Insights · Coverage
Coverage universe.
The names INH Capital follows, with a one-line thesis for each. Formal ratings and price targets stay Under Review until we publish them in a note.
17 names. Open a name for its teaser and any published research, or go to the research library.
17 of 17 names
- NVDAUnder Review
NVIDIA Corporation
AI accelerator franchise; coverage stub.
Active coverage · dossier stub
- INTCHoldResearch note
Intel Corporation
Downgraded to Hold, PT $80 (from $175) on Oct 30, 2026. Data center demand is strong, but the Q4 guide, substrate limits and a negative 2027 free cash flow outlook break the execution case.
Hold since Oct 30, 2026 · history: Oct 27 preview PT $175 (v1.0), Oct 28 update PT $175 (v1.1), Oct 30 Hold PT $80 (v2.0)
- MUUnder ReviewResearch note
Micron Technology, Inc.
Top Buy #3: HBM / DRAM exposure to AI infrastructure demand.
Top Buy #3 · dossier in progress
- SNDKUnder Review
Sandisk Corporation
NAND / storage cycle name in universe.
Active coverage · dossier stub
- SKHYUnder Review
SK hynix Inc.
HBM / memory supplier in AI stack.
Active coverage · dossier stub
- AMDUnder Review
Advanced Micro Devices, Inc.
CPU / GPU / AI accelerator competitor set.
Active coverage · dossier stub
- NBISUnder Review
Nebius Group N.V.
Top Buy #2: among the most bullish data-center names; we expect significant guide-ups.
Top Buy #2 · dossier in progress
- CRWVUnder Review
CoreWeave, Inc.
Among the most bullish data-center names with NBIS; we expect significant guide-ups.
Active coverage · lean noted · dossier stub
- IRENUnder Review
IREN Limited
Power / data-center adjacency in universe.
Active coverage · dossier stub
- AMATUnder Review
Applied Materials, Inc.
WFE / process equipment enabler.
Active coverage · dossier stub
- APLDUnder Review
Applied Digital Corporation
AI data-center / HPC hosting adjacency.
Active coverage · dossier stub
- SNPSUnder Review
Synopsys, Inc.
EDA / design IP stack.
Active coverage · dossier stub
- CDNSUnder Review
Cadence Design Systems, Inc.
EDA / system design stack.
Active coverage · dossier stub
- AVGOUnder Review
Broadcom Inc.
Buy lean / higher risk-reward after drawdown.
Active coverage · lean noted · dossier stub
- QSUnder Review
QuantumScape Corporation
Energy Top Buy: solid-state battery optionality.
Energy Top Buy · dossier stub
- BEUnder Review
Bloom Energy Corporation
Energy Top Buy: solid oxide fuel-cell / on-site power for data-center and industrial load.
Energy Top Buy · dossier stub
- VSTUnder Review
Vistra Corp.
Energy Top Buy: flexible generation / retail power exposed to AI load growth.
Energy Top Buy · dossier stub
For informational purposes only. Research, ratings, signals (including Strong Buy / Buy / Hold / Sell), price targets, technical analysis, sentiment, and flow data are opinions of INH Capital, not recommendations to buy, sell, or hold any security. They do not mean you should take any trade. Every reader must do their own due diligence and form an independent decision. Not investment advice. Not a solicitation or offer to buy or sell securities. INH Capital is not a registered investment adviser. Past performance is not indicative of future results.