Veteran Investor: China’s Full Stack AI Is “Overlooked and Underpriced” As $2 Billion Kling Deal Signals Repricing
Quick Read Leung calls China’s full AI stack overlooked and underpriced, arguing that chips, cloud, and applications alike…
NVIDIA vs Micron: One Controls the AI Platform, Other Controls the Bottleneck. Only One Bet Will Pay Off in 2027.
Quick Read NVDA surged 85% YoY while MU exploded 346%, yet Micron’s 8x forward P/E signals deep skepticism…
Palantir vs. SanDisk: Two Paths to AI Riches, One Winner
Quick Read Both PLTR and SNDK posted blowout quarters, with Palantir’s U.S. commercial revenue surging 133% and SanDisk’s…
3 Top AI Stocks to Buy in July
Quick Read NVDA and MSFT each pulled back sharply in June but both sit somewhere between 35 and…
Wall Street Keeps Hiking Its Price Targets on This AI Powerhouse
Quick Read AMD’s Data Center segment surged 57% YoY to $5.8B in Q1, pushing total revenue to $10.3B…
Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?
Quick Read Meta’s plan to sell excess AI compute capacity under Meta Compute sent Nebius and CoreWeave shares…
Is Oracle’s Debt Simply Too Much to Justify the Risk?
Quick Read Oracle carries a $638 billion AI backlog but funds expansion through debt, unlike cash-rich rivals Microsoft,…
AI Demand Is Outstripping Supply — Even Google Can’t Keep Up
Quick Read Google told Meta in March it couldn’t deliver all requested Gemini inference capacity, disrupting internal AI…
Analyst Behind $250 SpaceX Target Says Physical AI Will Be “One of AI’s Fastest-Growing Areas Over the Next 4-5 Years”
Quick Read Horan set a $250 price target on SPCX with shares at $150, driven by physical AI…
64 Years Old With $1.1 Million in a Traditional IRA. Here’s Where I’m Allocating Capital
Quick Read KO and ABBV anchor the portfolio at 25% each, rated Very Safe with payout ratios under…
Micron’s 12% Sell-Off Is a Gift. AI’s Memory Crisis Makes It a Long-Term Buy
Quick Read Despite a 12% drop during a broader tech rout, the company remains one of the primary…
As Anthropic Nears $1 Trillion Valuation, Tech Veterans Warn Against Repeating Intel’s Biggest Mistake
Quick Read Thompson warned AI giants risk Intel’s buyback-over-manufacturing mistake, while INTC surges 523% and T rebuilds at…