Computers and Peripherals

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Evaluations of firms producing hardware like PCs, printers, and storage devices.

Lam Research Corporation (LRCX) Trades at a Significant Discount to Its Intrinsic Value

Financial Analysis Gwilym McGrew -
New York, March 18, 2026 – Lam Research Corporation (NASDAQ: LRCX), the global leader in wafer fabrication equipment and services essential to semiconductor manufacturing,...

Micron Technology (MU) Delivers Explosive Momentum at Current Levels

Financial Analysis Gwilym McGrew -
New York, March 18, 2026 – Micron Technology, Inc. (NASDAQ: MU) stands at the epicenter of the AI infrastructure boom, posting record fiscal 2025...

IBM’s Owner Earnings Points to Moderate Upside at Current Levels

Financial Analysis Gwilym McGrew -
New York, March 18, 2026 – International Business Machines Corporation trades at $251.60 per share. The McGrew Growth 20-year model calculates an intrinsic value...

The Magnificent Seven’s Growth Rate Peak: A Turning Point for the S&P 500

Financial Analysis Gwilym McGrew -
If the Mag 7's revenue growth rate does indeed peak in Q1 2026 and begins to decelerate, the most likely implication would be a...

Apple’s Q3 2025 Earnings: A Mixed Signal for Investors as AI-Driven Growth Contends with Valuation Concerns

Financial Analysis Gwilym McGrew -
CUPERTINO, CA – Apple Inc. (AAPL) delivered its fiscal third-quarter 2025 earnings report today, showcasing record revenue and highlighting significant momentum in its key...

Lam Research Soars: Q1 2025 Results Affirm Unmatched Semiconductor Prowess and Bright Outlook

Financial Analysis Gwilym McGrew -
SANTA CLARA, CA – July 30, 2025 – Lam Research Corporation (NASDAQ: LRCX), a pivotal force in the global semiconductor industry, has once again...
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