ASML’s New Advanced Packaging Lithography Tool — Fresh Growth For 2026

A silicon wafer being scanned by ultraviolet light.

2025 was a wild year for top semiconductor manufacturing equipment provider ASML Holding (ASML). We can divide it in two chapters: The Nasdaq stock listing for ASML, denominated in U.S. dollars, ended up with a more than 50% total return in the last year: While all the focus is on the current upgrade cycle of […]

Credo Technology AI Data Center Tech — Momentum Headed Into 2026

Earlier in 2025, we allocated new money to a basket of “small bet potential big winner” stocks, which we discussed over on Semi Insider. One of those companies was Credo Technology Group (CRDO), which has since become a fairly well known emerging growth business — famous for its purple cables used in AI data center […]

Amphenol Is Cooking Right Now, but Is It An AI Data Center Bubble Stock?

Merger and acquisition activity in the semiconductor and electronics supply chain was a highlight of 2025. Synopsys (SNPS) got its mega-takeover of ANSYS across the finish line. Apple (AAPL) suppliers Skyworks Solutions (SWKS) and Qorvo (QRVO) announced their intent to merge. Softbank (SFTBY) purchased chip design startup Ampere Computing, including the stake in Ampere owned […]

Are Enterprise SaaS Stocks A Buy Now For 2026?

photo of turned on laptop computer

It would seem the answer to the title question is “yes” considering the compressed valuations paired with enduring growth for many enterprise SaaS stocks in 2025. Yet the threat of new AI agent startups, vibe coding, and pricing pressure has many investors feeling like enterprise SaaS is still a pass. The massive underlying technology shift […]

Apple AI Still Isn’t A Thing — Why Investors Don’t Seem to Care

Up to this point, we haven’t had much to say about Apple‘s (AAPL) lack of play in the artificial intelligence (AI) race. AI isn’t an imminent threat to Apple’s business. However, the going narrative was that, with companies like OpenAI and Apple services partner Google making rapid advances in intelligent consumer-facing software, Apple would lose […]

Michael Burry’s AI Data Center Bubble Warning, and CoreWeave Q3 2025 Earnings

Hyperscaler AI data center

Quite the week. Michael Burry, of The Big Short fame, has re-emerged — bearing bad news for the AI data center bulls. Burry fired up his X (fka Twitter) account to decry the extension of depreciation schedules for hyperscaler (Amazon, Alphabet, Microsoft, Meta, and Oracle) servers. An extension of a depreciation schedule assumes the asset […]

2 Apple Chip Suppliers Are Merging — Key Investing Lessons

This update is taken from a Semi Insider exclusive write-up regarding the merger recently announced between Skyworks Solutions (SWKS) and Qorvo (QRVO). Looking back over the decades, Skyworks and Qorvo have had their moments of greatness. But extreme reliance on Apple (AAPL) has been a high hurdle. (Another overly-iPhone-reliant chip supplier is Cirrus Logic (CRUS), […]

Qualcomm Enters the AI Data Center Race — An Acquisition Was A Big Hint

Over on Semi Insider a few months ago, we discussed Qualcomm‘s (QCOM) announced acquisition of Alphawave IP Group and why that was the biggest indicator yet that Qualcomm was going to enter the AI data center market. So when the new AI200 and AI250 products were revealed on October 27, 2025, the only surprise was […]

Amazon AWS Outage — Investing Repercussions? Investing In Alternatives?

Compared to its “Magnificent Seven” big tech and data center hyperscaler peers, Amazon (AMZN) has been a lame company in 2025. The stock has barely budged with just a couple months left in the year. See Amazon there at the bottom of the barrel among the hyperscalers in 2025? Make charts, financial visuals, and conduct […]