Every time Micron beats earnings, institutions sell and the stock drops. That pattern has repeated itself enough times that I started treating the pullbacks as a buying opportunity, and the numbers behind…
Google builds its own AI chips, runs its own cloud, and controls its own models, yet still hands billions to NVIDIA every quarter. That uneasy relationship is starting to shift in ways…
AMD's Data Center revenue just doubled and hyperscalers are signing gigawatt-scale deals, yet our model flags a specific risk hiding in plain sight that could send the stock sharply lower before those…
NVIDIA just posted quarterly revenue that would have counted as a strong full year not long ago, yet the stock still trades at a fraction of what its earnings growth suggests it…
Vandita Jadeja Stocks priced under $10 get dismissed as risky bets, yet some of the biggest names in the market once traded there too. These five under-$10 picks deliver monthly dividend payouts that can…
Nvidia now guarantees financing for the AI customers buying its chips, and management openly admits some will call the arrangement circular. What happens to the stack when the weakest link cannot cover…
Every time I run the numbers on Broadcom, something keeps pulling me back to add more shares, and one specific scenario is the only thing that could make me stop.
Nvidia just unlocked nearly $100 billion in buyback firepower while demand for its chips outstrips supply through 2028, and the valuation tells a story most investors are reading backwards.
AMD just posted its fifth straight record quarter for server CPUs, yet a quiet structural shift in the cloud threatens to cap how far that streak can run. The answer hinges on…
Nebius has surged 181% this year on a tidal wave of AI demand, a blockbuster Meta deal, and a $37 billion backlog, but a closer look at its financing structure reveals how…
Alex Sirois Wall Street consensus puts Micron near the top of every buy list, but one model sees something the bulls are missing. Before Q4 results land, here is what the numbers actually say…
AMD sits near a trillion-dollar market cap with a valuation that would make most investors flinch, yet one investor keeps hitting the buy button every single month without checking the price first.…
Alex Sirois Monthly bills don't care about quarterly dividend schedules, and one S&P 500 ETF built its entire identity around solving that mismatch. But the convenience of a monthly paycheck comes with a cost…
Arm's stock has surged 160% this year and its first in-house chip already has billions in orders, yet one hard number keeps analysts from calling it a buy.
Wall Street has overwhelmingly parked Intel in hold territory, but the stock just posted a 212% gain this year while simultaneously losing billions in its foundry division. Something in those conflicting signals…
