AMD Is Eating Intel’s Lunch
AMD and Intel both posted blockbuster Q2 2026 data center numbers, but one company is quietly locking up the customers, the sockets, and the AI rack deals while the other burns billions fixing its…
All Work
Alex Sirois
Nebius Tanked This Month: A Resolute Wall Street Pro Expects 95% Gains Over The Next Twelve
Nebius shed nearly a quarter of its value in a single month despite explosive revenue growth, and one resolute Wall Street shop just raised its price target to a level that would require the…
Lam Research Vs. Applied Materials: Who Actually Helps ASML Share Prices Rise Higher?
Lam Research and Applied Materials both posted blowout quarters riding the same AI capex wave, but only one of them moves in genuine lockstep with ASML as EUV adoption accelerates into the next node…
Whoever Spends Smarter Wins the Microsoft-Alphabet Cloud Fight. Here Is Who Is Ahead.
Microsoft and Alphabet both posted monster cloud quarters and both are spending at a pace that would have seemed reckless two years ago, but only one of them is funding the buildout without going…
Intel Is Stuck in Neutral. There Is Exactly One Thing That Should Change Your Mind.
Intel has surged over 300% in a year and hyperscalers are circling, but one unresolved question determines whether this rally is a genuine reset or the most expensive bet in semiconductors right now.
Nebius Keeps Getting My Money. There Is One Reason and It Is Not Hype.
A single line on a balance sheet keeps pulling one investor back to the same stock, and it has nothing to do with AI excitement or analyst ratings. The signal hiding in plain sight…
Seagate Vs. Western Digital: One Moved First on AI Storage Demand. The Other Is Playing It Safe.
Seagate and Western Digital both posted blockbuster quarters with nearly identical revenue guidance, yet one is shipping next-generation HAMR drives into hyperscale contracts right now while the other bets its future on timing the…
AMD Is Sitting at $515. Here Is What Most U.S. Investors Should Actually Do About It.
AMD has surged over 200% in a year, locked in multi-gigawatt AI deals with OpenAI and Meta, and still has its entire senior leadership selling shares into the rally. One of those facts should…
Seagate Has Real Upside Left. That Does Not Mean It Deserves Your Money Right Now.
Seagate's AI storage business is firing on all cylinders, nearline capacity is spoken for through 2027, and analysts keep raising targets. So why are the CEO, CFO, and CTO quietly selling shares at these…
Skyworks Is Trading 18% Above Its Own Price Target. Overbought or Something Else?
Skyworks just blew past every analyst price target while gutting its dividend, piling on debt, and watching its CFO sell shares into the surge. Something is driving this rally that the sell side has…
Alphabet Just Bought Into Nuclear Power. That Is Why I Am Buying Alphabet.
Alphabet is signing contracts for nuclear reactors, suspending buybacks, and doubling its debt load, and one investor sees all of that spending as the most bullish signal in the entire position.
There Is No Off Switch for AI Capability Growth. Here Is Who Benefits Most From That.
NVIDIA and Palantir both raised guidance and both accelerated, but they are capturing AI dollars at completely different layers of the stack. Which position actually earns the next trillion matters more than which stock…
ASML Fell For a Month Straight: A Prominent Wall Street Ratings Agency Says It Will Return 70% From Today
ASML's monopoly on the machines that build every advanced chip in the world just endured a month of relentless selling, and one prominent Wall Street analyst thinks the market has handed investors a rare…
Vistra’s Price Has Edged Downward Throught 2026: One Analyst Says It’s Due to Double Soon.
Vistra has quietly shed a quarter of its value while its operating results kept beating expectations, and Wall Street's most bullish analyst thinks that disconnect points to something big coming in 2027.
Eli Lilly Fell Like a Rock Over the Last Month: This Big Bank Expects 45% Returns Over The Next Twelve
Eli Lilly shed billions in market value over the past month while its underlying business kept breaking records, and now one major Wall Street firm sees a setup that almost never appears in a…
Grab Vs. Uber: One Exhibits Much Cleaner Upside
Both Grab and Uber just dropped quarterly results that tell very different stories about where growth actually lives inside each platform. One looks like the obvious winner until you flip the setup around and…
The Better Nvidia Killer: Broadcom or AMD?
Broadcom and AMD both posted explosive AI growth and both have hyperscalers locked in as customers, but only one makes a convincing case for actually unseating Nvidia as the king of AI compute.
My Agentic AI Capital Is Going One Place Over and Over
Every payday the same stock gets another slice of my retirement capital, and three numbers from its latest earnings report make it harder to justify putting that money anywhere else.
Micron’s Powerful Economics 101 Lesson Keeps Me Buying
Three companies control the world's DRAM supply, AI is burning through memory faster than fabs can build it, and one of those three just signed contracts that could permanently rewire what a chip cycle…
Microsoft Vs. Alphabet: The Enterprise Fight No One Saw Coming
Azure just crossed $100 billion and Google Cloud is growing at 82%, but the bigger story is where those enterprise seats are actually moving and which balance sheet can survive the spending war to…