Rick Orford
About The Author
LATEST ARTICLES
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IonQ Could Be the Biggest Quantum Computing Bet of the Next Decade
IonQ (NYSE:IONQ) could be building a massive long-term advantage in quantum computing through its acquisition of SkyWater. Faster development cycles, potential margin expansion, and huge scale ambitions could drive explosive upside if the technology arrives on schedule. Stock prices used were the market prices of Feb. 5, 2026. The video was published on Feb. 12,…
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Palantir Technologies Is Redefining Enterprise AI at Scale
Palantir Technologies (NYSE: PLTR) is scaling enterprise AI at a pace few companies can match. Exploding margins, powerful partnerships, and deep government roots are driving growth, but the stock price leaves no margin for error. Stock prices used were the market prices of Feb. 6, 2026. The video was published on Feb. 12, 2026. On…
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C3 AI Stock Could Rebound Sharply If Execution Improves
C3 AI (NYSE: AI) is a controversial AI stock with real government traction and major partners. If losses shrink and execution improves, the upside could be dramatic for patient investors. Stock prices used were the market prices of Feb. 6, 2026. The video was published on Feb. 11, 2026. On the date of publication, Rick…
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Why Nebius Stock Is Down Despite Exploding Demand
Nebius Group (NASDAQ: NBIS) is building and renting the computing power behind the AI boom. With capacity fully sold out and multi-billion-dollar contracts in place, revenue could surge if execution stays on track. The upside is compelling, but delays and dilution remain real risks. Stock prices used were the market prices of Feb. 6, 2026.…
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Microsoft’s AI Bet Is Testing Investor Patience
Microsoft (NASDAQ: MSFT) is spending billions on AI infrastructure, and the market is losing patience. But beneath the headlines, cloud demand is exploding, Azure is supply-constrained, and future profits could surge as AI scales. Long-term investors may be getting a rare entry point. Stock prices used were the market prices of Feb. 05, 2026. The…
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Why Constellation Energy Is Becoming an AI Power Giant
Constellation Energy (NASDAQ: CEG) is emerging as a critical power supplier for AI data centers. With long-term contracts, federal support for nuclear, and decades of operating expertise, the company could lock in durable growth for years. Regulatory risks remain, but the opportunity is substantial. Stock prices used were the market prices of Feb. 6, 2026.…
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AI Stocks Are Falling. Here’s Why This Is Happening Now
AI Stocks (MARKET: AI) are entering a critical transition phase as investors shift from hype to results. Valuations are compressing, capital is getting expensive, and only companies that can monetize AI at scale may survive the shakeout. This reset could define the next decade of winners. Stock prices used were the market prices of Feb.…
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Applied Digital Q2 2026 Earnings Breakdown
Applied Digital’s Q2 2026 earnings showed explosive revenue growth, narrowing losses, and a major expansion of its HPC campuses. I break down the financials, valuation risks, and what needs to happen for APLD stock to justify its price over the next few years. Stock prices used were the market prices of Feb. 3, 2026. The…
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Is Micron’s $24B Expansion the Key to Long-Term AI Profits?
Micron Technology (NASDAQ: MU) is riding a powerful AI-driven memory upcycle that is reshaping pricing, margins, and long-term profitability. Explosive demand from data centers and AI workloads could fuel years of growth if execution stays on track. Stock prices used were the market prices of Feb. 2, 2026. The video was published on Feb. 8,…