Tech

Sandisk Can Keep On Rising Even If NAND Prices Cool (Archive, Full Access)

Sandisk rides AI-driven NAND demand, buybacks, and lean capex to sustain upside.

POET Technologies: I Don't Know When, But This Party Won't End Well (Archive)

POET’s fundamentals remain weak and overhyped despite a technically bullish breakout.

Duos Technologies: An Under-The-Radar Microcap Staging A Promising Pivot Into AI

A microcap is pivoting from loss‑making rail inspections into high‑margin GPUaaS and edge data centers.

Dell: The Stock Is Pricey But I'm Still Dipping Into The Buys (Archive)

Dell leads AI server OEM with $50B guided revenue and a clean multi-year technical breakout.

Broadcom: 4 Reasons To Load Up On The Buys (Archive)

Broadcom offers explosive AI chip growth, resilient margins, and discounted upside potential.

Micron: I Finally Get It - The Market Still Underestimates The AI Memory Supercycle (Archive, Full Access)

AI memory market is heading toward worsening shortages and the market is being too conservative in its estimate of length of the upcycle.

TSMC: Early Signs Of Formidable Foundry Competition (Archive)

Exceptional AI-driven growth, but rising competition and 2nm expansion pressure margins.