Rick Orford
About The Author
LATEST ARTICLES
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Nebius Has Huge Demand, But Can It Power the Growth?
Nebius (NASDAQ:NBIS) looks like one of the most aggressive AI infrastructure stories in the market, but the stock isn’t cheap. The Bloom partnership lowers one key risk tied to power availability, yet investors still have to weigh funding needs, fuel costs, valuation, and execution. The business is winning, but the market may already be demanding…
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NuScale Has the Approval, But Oklo May Have the Better Model
Oklo (NYSE:OKLO) and NuScale (NYSE:SMR) are both chasing the same AI-driven nuclear opportunity, but their business models couldn’t be more different. One wants to own reactors and sell power for decades, while the other depends on partners turning licensed technology into real projects. Stock prices used were the market prices of May 22, 2026. The…
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AppLovin Could EXPLODE After This AI E-Commerce Catalyst
AppLovin (NASDAQ:APP) has moved beyond its old gaming identity, and that shift could matter more than investors realize. With Axon 2 driving real-time mobile ad performance and e-commerce becoming a new growth lane, the company is trying to turn itself into a high-margin software platform for the mobile app economy. Stock prices used were the…
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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…
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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…
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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…
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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…
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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.…
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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…
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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…