SOLD OUT: Why Data Centers are Buying Every Seagate Drive Through 2027
(STX) is seeing a resurgence thanks to the AI data center boom. Despite years of secular decline, Q2 2026 highlights show a 22% year-over-year revenue jump and the highest free cash flow in 8 years. I...
2 Feb 11min
NVIDIA’s HVDC Partners: Top Chip Stocks to Watch (NVDA)
NVIDIA announced a major architecture shift in October 2025 that is set to ramp up in late 2026 and 2027: the move to High-Voltage Direct Current (HVDC). As AI data centers demand more power, the curr...
31 Jan 18min
Intel’s Multi-Year Turnaround: Why They Can’t Make Enough Chips
Intel has stabilized its balance sheet under CEO Lip-Bu Tan, using cash from the U.S. government and Nvidia to reach free cash flow profitability. However, achieving this required aggressive cuts to c...
28 Jan 20min
Why Netflix Stock Is Down Nearly 40% -- Time to Buy the Dip?
Netflix is officially moving to acquire Warner Bros. Discovery in an all-cash deal, but the market isn't celebrating. With the stock down over 30% from all-time highs, we break down the "prophetic" ca...
27 Jan 12min
4 Beaten-Down Software Stocks to Buy Now?
Software stocks have been left in the dust while hardware and semiconductor stocks (like Nvidia) have sucked the air out of the room. But after a brutal 5-year underperformance compared to hardware, i...
24 Jan 35min
Investing In The Memory Supercycle In 2026: Rambus Stock Analysis (RMBS)
Rambus (RMBS) has historically been known as an IP and patent powerhouse—but in 2026, the story has changed. With a massive memory chip shortage driving demand, Rambus is pivoting hard into becoming a...
22 Jan 13min
Nvidia Partner Silicon Motion (SIMO): The Best Undervalued Chip Stock in 2026?
We are finally revisiting Silicon Motion (SIMO), a small-cap semiconductor stock we’ve held onto during their poor performance. After sitting in value purgatory, the company is back in growth mode and...
21 Jan 16min
Best Semiconductor Value Stocks for 2026: Microchip Signals The Bottom!
Is the semiconductor downcycle finally over for the auto and industrial markets?<br> While everyone is focused on AI data center infrastructure and the memory market, we are continuing to look for act...
17 Jan 12min
