Broadcom Stock (AVGO): Record Earnings, A 10%+ Drop, and Why We (Mostly) Don’t Care

We covered the Nvidia earnings update a couple weeks ago. It only seems fair to do the same for the world’s second-largest semiconductor company, Broadcom (AVGO), which just reported Q2 fiscal year 2026 results (for the three months ended May 3, 2026). Record revenue. Record operating profit. Record free cash flow (still not back to […]

Silicon Photonics Stocks Go Wild – Long-Term Investors Should Be Cautious

Two people in lab suits holding a semiconductor wafer.

The next phase of the AI data center buildout, AI inference, has sent two semiconductor sub-industries skyrocketing. Memory chipmakers and silicon photonics started an epic run higher during the second half of 2025, and optimism is high that these companies are on course for a multi-year growth cycle. As with hype cycles like this one, […]

Tempus AI (TEM): The “TechBio” Disruptor Cleaning Up Healthcare’s Data Mess

Tempus AI is attempting to solve healthcare’s massive data fragmentation problem by building one of the world’s largest proprietary clinical datasets through genomic testing and AI applications. While the company is seeing explosive 85% revenue growth, investors must weigh this potential against significant cash burn and a heavy debt load.