The Full Ledger

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Page 97

Is AMD Even a Real Threat to Nvidia or Just a Pricing Lever?

AMD just posted record Data Center revenue and claims its Helios racks deliver cheaper tokens than anything NVIDIA sells. Whether that disrupts the world's most dominant AI platform or just keeps hyperscalers from paying…

Alex Sirois · 1 week ago

Micron’s Buybacks Should Be Opening Your Eyes Right Now

Micron just posted triple-digit revenue growth and now sits on a mountain of cash it plans to return to shareholders, yet the stock keeps sliding. What happens next depends on a single announcement in…

Alex Sirois · 1 week ago