Jabran's Two Cents
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CrowdStrike buys Fiddler and Dreadnode: paying up to secure AI agents

CrowdStrike ($CRWD) announced two acquisitions on Nov 3 at Fal.Con Europe in Barcelona: Fiddler AI and Dreadnode.

Nov 3•

Jabran Kundi

Airbnb Halloween Party Ban 2026: How AI Blocks Risky Bookings

For the sixth year running, Airbnb restricted high-risk reservations during Halloween

Nov 1•

Jabran Kundi

October 2026

10 Fastest Growing AI Stocks To Buy Now

As promised, my top 10 list for the fastest growing AI stocks is now out on Insider Monkey.

Oct 31•

Jabran Kundi

10 Best Semiconductor Stocks to Buy for the Next 5 Years

These companies are expected to grow earnings by 60% over the next 5 years. I ranked these stocks by their expected 5-year EPS growth.

Oct 28•

Jabran Kundi

Goldman Sachs Upgraded Palantir. Can Its AI Growth Justify a 115x P/E?

Goldman Sachs recently upgraded the stock from Neutral to Buy, setting a $230 price target.

Oct 26•

Jabran Kundi

2

Nebius Is Turning Away 75% of Its Customers. This Quiet Deal Could Help Fix That.

Nebius’ acquisition of Inferize could improve GPU efficiency and help it serve more AI demand while new data center capacity comes online.

Oct 26•

Jabran Kundi

Broadcom May Be Funding Its Own AI Chip Demand

As capital becomes the bottleneck, companies are making their moves to secure financing.

Oct 23•

Jabran Kundi

How Strong Are ZScaler’s Finances?

The company’s guidance came in above consensus on the earnings report.

Oct 22•

Jabran Kundi

August 2025

A 3-Year-Old Startup Allegedly Stole TSMC’s Designs. Here’s Why It Still Can’t Make the Chips

Just because TSMC’s 2nm designs got stolen doesn’t mean anyone can now start manufacturing at this node.

Aug 9•

Jabran Kundi

Jabran’s Two Cents

Jabran Kundi: stock newsletter writer and stock market ghostwriter (US stocks: AI, semis, robotics, space).

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