Credo Technology exploded from double digits to over $300 in a single year, but the setup heading into fiscal 2027 is a fundamentally different bet, and the math behind our price target…
Credo Technology has turned into one of the wildest AI infrastructure trades of the year, but with the stock sitting near all-time highs and customer concentration severe enough to rattle any single…
A massive warrant disclosure just reshuffled who builds Google's AI chips, sending one semiconductor giant surging while punishing the longtime incumbent with a 3% drop before markets had time to blink.
A tiny optical computing stock sits at the bleeding edge of AI infrastructure, trading at a fraction of its recent highs while holding a balance sheet that just eliminated its biggest existential…
A Sunday research note on a single chip ramp sent the entire AI networking layer surging Monday morning, and institutional positioning already hiding in plain sight suggests the move may have had…
Rambus plunged nearly 30% from its June peak even as it posted record revenue and landed a hyperscaler design win, leaving investors to figure out whether the selloff signals a broken story…
Credo Technology tripled revenue and crushed earnings, yet the stock sits 10% below its highs while analysts debate whether a specific price target by 2030 is ambition or fantasy. Three things have…
Vandita Jadeja AWS chief Matt Garman just posted something on X that stopped AI skeptics cold, and the suppliers quietly sitting on his order books are already feeling it in their stock prices.
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…
Global semiconductor sales just posted their 15th straight monthly record, yet three stocks covering the full AI chip stack have pulled back sharply heading into August, creating a window that may not…
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.
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.
Credo Technology's revenue tripled and its stock soared over 1,600% in five years, yet shares just cratered 21% in a single week. Here is what that sell-off reveals about whether a $350…
Vandita Jadeja One fabless chipmaker keeps showing up in my AI data center research, and its financials look nothing like the household names dominating the conversation. Here is why I keep adding shares instead…
Marvell shares collapsed more than 32% in a single month even as its data center business explodes and NVIDIA bets billions on its future, leaving investors to decide whether this dip is…
