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Rich Duprey

SK hynix Goes Public Tomorrow. Should You Buy at $149?

Artificial intelligence has turned memory chips into one of the most valuable pieces of the semiconductor supply chain. Nvidia‘s (NASDAQ:NVDA | NVDA Price Prediction) AI accelerators grab the headlines, but high-bandwidth memory (HBM) has…

Rich Duprey · 3 months ago

Wall Street Thinks AI Is Slowing. Wall Street Is Wrong

The narrative around artificial intelligence has shifted several times over the past year. Investors have worried about stretched valuations, slowing cloud spending, and whether businesses will generate enough return on their investment to justify…

Rich Duprey · 3 months ago

Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock?

The question for anyone parking retirement dollars in the AI infrastructure trade is simple: Should you own Meta Platforms (NASDAQ:META | META Price Prediction) or Nebius Group (NASDAQ:NBIS) right now? Both now feed the…

Rich Duprey · 3 months ago

Will the Federal Reserve Crush the Small-Cap Stock Revival?

The stock market has broadened in a way many investors have been waiting years to see. While artificial intelligence has helped create more than a dozen trillion-dollar companies and kept mega-cap technology stocks in…

Rich Duprey · 3 months ago

Does IREN Have the Inside Track on This $22 Billion Opportunity?

The Number Leaked Anthropic documents reportedly point to a 1.4 gigawatt Australian capacity push worth roughly $22 billion, and IREN (NASDAQ:IREN) sits among a short list of operators with announced gigawatt-scale Australian ambitions to…

Rich Duprey · 3 months ago