Rick Orford

About The Author

LATEST ARTICLES

  • Marvell’s Quiet AI Role Is Suddenly Getting Much Harder to Ignore

    Marvell Technology (NASDAQ:MRVL) could be one of the most underappreciated AI infrastructure plays as data centers shift toward optical interconnects, custom silicon, and next-generation switching. The bull case is powerful, but after a major stock rally, investors need to weigh accelerating growth against a much higher execution bar. Stock prices used were the market prices…


  • Broadcom Stock Has a $10.7 Billion AI Test Coming

    Broadcom (NASDAQ:AVGO) has become one of the most important AI infrastructure stocks in the market. Its custom chips, networking hardware, and hyperscaler relationships are driving massive growth, while free cash flow gives management room to fund dividends and buybacks. The bull case is powerful, but the valuation makes the decision far more complicated. Stock prices…


  • The Market May Still Be Mispricing Micron’s AI Opportunity

    Micron (NASDAQ:MU) is no longer trading like a simple cyclical memory stock. AI servers need more high-bandwidth memory; supply is tight, and the company’s 2026 HBM supply is already booked. That creates unusual revenue visibility for a business that investors used to view as deeply cyclical. Stock prices used were the market prices of May…


  • Nebius Stock Looks Exciting, Expensive, and Extremely Volatile

    Nebius (NASDAQ:NBIS) has become one of the market’s most debated AI infrastructure stocks. Bulls see a massive backlog, surging annual recurring revenue, and a major opportunity tied to agentic AI. Bears see a valuation that leaves little room for delays, margin pressure, or customer concentration risk. Stock prices used were the market prices of May…


  • 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…


15585

You Found Me :)

Now Let's Grow Your Wealth

Learn to invest like the pros—even if you're just starting.

15856