The semiconductor industry has spent the last decade racing toward a physical wall. Engineers have steadily shrunk transistors to pack more computing power onto ever-smaller chips, but that strategy is running out of room. …
I am opening with our verdict on Credo Technology Group (NASDAQ:CRDO | CRDO Price Prediction). The stock has rallied 86.94% year to date, and our proprietary model now sees the shares trading almost exactly…
A Reddit post with two words pushed Wendy’s (NASDAQ:WEN | WEN Price Prediction) onto the most-mentioned list on WallStreetBets this week, an organic retail surge mostly dormant since the original meme-stock era. CNBC’s Brandon…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) has been one of the cleanest setups in mega-cap tech this year. After a sharp pullback from last summer’s highs, the stock now trades where the analyst community,…
Shares of Strategy (NASDAQ:MSTR | MSTR Price Prediction) stock are down 7% in midday trading Thursday, with the stock changing hands near $87. The slide extends a brutal stretch in which Strategy stock has…
The iShares China Large-Cap ETF (NYSEARCA:FXI) is the default way most U.S. investors play China’s AI trade. FXI holds the country’s biggest tech names, Alibaba, Tencent, Baidu, Meituan, and JD, which is exactly what…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) has been one of the strongest performers in the 2026 AI infrastructure trade, rising from $84.88 at year-end to $276.70. The question now is whether the run…
I keep hitting the buy button on Salesforce (NYSE:CRM | CRM Price Prediction), and I am not sorry about it. The stock sits at $152.76, down 42.03% year to date and 43.18% over the…
Apple (NASDAQ:AAPL | AAPL Price Prediction) has become one of the more interesting setups in mega-cap tech. After a 46.9% rally over the past year and an 8.01% year-to-date gain, the stock consolidated in…
Micron Technology (NASDAQ:MU | MU Price Prediction) has climbed from roughly $127.60 a year ago to past $1,048 as the AI memory cycle accelerated. After a blowout fiscal Q3, our proprietary model says the…
If you own the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) as your AI power play, the logic is straightforward: data centers need electricity, regulated utilities sell electricity, so XLU should capture the demand wave.…
As a general rule, I expect covered call ETFs to lag the broader market over time. The math is not particularly favorable. You cap your upside, retain most of the downside, pay higher management…
The risk-and-return profile of most covered call ETFs isn’t especially appealing. You cap your upside while retaining most of the downside exposure. On top of that, the distributions investors receive are not free money.…
The speculative excesses that defined much of the past few years is meeting a harsh reality check. Rising interest rates, tighter liquidity, and slowing economic growth have forced investors to rethink how much they…
Shares of Palantir (NASDAQ:PLTR | PLTR Price Prediction) stock are down 6% in Thursday morning trading, changing hands near $106.50 after a prior close of $113.50. The move drops PLTR stock to its lowest…