AMD, Micron, and Marvell have already posted triple-digit gains in 2026, but a summer pullback is raising a bigger question: whether the AI infrastructure wave has enough fuel left to push all…
Marvell Technology just dropped nearly 21% in a month, and one analyst with skin in the game is treating that selloff as a buying opportunity. The reason comes down to a single…
The AI infrastructure trade has quietly rotated away from chips and toward the wires, switches, and optics connecting them, and three under-the-radar networking stocks just posted the kind of earnings that suggest…
Marvell collapsed 32% in a single month while 44 analysts refused to cut their targets, leaving a widening gap between where the stock trades and where the Street thinks it belongs.
A former OpenAI researcher turned a few hundred million dollars into a $45 billion AI hedge fund in under two years, then watched it all collapse in a single week after a…
Rambus just beat earnings on every single line and still cratered more than 14% over two sessions, leaving investors wondering whether the selloff created an opportunity or a warning sign worth heeding.
NVIDIA just broke a key price floor on its worst week in months, yet one Wall Street analyst is pounding the table harder than ever with a target that would make most…
Optics stocks that soared triple digits this year are getting hammered Tuesday, and the reason traces back to a single line in Alphabet's latest earnings report that traders cannot stop talking about.
Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week…
Every quarter the AI capex numbers get bigger, and one company collects a toll at nearly every layer of the stack. Here is why the buy button keeps getting pressed even after…
Broadcom shed nearly 30% in a single month after a blowout earnings report, then roared back on a blockbuster chip deal. Whether that whipsaw marks a buying opportunity or a warning sign…
Memory, GPUs, and custom silicon are all riding the same AI capex wave into 2028, but our factor model splits them into three very different calls with very different risk profiles.
Two semiconductor giants are chasing the same hyperscaler dollars with radically different strategies, and only one can sustain its margin edge when the optical ramp arrives.
Marvell collapsed 34% from its June peak while reporting accelerating AI bookings and raising its full-year outlook, a contradiction that points to either a rare buying opportunity or a value trap hiding…
Marvell Technology dropped 33% in a single month while its business kept accelerating, and that tension between price and fundamentals is exactly what pushed one investor to keep hitting the buy button.
Alex Sirois 
