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Micron: The Math Makes No Sense (Rating Upgrade)
Micron Technology, Inc. is upgraded to Buy after a significant selloff, with fundamentals strengthening and valuation now highly attractive. MU's guid...
Marvell's Next Move Is To $100
Marvell Technology is a unique fabless semiconductor designer focused on AI accelerators and next-generation data center hardware. MRVL’s data center ...
Lumentum: The AI Trade Isn't Dead, 90% Growth Could Prove It
Lumentum Holdings is experiencing rapid AI infrastructure-driven growth, with profitability and free cash flow improving meaningfully. I set a free ca...
Sandisk: Looking Like A Buy Ahead Of Earnings
Sandisk Corp. has experienced a sharp correction, losing ~41% in 30 days, but remains a multibagger since its spinoff. Despite recent volatility, SNDK...
Bear Market Signals: Semiconductor Stocks Sink
Semiconductor stocks, led by the SOX, saw their worst monthly performance since 2008 in July despite a strong first half of 2026. Market valuations ha...
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