CoreWeave has shed nearly a third of its value since going public, yet its bookings just hit an all-time high. Something in that contradiction points to an opportunity worth understanding before the…
Alex Sirois SpaceX just went exclusive with Nvidia GPUs, and Jensen Huang may be ready to use that momentum to conquer a $200 billion market his rivals never saw coming. The question is whether…
TSMC just raised its capital expenditure to eye-popping levels, yet insiders warn it still cannot produce chips fast enough to satisfy demand. The case for staying the course on the foundry giant…
Michael Burry called the 2008 housing collapse and became a legend, but his string of bearish bets against AI and the current market rally raises a question he keeps dodging: what does…
Kenneth Griffin built a $60 billion empire by finding the cleanest risk-reward setups in mega-cap tech, and his playbook treats NVIDIA, Tesla, and Meta very differently than the crowd does right now.
Vandita Jadeja Marvell has handed investors a brutal month even as its AI silicon rivals rallied, yet one prominent Wall Street analyst just slapped a Street-high target on the stock that implies gains most…
Nvidia's earnings are compounding at triple-digit rates while its forward multiple sits in the low 20s, a mismatch that rarely lasts long. Here is what the numbers reveal about whether the current…
Alex Sirois AMD and Marvell have both crushed earnings while lapping NVIDIA and Broadcom on year-to-date returns, but their strategies for capturing AI infrastructure spending point in completely opposite directions, and only one of…
Every quarter, Amazon, Microsoft, and Alphabet publicly announce they cannot buy fast enough from one company, and that paper trail shapes every investment decision I make heading into a critical August earnings…
Wall Street analysts made some dramatic moves on Thursday, slashing price targets by double digits on several high-profile names while upgrading others to buy. Find out which stocks got the most surprising…
AMD's brutal 2.49 beta has punished shareholders for years, but at this stage of the AI capex cycle, that same volatility becomes a weapon. The question is whether the current entry point…
Alex Sirois Hyperscalers are quietly ripping out the networking fabric of every major data center, and one overlooked chipmaker keeps landing the contracts that make that rebuild possible. Here is why every pullback in…
Everyone racing to own AI chip stocks may be buying into the wrong part of the supply chain. The real toll booth sits one step behind the GPUs, and one company collects…
Amazon and Microsoft are burning through roughly $100 billion a quarter on AI infrastructure, and two companies sit directly in that cash flow's path. One just tripled its free cash flow and…
A leveraged ETF promising twice NVIDIA's daily returns is somehow trailing the stock it tracks, yet a single $100 bet placed five years ago ballooned into something extraordinary. The math behind that…
