Rick Orford
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LATEST ARTICLES
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Applied Digital’s Bold AI Bet Could Still Have Explosive Upside
Applied Digital (NASDAQ:APLD) sits at the center of one of the biggest AI questions: who captures the value from the infrastructure build-out? Chips get the attention, but power-backed data centers may become one of the most important constraints in the market. That creates a compelling upside story, but also a difficult one. The company has…
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Micron’s Explosive Artificial Intelligence Shift Could Shock Wall Street
Micron (NASDAQ:MU) is caught between two powerful narratives. One says it’s still a cyclical memory stock that could stumble when supply catches up. The other says artificial intelligence is creating a broader, more durable demand base for advanced memory, especially high-bandwidth memory. That tension may decide whether investors see Micron as a commodity business or…
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Palantir Stock Faces a Stunning Test as Bulls See Massive AI Upside
Palantir (NASDAQ:PLTR) carries a premium valuation, but bulls argue the company is building something bigger than traditional software. If its AI platform becomes the default operating system for institutions that cannot afford failure, the long-term upside could be powerful, even though execution risk remains high.
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SoFi’s Business Is Changing, But the Stock Hasn’t Caught Up
SoFi Technologies (NASDAQ: SOFI) still carries real risks, especially around credit quality, dilution, and the economic cycle. But if execution continues and losses remain manageable, the stock’s dead money phase may not last forever. Stock prices used were the market prices of June 5, 2026. The video was published on June 16, 2026. On the…
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3 Space Stocks That Could Benefit Before the SpaceX IPO

The SpaceX IPO could become one of the biggest market events the space industry has ever seen. But investors don’t have to wait for SpaceX to go public to start looking for opportunities in the space economy. Several public companies already offer exposure to the same long-term themes driving investor interest in space stocks, including…
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5 AI Infrastructure Stocks to Watch in 2026

Many investors are still focused on the most visible part of artificial intelligence: chatbots, AI agents, coding assistants, and software tools that make people more productive. However, interest in AI infrastructure stocks is rising as investors recognize how vital the technology that supports these tools has become. That makes sense. These are the products people…
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Is ServiceNow Stock a Buy as Enterprise AI Adoption Accelerates?
ServiceNow has become one of the more interesting enterprise software companies in the artificial intelligence space. The company isn’t trying to build the next consumer chatbot. Instead, ServiceNow is positioning itself as the platform large companies use to turn AI into real work. That distinction matters because the enterprise AI opportunity is much bigger than…
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Robinhood’s Stunning Wealth Pivot Could Unlock Massive Upside
Robinhood (NASDAQ:HOOD) may be entering a new phase where trading activity matters less than customer assets, retention, and monetization. That could create a powerful upside story if the company turns its growing asset base into recurring revenue. But with a premium valuation already attached, execution risk is still impossible to ignore. Stock prices used were…
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Rocket Lab’s Stunning SpaceX Alternative Thesis Just Got Stronger
Rocket Lab (NASDAQ:RKLB) has surged as investors rethink its role in the space economy. The company’s growing backlog, national security contracts, and Neutron ambitions make the SpaceX alternative thesis harder to ignore. But with the stock trading at a steep premium, the next phase may depend on whether Rocket Lab can turn promise into durable…
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BlackSky’s Explosive Rally Raises a Crucial Valuation Question
BlackSky (NYSE:BKSY) is trying to evolve from a satellite imagery company into a real-time intelligence platform. That shift could matter because governments increasingly want actionable intelligence, not just raw images. If recurring subscriptions become a larger part of the business, investors may eventually view BlackSky through a very different lens. Stock prices used were the…