All Work

Trey Thoelcke

Apple at 50: What an Investment in the IPO Has Become

Apple (NASDAQ: AAPL | AAPL Price Prediction) went public on December 12, 1980, selling shares at what would become a split-adjusted fraction of a penny. The company that Steve Jobs built around the Apple…

Trey Thoelcke · 6 months ago

Which Chip Equipment Stock Now Offers the Smartest Dip Buy?

Applied Materials (NASDAQ: AMAT | AMAT Price Prediction), ASML (NASDAQ: ASML), KLA (NASDAQ: KLAC), and Lam Research (NASDAQ: LRCX) have all retreated sharply in recent weeks. So which one should a retirement-focused investor buy…

Trey Thoelcke · 6 months ago

Micron’s Future Hinges on 2 Emerging Challenges

Micron Technology (NASDAQ: MU | MU Price Prediction) just posted one of the most impressive quarters in semiconductor history. Earnings surged 771% last quarter, revenue hit $13.64 billion in Q1 FY2026, beating estimates by…

Trey Thoelcke · 6 months ago

Supermicro Short Sellers Were Right. Is the Trade Over?

Super Micro Computer (NASDAQ: SMCI | SMCI Price Prediction) had been heavily shorted long before co-founder Wally Liaw was indicted on March 20. The short thesis was built on a documented foundation: prior accounting…

Trey Thoelcke · 6 months ago