Coherent ($COHR) DD – One of the Most Overlooked AI Infrastructure Plays? Everyone is obsessed with: \- NVIDIA \- AMD \- TSMC But almost nobody is paying attention to the companies enabling AI clusters to actually communicate at scale. That’s …
There has been explosive number of posts, comments, coverage, and articles on the memory sector. Using real numbers and sources, I want to dissect and chime in on trending topics including: 1) Capex concern 2) cyclical nature of semi sectors …
While all the institutions are raising the target price of MU with re-pricing (1000-1500), new article on motley suggests that MU stock can reach 2000 by next year if supply shortage persists. Per DRAM CEOs and executives, they can't close …
Are crypto exchanges quietly becoming the new gateway to stock exposure? I've been noticing something interesting lately: a lot of newer traders seem more comfortable getting stock exposure through crypto platforms than through traditional brokerages. A few years ago, crypto …
I was talking to others today and mentioned the all time highs we are at and a few people said: "the rich get richer" and others said 'how does that affect the average person"? I simply don't get it. a …
I do index investing and swing trading with many of my positions, with exits and entries happening at the end of the day. For example, on May 15th, I might exit my position in IWM, sell all my shares, and …
Been investing in FMTM and decided to actually be smart and look at the companies involved and came across this one. Since 2000, it’s averaged around 20% per year and looks like a straight candle up with very, very few …
in looking at the top performing stock this morning (QUCY). Learned that this was formerly known as Mainz Biomed and was a stool analysis biotech They just renamed themselves and rebranded as a quantum technology and drone company. this is …
$310 billion just flowed into the U.S. stock market. The S&P 500 climbed +0.46%, adding around $287B in market cap. Nasdaq gained +0.64%, bringing in another roughly $224B. The rally kicked off as Trump arrived in Beijing for a two …
Anyone else watching the tape like it's a fever dream? There are 1,500 ships parked in the Strait of Hormuz (roughly 20% of global energy transit is on vacation) and SPY is melting up like the Fed just cut 50bps. …