Archive

Year: 2026

All Year: 2026 Articles

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Micron Is Hot Again: Here’s Why The Rally Has Legs

Micron has surged over 600% in a year while insiders quietly unload shares at the highs, yet analysts still see substantial room to run. Something in this picture does not add up, and the…

Alex Sirois · 2 months ago

Here’s What Jim Cramer Is Saying About Semis in August

Jim Cramer is calling a special Investing Club session on semiconductors, and the timing is no accident. Chip earnings this quarter have split the sector into clear winners and laggards, and Cramer is betting…

Joel South · 2 months ago

Meta And Alphabet Offer Incredible Value And No One Cares

Meta's ad engine is humming and Alphabet's cloud is accelerating, yet both stocks trade at multiples that look almost suspiciously cheap for hyperscalers of this caliber. Something is keeping investors away, and figuring out…

Alex Sirois · 2 months ago

Why I’ve Begun Accumulating ON Semiconductor

The market still prices ON Semiconductor like a struggling cyclical, but the power infrastructure feeding AI data centers, EV platforms, and grid-scale storage tells a completely different story about where this company is headed.

Alex Sirois · 2 months ago