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datacenter: Archive

Bryan Hayes

Moving Past Geopolitical Tensions: Why Stocks Are Poised for a Strong Recovery

History and current fundamentals suggest this Iran-related volatility is likely another chapter in the long pattern of markets looking past conflicts.

NVDAPositive Net Change

Kevin Cook

Bull of the Day: Silicon Motion (SIMO)

SIMO is your stealth NAND flash play projected to grow sales 43% and EPS 63% this year

SIMOPositive Net Change STXPositive Net Change MUPositive Net Change SNDKPositive Net Change

Andrew Rocco

Why NVDA, META, & MSFT are Betting Billions on NBIS

With a slew of multi-billion deals and revenue projections reaching triple-digit growth, Nebius has solidified itself as the leading AI infrastructure company.

AMZNPositive Net Change MSFTNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change METAPositive Net Change NBISPositive Net Change

Bryan Hayes

Spring Seasonality and AI Productivity Gains Set to Boost Stocks

As AI moves from experimental pilots to scaled deployment, it should drive higher corporate earnings and expanded margins.

SPYPositive Net Change

Andrew Rocco

Bull of the Day: Micron (MU)

With its AI memory capacity already sold out through 2026, Micron has solidified itself as a high-growth powerhouse at the heart of the AI revolution.

INTCPositive Net Change AMDPositive Net Change MSFTNegative Net Change MUPositive Net Change NVDAPositive Net Change

Benjamin Rains

Bull of the Day: Sterling Infrastructure, Inc. (STRL)

Sterling is riding growth across AI data centers, reshoring, and beyond. STRL more than quadrupled its EPS between 2020 and 2025 and doubled its revenue, and it's set to grow sales and earnings by 25% in 2026.

NVDAPositive Net Change STRLPositive Net Change

Andrew Rocco

Nebius: Why NVIDIA's $2B Bet Cements its AI Leadership

Nebius is solidifying its status as the backbone of the next industrial revolution following a massive $2 billion investment and strategic partnership with NVIDIA.

MSFTNegative Net Change NVDAPositive Net Change METAPositive Net Change NBISPositive Net Change

Andrew Rocco

Micron: Why the Recent Pullback is an Opportunity

With its AI memory capacity already sold out through 2026, Micron has solidified itself as a high-growth powerhouse at the heart of the AI revolution.

INTCPositive Net Change AMDPositive Net Change MSFTNegative Net Change MUPositive Net Change NVDAPositive Net Change

Andrew Rocco

Taser 2.0? Sandisk Builds Back-to-Back High Tight Flags

With its back-to-back high tight flags and its explosive fundamental catalysts, Sandisk is following the historic path of Taser in 2003.

QCOMPositive Net Change SNDKPositive Net Change AXONNegative Net Change