Rick Orford
About The Author
LATEST ARTICLES
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Should You Buy Vistra After Its Big AI-Powered Rally?
Vistra (NYSE:VST) may be one of the most overlooked AI infrastructure plays because it does not need to build chips or software. It already owns the power assets AI data centers need. If electricity becomes the next major bottleneck, Vistra’s existing generation fleet could become far more strategic. Stock prices used were the market prices…
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Starfighters’ Bold Space Bet Has One Huge Catch
Starfighters Space (NYSE:FJET) is trying to build one of the most unusual launch systems in the space market. Its STARLAUNCH program uses a supersonic F-104 as a reusable first stage, potentially lowering small satellite launch costs while creating a new path into defense, hypersonic testing, and orbital services. This video was sponsored by Simply Wall…
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Amazon vs. Shopify: The Brutal Retail Battle Is Changing
Amazon (NASDAQ:AMZN) and Shopify (NYSE:SHOP) are not just fighting each other. The bigger story may be how both companies are widening the gap between AI-powered commerce platforms and traditional retailers still trying to catch up. Stock prices used were the market prices of July 2, 2026. The video was published on July 13, 2026. On…
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Before You Buy Marvell Technology, Consider This
Marvell Technology (NASDAQ:MRVL) could benefit as AI data centers shift from raw compute toward networking, optical connectivity, and custom silicon. The upside story is compelling, but the valuation means investors need to weigh growth potential against execution risk. Stock prices used were the market prices of July 3, 2026. The video was published on July…
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Amazon’s Shocking AI Chip Bet Could Disrupt Nvidia
Amazon (NASDAQ:AMZN) already has AWS, major AI customer commitments, and a growing custom silicon business. If external chip sales gain traction, investors may need to rethink how much Amazon’s AI infrastructure strategy is worth. The opportunity is exciting, but the risks are real. Stock prices used were the market prices of July 1, 2026. The…
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IBM’s Powerful Comeback May Be Hiding In Quantum
IBM (NYSE:IBM) may still look like an old dividend stock, but its quantum story is starting to look more practical than speculative. With government support, enterprise partners, Qiskit adoption, and a profitable business underneath it, investors may need to rethink what kind of technology stock IBM has become. Stock prices used were the market prices…
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Amphenol’s Hidden AI Connection Crisis Looks Powerful
Amphenol (NYSE:APH) may not have the spotlight of NVIDIA or Microsoft, but its connectors, cables, and interconnect systems are essential to the physical layer that AI data centers need to function. As AI clusters grow larger, faster, and denser, signal integrity and reliable connectivity could become a bigger part of the investment story. Stock prices…
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Should You Buy CrowdStrike or SentinelOne Right Now?
CrowdStrike (NASDAQ:CRWD) and SentinelOne (NYSE:S) both sit inside one of the most urgent technology trends in the market. Cybersecurity is no longer optional software. It is becoming essential infrastructure for companies trying to survive the AI threat boom. Stock prices used were the market prices of July 3, 2026. The video was published on July…
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SpaceX’s Stunning AI Bet Raises One Critical Question
SpaceX (NASDAQ:SPCX) is now part of the AI infrastructure conversation. Reflection AI could become a key customer for its compute business, giving SpaceX a stronger path beyond aerospace. But with heavy AI losses and a premium valuation, the debate is getting more intense. Stock prices used were the market prices of July 2, 2026. The…
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Helus Pharma’s Bold Depression Bet Faces Its Defining Test
Helus Pharma (NASDAQ:HELP) is approaching a crucial Q4 readout that could reshape the investment story. The company says its earlier depression data showed durable remission after only two doses, but Phase 3 is the real test. If the trial confirms the promise, investors may start looking at Helus very differently. Interview date: July 1, 2026.…