EnerTuition - All Forecasts of Analytics Author

EnerTuition – Analytics Author

Author of Beyond the Hype, a comprehensive emerging technology stock analysis and discussion service on Seeking Alpha Marketplace. Currently, we focus on identifying and investing in the semiconductor, renewable energy, storage, EV, autonomous vehicle, CPU, and GPU markets.

Beyond the Hype is different because it is dedicated to cutting through management and Wall Street commentary and providing fresh and insightful perspectives from a mid-market M&A consultant specializing in the technology and energy industries who’s also been an individual Investor for over 25 years. The platform is about growth oriented investments primarily in market leaders and technology leaders. Investment philosophy is long term buy and hold with average holding time of several years.

Beyond the Hype is different because it is dedicated to cutting through management and Wall Street commentary and providing fresh and insightful perspectives on companies and investments. We see through hype, show the true value of companies, and make investments safer. A lot of views tend to be controversial, against the grain, and remarkably accurate.

In investing, people typically talk about high risk, high reward. At Beyond The Hype, we would like to do a little better. Our motto is: Low Risk, High Reward


Followers: 9967 / Contributor since: 2014

Author's Analysis

Another 60% Or More Downside Is Possible For Nvidia Stock

Another 60% Or More Downside Is Possible For Nvidia Stock
September 8, 2022

Summary Trade war and the associated geopolitical issues are a major headwind for Nvidia. The market is overestimating Nvidia’s moat in the datacenter as well as how quickly Nvidia could … Read more

Here Is The Price I’ll Start Buying Nvidia

Here Is The Price I’ll Start Buying Nvidia
September 8, 2022

Summary NVIDIA has been one of the best stocks to own during the past 2 decades, but it has a long history of very deep earnings and price cyclicality. A … Read more

Nvidia: Overdue For A Major Valuation Reset

Nvidia: Overdue For A Major Valuation Reset
August 23, 2022

Summary The revenue and margin impact of crypto mining is larger than the market realizes. Excluding crypto, COVID, and acquisition-related impacts, Nvidia’s organic growth is only in the teens – … Read more

RoCE Likely Marks The Beginning Of The End For Nvidia’s InfiniBand Business

RoCE Likely Marks The Beginning Of The End For Nvidia’s InfiniBand Business
August 19, 2022

Summary RoCE is a technology that makes industry standard Ethernet attractive for applications where Nvidia InfiniBand solutions were used before. Broadcom’s new Tomahawk 5 switch incorporates this game-changing RoCE technology … Read more

Nvidia: Another Warning Potentially Coming

Nvidia: Another Warning Potentially Coming
August 17, 2022

Summary Bank of America analyst looking for weak fiscal Q3 revenues from Nvidia. Historical trends suggest current estimates too high. Pullback to 50-day could provide nice entry point in NVDA … Read more