Must Reads
Lumentum: At The Point Of A Potential Upside Breakout
Lumentum is now at a demand inflection point as high-speed optical networking becomes a critical AI data center bottleneck. LITE faces significant dem...
Nvidia: Jensen Huang And Lisa Su Agree On One Thing
Nvidia receives massive customer advances—$15.6 billion in H1 FY2027—demonstrating significant real external demand beyond circular financing concerns...
WEEKLY QUIZ CHALLENGE
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AMD: Too Expensive To Be Worth It Despite Unique Position As CPU Leader
AMD has surged over 41% since early September, with my thesis now up 273%+ in just over a year. Management projects data center revenue to double to $...
OpenAI Is Too Big To Save? The AI Selloff Was A Warning
OpenAI's $20B revenue scare rattled AI stocks, but differences in reporting methodology—not confirmed demand weakness—appear to explain much of the di...
2 BDCs To Ditch Before Another Dividend Cut
Higher rates and wider spreads look like good news for BDC dividends, but some less obvious risks may matter more. Recent dividend cuts don't always m...
