Rick Orford
About The Author
LATEST ARTICLES
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Why Supermicro’s GB200 NVL71 Rack Is a Big Deal for Investors
Super Micro Computer (NASDAQ: SMCI) is racing ahead with full AI racks, Blackwell-ready superclusters, and a “one-stop” data center model that cuts costs and time-to-online. I break down the demand mix, margin trade-offs, and why a $60 target could be a launchpad if execution holds through earnings. Stock prices used were the market prices of…
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Massive Growth Ahead? Veritone’s AI Refinery Is Heating Up
Veritone (NASDAQ: VERI) just announced a massive $40 million deal that could transform its future. With the AI-driven aiWARE platform and Data Refinery (VDR), Veritone is rapidly positioning itself as a top player in the generative AI race, and investors are taking notice. Stock prices used were the market prices of Oct. 15, 2025. The…
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Why Joby’s Risks Could Become Its Greatest Opportunity
Joby Aviation (NYSE: JOBY) is nearing FAA approval for its all-electric air taxi. With partners like Toyota and Delta Airlines, the company is positioned to lead the eVTOL revolution. Certification delays pose risk, but its technology and momentum could turn turbulence into opportunity. Stock prices used were the market prices of Oct. 9, 2025. The…
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Rocket Lab: Can Neutron’s 2025 Flight Reprice This Stock?
Rocket Lab (NASDAQ: RKLB) is up big, but the real story hinges on Neutron’s timing, HASTE momentum, and whether revenue mix can outgrow dilution.I reveal the one signal I’m tracking, what $66 implies for margins, and how government work could unlock durable upside. Stock prices used were the market prices of Oct. 10, 2025. The…
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Navitas’ GaN and SiC Chips Are Changing Data Centers Forever
Navitas Semiconductor (NASDAQ: NVTS) is driving the AI revolution with its Gallium Nitride (GaN) and Silicon Carbide (SiC) power devices, which are now integrated into NVIDIA’s next-generation AI factory architecture. As data centers demand faster, more efficient power, Navitas’ breakthrough chips could make it one of the most critical suppliers in the new AI economy.…
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Great News for EV Investors: QuantumScape Just Hit a Major Milestone
QuantumScape (NYSE: QS) is rewriting the EV battery playbook with its solid-state lithium-metal technology and revolutionary Cobra manufacturing process. Backed by Bill Gates and Volkswagen, QuantumScape could soon power the next generation of electric vehicles — faster, safer, and longer-lasting than ever before. Stock prices used were the market prices of Sept. 30, 2025. The…
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NVIDIA’s 60-Month Beta Reveals Something Most Investors Miss
NVIDIA (NASDAQ: NVDA) has become the $4 trillion titan of AI, gaming, and data centers, but is it priced for perfection? With China pushing back, energy constraints looming, and buyer concentration rising, investors must look beyond the hype. Is this the start of NVIDIA’s next leg up? Stock prices used were the market prices of…
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Oklo’s 1,400% Rally: Game-Changer or Hype?
Oklo (NASDAQ: OKLO) is redefining nuclear energy with its Aurora Powerhouse reactors, designed to run on recycled waste and deliver clean, scalable power. However, despite significant progress, Oklo still has no revenue, leaving investors to weigh its innovation against the risk of execution and its long-term profitability potential. Stock prices used were the market prices…
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Veritone’s Next Earnings Call Could Be a Game-Changer
Veritone (NASDAQ: VERI) is one of the earliest AI platform developers, powering enterprise workflows with its aiWARE operating system. Despite flat revenue and growing losses, analysts remain bullish with a $25 target, suggesting huge upside if Veritone can stabilize its balance sheet and reignite growth. Stock prices used were the market prices of Oct. 10,…
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AMD Just Reported 229% Profit Growth What Investors Need to Know
AMD (NASDAQ: AMD) continues its explosive run in 2025, posting 229% profit growth and double-digit revenue gains. With data center and AI segments leading the charge, analysts see a potential 29% upside ahead ,but competition from NVIDIA and execution risks remain. Stock prices used were the market prices of Oct. 9, 2025. The video was…