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2 days 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 days 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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5 days 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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1 week 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 week 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 week 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.
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1 week ago | 
seekingalpha.com | Victor Dergunov
May 26, 2025 12:48 PM ET, , , , , , SummaryMarket sentiment has swung from extreme fear to greed, with the S&P 500 surging by 25% since April, but optimism may now be overextended. Higher-than-expected inflation and delayed Fed rate cuts are keeping consumer and business borrowing costs at multi-decade highs, straining the economy. Banks are profiting from high rates, but future rate cuts and potential credit defaults could challenge their earnings and market stability.
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2 weeks ago | 
seekingalpha.com | Victor Dergunov
May 22, 2025 12:59 PM ET, , , , , , , , , , , , SummarySilver is highly undervalued relative to gold, with strong industrial demand and a persistent supply deficit supporting a bullish outlook. Current macroeconomic conditions—rising debt, potential rate cuts, and possible QE—create a favorable environment for gold and especially silver. Technically, silver is consolidating and poised for a breakout above $34-35, with potential to reach $72 or higher in the coming years.
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3 weeks ago | 
seekingalpha.com | Victor Dergunov
May 15, 2025 11:29 AM ET1 CommentSummaryDespite massive recent weakness and uncertainty, I believe UNH is a "reluctant" buy due to its cash flow, dividend, and systemic importance. UNH faces unprecedented selling pressure, CEO resignation, DOJ investigation, and negative public sentiment, making it a high risk/reward investment currently. Valuation is compelling: UNH trades at 11-13x forward earnings, with a reasonable expectation of earnings recovery and growth returning in 2026.
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3 weeks ago | 
seekingalpha.com | Victor Dergunov
May 15, 2025 9:46 AM ET, , , , , , , SummaryAdvanced Micro Devices, Inc. remains undervalued at 18x 2026 EPS, with strong AI prospects and a recent 60% rebound from lows. Blockbuster Q1 earnings beat expectations, with AI sales up 57% YoY and client segment sales up 68%. Major $10B AI partnership with HUMAIN and a $6B buyback boost long-term growth and EPS potential. My one-year price target is $175, with further upside possible as AMD's valuation and AI momentum improve.
