stock research articles
Planet Labs — Commercial Space Race of the 2020s Stock Update
While there are several notable differences between the present bull market and the dot-com boom of the 1990s, there is one key commonality: The Earth-based infrastructure boom (AI data centers now, internet infrastructure then) has a corresponding expansion of the
Arm Announces A New AI Chip – Why We’re Watching the Stock From the Sidelines
While most investors were (understandably) worried about geopolitics this week, semiconductor IP (intellectual property) licensing and royalties company Arm Holding (ARM) held its “Arm Everywhere” special event to officially announce a new AI chip. And not just any chip. This
Nvidia Targeting 50% Return of Free Cash Flow — What Investors Should Know
We’re continuing to parse through the extensive information from Nvidia‘s (NVDA) annual GTC event this week. On Tuesday, we wrote about how the acqui-hire of Groq in December could propel the company to a cumulative $1 trillion in revenue from
What Is Sandisk’s HBF (High-Bandwidth Flash)? Should Investors Care About It?
The last couple of years, HBM (high-bandwidth memory) has been all the rage. (See our write-up on HBM here.) HBM was one of the innovations that has helped new AI (like LLMs) get trained in an increasingly efficient manner. AI
Something Big Is Happening: Industrial Lasers and Manufacturing
We briefly called out the industrial laser IDM (integrated device manufacturer) companies a few weeks ago in our deep dive on analog chips used in auto/industrial/power semiconductor applications (video linked above). With a coming uptick in U.S. manufacturing activity —
Time to Cut Losses On The Trade Desk (TTD Stock)?
A year ago, we outlined why we were still optimistic about The Trade Desk (TTD) — assuming earnings results were positive through at least a couple quarters in 2025. The Trade Desk Flops — Is the Company In Trouble? Time
Something Big Is Happening — Analog Devices Signals New Wave of Growth
We left off the first half of this series awaiting earnings from one of the industry’s big names: Analog Devices (ADI). We now have ADI’s Q1 fiscal 2026 in hand (another weird fiscal year, ADI’s Q1 concludes at the end
The Little FPGA Engine That Could — Lattice Semiconductor
In May 2025, we put out a public video (link above) outlining how Intel‘s (INTC) majority stake sale of Altera could benefit Lattice Semiconductor (LSCC) — the small last pure-play stock left standing in the FPGA semiconductor market. To this
AI Infrastructure and Enterprise SaaS Stock Meltdown — the Paradox Explained
It’s 2026, and investing in AI is not so simple anymore. Gone are the days when just buying Nvidia (NVDA) and forgetting about it was good enough. In fact, investors are now grappling with what seems to be a paradox:
Is AI Disrupting ServiceNow, Or Paving the Way to More Growth?
Workflow management and automation is a segment of the software and enterprise SaaS industry we’ve invested in for years. But an existential threat has emerged in artificial intelligence (AI), and has sent top stocks in this category tumbling. Is AI
latest articles
Planet Labs — Commercial Space Race of the 2020s Stock Update
While there are several notable differences between the present bull market and the dot-com boom of the 1990s, there is
Arm Announces A New AI Chip – Why We’re Watching the Stock From the Sidelines
While most investors were (understandably) worried about geopolitics this week, semiconductor IP (intellectual property) licensing and royalties company Arm Holding
Nvidia Targeting 50% Return of Free Cash Flow — What Investors Should Know
We’re continuing to parse through the extensive information from Nvidia‘s (NVDA) annual GTC event this week. On Tuesday, we wrote
What Is Sandisk’s HBF (High-Bandwidth Flash)? Should Investors Care About It?
The last couple of years, HBM (high-bandwidth memory) has been all the rage. (See our write-up on HBM here.) HBM
Something Big Is Happening: Industrial Lasers and Manufacturing
We briefly called out the industrial laser IDM (integrated device manufacturer) companies a few weeks ago in our deep dive
Time to Cut Losses On The Trade Desk (TTD Stock)?
A year ago, we outlined why we were still optimistic about The Trade Desk (TTD) — assuming earnings results were
Something Big Is Happening — Analog Devices Signals New Wave of Growth
We left off the first half of this series awaiting earnings from one of the industry’s big names: Analog Devices
The Little FPGA Engine That Could — Lattice Semiconductor
In May 2025, we put out a public video (link above) outlining how Intel‘s (INTC) majority stake sale of Altera
AI Infrastructure and Enterprise SaaS Stock Meltdown — the Paradox Explained
It’s 2026, and investing in AI is not so simple anymore. Gone are the days when just buying Nvidia (NVDA)