We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.
VIDEOS
Richard Socher argues AI’s biggest payoff may come from automating discovery and making intelligence-driven services broadly affordable.
Higher rates are testing debt-heavy neoclouds, but scarce power access and physical infrastructure could give one company an edge.
AI agents may be the catalyst markets are missing, even as oil, rates, energy constraints, and job disruption complicate the bullish case.
AI agents are driving a surge in token usage that could push demand for compute far beyond current expectations.
Robotics could become the next AI infrastructure trade, with semiconductors, memory, actuators and software positioned to benefit from rising deployment.
AI infrastructure may be crowded, but the emerging financial rails for autonomous agents could offer investors a new way to approach the AI trade.
Pro trader Douggee Fresh Picks charts Micron, Nvidia, Nebius and other market favorites, identifying the setups he believes could drive the next rally.
Robotics may target a $40 trillion labor market, but dexterous hands, overheating actuators, rare-earth magnets, and manufacturing capacity could constrain its growth.
Melvin breaks down four AI infrastructure stocks positioned around shortages in compute, memory, networking, and power.
Neoclouds are emerging as specialized AI infrastructure providers, with soaring compute demand creating opportunity alongside steep capital and execution risks.
AI agents are getting cheaper than offshore labor, setting up a widening divide between companies that adopt the technology and those that fall behind.
AI compute rewards speed today, but efficiency could determine the winners as early as 2028.
Kyle Reedhead argues SpaceX’s AI compute, Starlink, and launch businesses could support a multitrillion-dollar valuation despite major execution risks.
The robotics revolution may be led by task-specific machines on wheels, not humanoids trying to master stairs.
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