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AMD: Open-Source AI Is The Catalyst, But Valuation Says Pause (Archive, Full Access)

AMD: Open-Source AI Is The Catalyst, But Valuation Says Pause (Archive, Full Access)

Open-source AI tailwinds support AMD, but valuation and fading momentum warrant a Hold.
Vish (Hunting Alphas) 21 Jul 2026 1 min
Nvidia's Next Growth Engine: A CPU Built For AI Agents (Archive, Full Access)

Nvidia's Next Growth Engine: A CPU Built For AI Agents (Archive, Full Access)

Vera expands Nvidia’s AI moat, but rangebound shares justify a Hold.
Vish (Hunting Alphas) 20 Jul 2026 1 min
Credo: Tracking The Critical Revenue Pivot From Copper To Optical Networking (Archive, Full Access)

Credo: Tracking The Critical Revenue Pivot From Copper To Optical Networking (Archive, Full Access)

Credo’s optics revenue ramp is the key catalyst; execution remains unproven.
Vish (Hunting Alphas) 20 Jul 2026 1 min
Sandisk: How It Wins From The AI Inference Trend (Archive, Full Access)

Sandisk: How It Wins From The AI Inference Trend (Archive, Full Access)

More complex AI inference models increase the demand for NAND.
Vish (Hunting Alphas) 13 Jul 2026 1 min
Why Nebius Is Perfectly Positioned For The Open-Source AI Shift (Archive)

Why Nebius Is Perfectly Positioned For The Open-Source AI Shift (Archive)

Nebius Group expands infrastructure and capitalizes on high-margin open-source AI enterprise compute demand.
Vish (Hunting Alphas) 13 Jul 2026 1 min
Lumentum: A Clear Winner Of Data Center Networking Speed Upgrades (Archive)

Lumentum: A Clear Winner Of Data Center Networking Speed Upgrades (Archive)

Lumentum is set to win from high-speed data center EML upgrades.
Vish (Hunting Alphas) 10 Jul 2026 1 min
Micron: This Memory Cycle Is Only Getting Stronger (Archive, Full Access)

Micron: This Memory Cycle Is Only Getting Stronger (Archive, Full Access)

Micron benefits from structural tailwinds driven by tight DRAM and NAND market conditions.
Vish (Hunting Alphas) 09 Jul 2026 1 min

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