Rick Orford
About The Author
LATEST ARTICLES
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AMD’s Meta AI Deal Just Got Bigger Than Most Investors Realize
AMD (NASDAQ:AMD) just strengthened its AI story with a major Meta partnership, but Cathie Wood’s sale of shares adds a layer of doubt investors can’t ignore. The real question is whether that tension changes the stock story or just makes it more misunderstood. Stock prices used were the market prices of April 3, 2026. The…
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Why Microsoft’s Backlog May Matter More Than Its AI Spending
Microsoft (NASDAQ:MSFT) is spending aggressively on AI, and that’s exactly why investors got nervous. But the deeper story may be hiding inside its backlog, Azure growth, and rising Copilot adoption, which could make this selloff look a lot more like opportunity than trouble. Stock prices used were the market prices of March 31, 2026. The…
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Navitas Might Be Turning a Corner, and Investors Are Watching
Navitas (NASDAQ:NVTS) is pitching a bold AI and high-power growth story, but the numbers still leave room for doubt. I break down what’s improving, what still looks weak, and why investors are so divided on this stock right now. Stock prices used were the market prices of March 30, 2026. The video was published on…
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Archer Aviation Still Has Huge Upside, But One Problem Won’t Go Away
Archer Aviation (NYSE:ACHR) still has the partnerships, momentum, and long-term market opportunity that make the bull case exciting. Stock prices used were the market prices of March 28, 2026. The video was published on April 4, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of…
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Iren Could Be an AI Winner, but the Buildout Has to Work
Iren (NASDAQ:IREN) is chasing one of the biggest AI infrastructure opportunities in the market, but the real story is the gap between what’s already live and what still has to be built. That tension could define the stock’s next move. Stock prices used were the market prices of March 31, 2026. The video was published…
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Why AST SpaceMobile Stock Suddenly Looks More Complicated
AST SpaceMobile (NASDAQ:ASTS) still has one of the most ambitious stories in the market, but BlueBird 7 may be testing how real that rollout timeline really is. The upside is still there. The question is whether execution keeps up. Stock prices used were the market prices of March 28, 2026. The video was published on…
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SoundHound’s CFO Just Quit, but Bulls Still See Massive Upside
SoundHound AI (NASDAQ:SOUN) just lost its CFO at a moment when investors are already questioning cash burn, dilution, and profitability. That tension is exactly what makes the stock so fascinating right now. Stock prices used were the market prices of March 30, 2026. The video was published on April 2, 2026. On the date of…
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Microsoft’s AI Empire May Be Bigger Than Investors Realize
Microsoft (NASDAQ:MSFT) is spending heavily on AI, and that’s exactly why some investors are getting nervous. But the bigger question is whether this buildout is actually creating a stronger long-term business that the market still doesn’t fully understand. Stock prices used were the market prices of March. 28, 2026. The video was published on April…
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Wall Street Is Split on CoreWeave and the Gap Is Huge
CoreWeave (NASDAQ:CRWV) just got a fresh bullish call from Bank of America, but that’s only half the story. Insider selling, heavy debt, and a huge analyst split are turning this into one of the most emotionally charged AI stock debates right now. Stock prices used were the market prices of March 28, 2026. The video…
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Micron Stock Fell After Huge Numbers. Here’s What Changed
Micron Technology (NASDAQ:MU) just posted a quarter that looked almost too strong to believe, yet the stock still pulled back. That tension is what makes the story so interesting right now, because the numbers were huge, but Wall Street is already debating what comes next. Stock prices used were the market prices of March 29,…