Rick Orford

About The Author

LATEST ARTICLES

  • Is Cerebras the Most Interesting AI IPO of 2026?

    Cerebras (NASDAQ:CBRS) just became the AI hardware stock investors can’t ignore. Its massive wafer-scale chip, explosive IPO debut, and OpenAI deal create a powerful bull case. But the stock is already pricing in extraordinary execution, and the next few quarters could determine whether this is a true NVIDIA challenger or just another overhyped AI story.…


  • Arista Investors Weigh Supply Constraints

    Arista Networks (NASDAQ:ANET) continues to lead AI networking with massive revenue growth, strong margins, and enormous cash flow. Supply chain pressures create short-term uncertainty, but the company’s fundamentals and product innovations position it for long-term success in hyperscale cloud and AI infrastructure. Stock prices used were the market prices of May 22, 2026. The video…


  • Rigetti’s Biggest Catalyst May Be Hiding in Plain Sight

    Rigetti Computing (NASDAQ:RGTI) remains highly speculative, with tiny revenue, significant losses, and early commercial adoption. But its progress in quantum infrastructure, cloud access, and modular chiplet systems could make it a name to watch as investors look beyond GPUs for the next layer of AI infrastructure. Stock prices used were the market prices of May…


  • Meta’s Growth Story Just Got More Complicated

    Meta Platforms (NASDAQ:META) is leaning hard into AI, and the stakes are getting bigger. The company’s latest results show stronger ad impressions, higher pricing, and massive engagement across Facebook, Instagram, and WhatsApp. Yet investors remain worried because capex guidance continues to climb, and the market wants proof that AI spending can translate into durable revenue…


  • CrowdStrike Stock Just Hit a 52-Week High. Is the Rally Still Worth Chasing?

    CrowdStrike (NASDAQ:CRWD) continues to build Falcon into a broader cybersecurity ecosystem, giving customers more ways to consolidate security workloads on a single platform. That could strengthen retention, expand adoption, and deepen enterprise relationships over time. Still, the stock trades like investors expect near-perfect execution, which makes price discipline a crucial part of the story. Stock…


  • Is Palantir’s FAA Opportunity the Next Major AI Catalyst?

    Palantir (NASDAQ:PLTR) just delivered one of the strongest quarters in its history, yet the stock still dropped. That contradiction is exactly why investors are paying attention. The company’s revenue growth, margins, and U.S. commercial momentum suggest the AI story may still have room to run, but expectations remain extremely high. Stock prices used were the…


  • Micron and SanDisk Just Exploded. Which One Still Looks Buyable?

    Micron (NASDAQ:MU) and SanDisk (NASDAQ:SNDK) have both delivered massive stock moves, but the market may be rewarding two very different stories. Micron looks more tied to AI processing and memory bandwidth, while SanDisk appears more exposed to NAND storage demand and a higher-risk recovery cycle. That difference could matter a lot from here. Stock prices…


  • IREN’s NVIDIA Deal Could Redefine This AI Infrastructure Stock

    IREN (NASDAQ:IREN) has suddenly moved from Bitcoin mining into the center of the AI infrastructure boom. Its partnership with NVIDIA (NASDAQ:NVDA) provides the company with validation, scale, and a potential path toward higher-value AI cloud revenue. But after a massive rally, investors still have to weigh whether the market is catching the story early or pricing in…


  • Applied Digital Stock Has Surged 660%. Is the AI Bet Still Worth It?

    Applied Digital (NASDAQ:APLD) sits right in the middle of one of the market’s biggest AI themes. The upside story is compelling, but the stock already reflects significant optimism. For investors, the next phase may come down to execution, financing, and whether growth can eventually turn into durable profits. Stock prices used were the market prices…


  • Micron’s 2026 Supply Is Sold Out. The Stock Market Noticed

    Micron (NASDAQ:MU) has become one of the most closely watched names in the AI memory trade. Its 2026 HBM supply is already sold out, while meaningful new capacity may not arrive until 2028. That supply pressure could support stronger margins, but it also raises the stakes if investor expectations have already moved too far. Stock…


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