’ve Learned My Lessons About Chasing AI Bubbles (Downgrade)

ByMario Cazombo June 2, 2025

JR Research | MU | MU:CA | NVDA | NVDA:CA | SMH

Micron: This Bump Might Just Be The Last (Rating Downgrade)

ByMario Cazombo June 2, 2025

AMZN | AMZN:CA | CRWV | JR Research | MSFT | MSFT:CA | NVDA | NVDA:CA | ORAC:CA | ORCL

Nvidia: The Jensen Magic May Be Fading (Rating Downgrade)

ByMario Cazombo June 1, 2025

CRM | CRM:CA | IGV | JR Research | MSFT | MSFT:CA

Salesforce: You May Not Get It This Cheap Again (Rating Upgrade)

ByMario Cazombo May 31, 2025

DELL | JR Research | NVDA | NVDA:CA

Dell: AI Growth Still Severely Under-Rated

ByMario Cazombo May 31, 2025

AVGO | AVGO:CA | JR Research | MRVL | MSFT | MSFT:CA | NVDA | NVDA:CA

Marvell: When The Market Thinks Good Earnings Still Aren’t Good Enough

ByMario Cazombo May 30, 2025

ACTV | AFMC | AFSM | ARKK | AVUV | BAPR | DIA | DJI | IVOO | IVOV | IVV | IVW | IWC | IWM | IWN | IWO | IWP | IWR | IWS | IYY | JR Research | MAGS | NDX | QQQ | RTY | SP500 | SPLV | SPMD | SPMO | SPMV | SPSM | SPUS | SPUU | SPVM | SPVU | SPX | SPXE | SPXL | SPXN | SPXS | SPXT | SPXU | SPXV | SPY | SPYD | SPYG | SPYV | SPYX | SQEW | SQLV | SSO | SSPY | SVAL | SYLD | TMDV | TPHD | TPLC | TPSC | UAUG | UJAN | UMAR | UMAY | UOCT | UPRO | USMC | USMF | USVM | VTI

Learn To Never Mess With America’s Exceptionalism

ByMario Cazombo May 30, 2025

AVGO | AVGO:CA | JR Research | MRVL | NVDA | SMH

Broadcom: Market Going All-In Again, Be Really Wary (Downgrade)

ByMario Cazombo May 29, 2025

AMZN | AMZN:CA | AVGO | AVGO:CA | CRDO | JR Research | MRVL | NVDA | NVDA:CA | SMH

Credo: Don’t Keep On Chasing The Highs (Rating Downgrade)

ByMario Cazombo May 28, 2025