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1 week ago | 
seekingalpha.com | Victor Dergunov
Jun. 20, 2025 9:06 AM ET, , , , , , , , SummaryOil prices are likely to rise due to geopolitical tensions, Saudi and Russian budget needs, and potential U.S. policy shifts favoring higher prices. Current oil and gas stocks remain undervalued, with major players like Exxon and Chevron trading sideways despite strong fundamentals and future growth potential.
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1 week ago | 
seekingalpha.com | Victor Dergunov
SummaryDespite recent stock declines, I see Enphase Energy as a compelling buy due to its strong financial health and leading technology. Enphase is well-positioned to benefit if key competitor SolarEdge fails, potentially gaining significant market share in the solar industry. Interest rate cuts and potential future policy support could offset negative impacts from tax credit phase-outs and current high borrowing costs.
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1 week ago | 
seekingalpha.com | Victor Dergunov
Jun. 15, 2025 9:30 AM ET, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , The #1 Service For Proven Portfolio Profits The #1 Service For Proven Portfolio Profits SummaryThe Fed's prolonged high-rate policy is atypical, fueling debt risks and straining consumers as delinquencies rise in credit markets.
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3 weeks ago | 
seekingalpha.com | Victor Dergunov
SummaryUpgrading MongoDB to a buy after strong Q1 results, better-than-expected guidance, and a $1 billion buyback program. MDB consistently beats earnings estimates, with Q1 EPS and revenue smashing both consensus and internal guidance. Valuation remains attractive for a high-growth AI software company, with a forward P/E around 40 and P/S near 7. Raising 2025 price target to $285, reflecting 27% upside, but investors should monitor competitive and macroeconomic risks.
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3 weeks ago | 
seekingalpha.com | Victor Dergunov
This article was written byHi, I’m Victor Dergunov, MBA, and I’ve been an active investor for over 20 years. My passion for investing started early, and I’ve spent two decades honing strategies that consistently deliver results. Whether it's tech giants like Apple and Tesla or opportunities in commodities and crypto, I provide diversified insights to help you succeed. Join me, and let’s take your investing to the next level.
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3 weeks ago | 
seekingalpha.com | Victor Dergunov
This article was written byHi, I’m Victor Dergunov, MBA, and I’ve been an active investor for over 20 years. My passion for investing started early, and I’ve spent two decades honing strategies that consistently deliver results. Whether it's tech giants like Apple and Tesla or opportunities in commodities and crypto, I provide diversified insights to help you succeed. Join me, and let’s take your investing to the next level.
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3 weeks ago | 
seekingalpha.com | Victor Dergunov
Jun. 02, 2025 12:54 PM ET, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , SummaryU.S.-China trade tensions are escalating, especially over rare earth minerals, increasing volatility and risk of a near-term market pullback. China is far more dependent on the U.S. consumer market than commonly believed, making it vulnerable in prolonged trade disputes.
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4 weeks ago | 
seekingalpha.com | Victor Dergunov
May 30, 2025 10:11 AM ET, , SummaryI am downgrading Nvidia Corporation from a Strong Buy to a Buy due to potential AI infrastructure slowdown, margin pressure, and increased competition. Nvidia delivered another strong quarter with 33% EPS growth and a 69% YoY revenue increase, but future beats may be less frequent. AI infrastructure spending is likely to slow as hyperscalers reach capacity, which could impact Nvidia's growth and profitability from 2026 onward.
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1 month ago | 
seekingalpha.com | Victor Dergunov
SummaryDell stock has rebounded sharply from its lows, yet remains attractively valued at around 10x forward earnings, offering significant upside potential. Strong growth in Dell's data center server AI segment underpins my bullish outlook, with EPS estimates likely to exceed consensus and drive further gains. If Dell achieves $11 EPS and a higher P/E multiple, the stock could reach $165, representing about 50% upside from current levels.
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1 month ago | 
seekingalpha.com | Victor Dergunov
SummaryBroadcom remains an underappreciated AI leader with strong growth prospects and a dominant position in the ASIC market, despite recent volatility. The stock is still attractively valued, with robust EPS growth expected and a PEG ratio around 1.4, making it a compelling value/growth play. Upcoming earnings are likely to beat estimates, but updated guidance will be crucial for the next move; any dip to $220-200 is a long-term buying opportunity.
