Hey guys - so I've seen some discussions on Photronics in the past but wanted to bring this back up again, especially with the focus on AI/Semis/Data Centers. I believe that PLAB is a great picks & shovel play in …
Micron turning into a trillion-dollar AI winner still feels crazy. A year ago most people were focused on GPUs, hyperscalers and software. Now memory is suddenly the bottleneck everyone cares about. HBM demand is tight, pricing power is back, and …
These daily discussions run from Monday to Friday including during our themed posts. Some helpful links: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks * [Bloomberg market news](https://www.bloomberg.com/markets) * [StreetInsider](https://www.streetinsider.com) news * [Market Check](https://www.streetinsider.com/Market+Check) \- Possibly why …
Hi Everyone, Second time posting DD in here. If you're interested in seeing my first post it is linked [here](https://www.reddit.com/r/stocks/comments/1m3s9fm/maxlinear_mxl_a_return_to_profitability/). I posted about MaxLinear, and unfortunately didn't put my money where my mouth was, although I was very right. While …
Nokia is building AI-era network infrastructure. BlackBerry is securing AI-era machines. That’s the thesis. Nokia: • AI data center networking boom • Nvidia + AWS partnerships • AI-RAN + 6G positioning • AI/cloud orders surging BlackBerry: • QNX in 275M+ …
First Solar is the only major US-headquartered solar manufacturer and they make thin-film cadmium telluride panels, which is a different technology than the silicon panels most Chinese manufacturers produce. That distinction matters more than people realize rn. ROIC: 12.6% (5yr …
As the S&P 500 touched a fresh intraday record high, another major milestone was seen in global equity markets. Micron Technology briefly crossed the $1 trillion market-cap mark for the first time, driven by strong investor optimism around AI-led demand …
Hey everyone, I posted about AMPX just 8 days ago and I already have a lot to cover. This stock has been very active since then and a lot went down, good and bad. The Good News On May 19^(th), …
Hey everyone, I posted about AMPX just 8 days ago and I already have a lot to cover. This stock has been very active since the and a lot when down, both good and bad. The Good News On May …
Shares of SK Hynix jumped as much as 11% on Wednesday, lifting the South Korean chipmaker's market capitalization above $1 trillion as investors continued to pile into artificial intelligence-linked semiconductor stocks. The rally extended a blistering run that has seen …