Wall Street Whispers: Three Stocks Worth Betting On, By Order of the Peaky Blinders

Nvidia: The Smart Money's Bet

Right so I hear whispers on the Street the kind that come with a stiff drink and a knowing nod. Seems Nvidia's got the gleam in its eye. They're flogging chips even with those damn export restrictions. "Family religion friends these are the three demons you have to slay if you want to succeed in business." And Nvidia seems to be doing just that. Some bloke at JPMorgan Harlan Sur reckons they're onto a good thing even with a few hiccups on the books. Thinks they'll hit $170 a share. Might be worth a punt if you've got the nerve.

Blackwell's Bounty: Demand Outstrips Supply

Sur says the demand for Nvidia's Blackwell platform is 'very strong' – stronger than Polly's gin on a Friday night. Apparently they can't make 'em fast enough. These big data center deals are rolling in from the likes of UAE Saudi Arabia and Taiwan. Sounds like a right racket if you ask me. But then again what isn't? He reckons Nvidia's staying ahead keeping the competition in the dust. Seems this Sur fella knows his onions. Though remember “Intelligence is a very valuable thing innit my friend? And usually it comes far too f***ing late.”

Zscaler: Guarding the Digital Fort

Now Zscaler. They're in the cybersecurity game. Protecting all those digital secrets eh? Turns out that's a booming business. Some other bloke Brian Essex from JPMorgan again is getting all excited about their 'Zero Trust Exchange platform'. Says they smashed expectations and raised their outlook. Always a good sign that. And these new products of theirs are racking up some serious cash – nearly a billion. Someone’s lining their pockets. But then so am I.

Zero Trust Zero Problems?

Essex seems pleased with the Red Canary deal reckons it'll help them stay ahead of the game using their 'intellectual property' and 'threat intel capabilities'. Sounds like a load of posh talk to me but if it keeps the money rolling in I'm not complaining. Says that IT budgets are tight but Zscaler didn't witness a "softer April". Remember “Everyone's a whore Grace. We just sell different parts of ourselves.” I guess Zscaler sells security.

Salesforce: Informatica and Ambition

Salesforce eh? Customer relationship management. Sounds like a right headache but they're making a killing. They bought Informatica for eight billion which is more than I've got stashed away (though not by much). TD Cowen's Derrick Wood is backing them reckons they're onto something. Especially with this AI stuff. AI adoption is supposedly booming. They're hiring like mad again. They're getting back to focusing on growing the money.

Double Digit Demand: Can They Deliver?

Wood is encouraged by the scale and velocity of Data Cloud. Thinks with margins in the mid 30s they're focusing more on growth by re deploying AI cost savings. The analysts reckons this is a positive demand with management indicating that pipelines are growing by the double digits. So there you have it. Three stocks that the smart money is betting on. Nvidia Zscaler and Salesforce. But remember no matter what these fancy analysts say “You listen when I wave this at you you will f***ing listen.” So do your own research and don't come crying to me if it all goes belly up. Because in this world “there's only one way to guarantee peace: make the prospect of war too terrible.” And losing your shirt on the stock market is pretty damn terrible.