Broadcom is quietly guaranteeing tens of billions in AI chip debt held off its own books, and a single demand shock could call every guarantee across the industry at once. Wall Street…
Wall Street treats Qualcomm like a handset company in slow decline, but a closer look at its data center roadmap and two confirmed hyperscaler wins suggests investors are pricing in the wrong…
Broadcom and Marvell both reported blowout AI numbers, but they are playing completely different games inside the same semiconductor supercycle, and choosing between them means deciding which kind of risk you actually…
Bears insist smarter AI agents will shrink the GPU compute bill, and that argument sounds reasonable until you do the math on what an agent actually burns per task.
Nvidia is growing revenue at 85% annually yet its valuation multiple tells a different story than most investors expect. Before writing off NVDA as overpriced, the forward PEG ratio raises a question…
In a single quarterly filing, D.E. Shaw made a massive bet on a freshly minted space giant while slashing its position in one of the hottest AI chip stocks by more than…
The dominant AI chip names have all pulled back sharply in August even as their latest earnings painted a picture of demand growing faster than supply. Before two pivotal earnings reports reset…
Broadcom just posted 143% AI revenue growth and booked more orders than it shipped, yet the stock slid 13% in a week. Here is whether that selloff opens a window or signals…
JEPI's 8% monthly yield looks like an obvious win over SCHD's modest payout, but the IRS treats those two income streams in ways that can quietly flip the comparison depending on where…
Marvell scored a blockbuster Google deal Thursday and watched investors celebrate. By Friday morning, the fine print arrived, and the stock was sliding fast while its biggest rival quietly climbed.
Google just handed Marvell a $12.2 billion validation of its custom chip ambitions, but the warrant's fine print reveals something far more significant than a supply deal, and it reshapes who actually…
A single AI data center campus demands a staggering length of optical fiber that Corning's CEO says could wrap around the Earth hundreds of times, and a handful of under-the-radar suppliers are…
Wall Street just upgraded three of the biggest names in tech, but bullish consensus and the best investment are two very different things. One of these giants trades at a fraction of…
NVIDIA reports after the close on August 26, and the setup heading into that print is unlike anything the stock has seen in years. Here is why analysts, prediction markets, and booked…
Treasury yields just handed AI stocks a brutal week, and while most investors ran for the exits, one Broadcom buyer kept hitting the buy button. The reasoning behind that conviction goes deeper…
Alex Sirois 
