Rick Orford
About The Author
LATEST ARTICLES
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Broadcom or Marvell: Which Stock Has More AI Upside?
Broadcom (NASDAQ) and Marvell (NASDAQ) are not simply betting against NVIDIA. They are helping hyperscalers build a more fragmented AI ecosystem where custom processors operate alongside general-purpose GPUs, potentially shifting billions of dollars toward the companies designing and connecting specialized silicon. Stock prices used were the market prices of July 29, 2026. The video was…
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Redwire’s Bold Drone Expansion Brings Growth and Serious Risk
Redwire (NYSE:RDW) is building a business with two very different timelines. Military drones are generating revenue and repeat orders today, while the company’s larger space opportunity may take years to mature. That combination creates an intriguing growth story, but investors must decide whether rising defense momentum can overcome persistent cash burn and dilution. Stock prices…
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Is BlackSky Still a Buy as Its Defense Opportunity Expands?
BlackSky (NYSE) is trying to become more than a satellite imagery provider. By combining rapid tasking, high-resolution imagery, artificial intelligence, and Space Domain Awareness, it could become embedded in the systems governments use to interpret activity in orbit. That shift could change how investors value the company, but only if BlackSky can execute before larger…
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IREN’s Massive $4 Billion AI Shift Could Unlock Explosive Growth
IREN (NASDAQ:IREN) is targeting more than $4 billion in annualized AI cloud revenue by the end of 2026, with roughly 85% already under contract. Its latest $2.8 billion in agreements provide fresh evidence that demand is arriving before much of its capacity has even been commissioned. The opportunity looks enormous, but the stock’s valuation demands…
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Palantir’s Record Growth Creates a Rare Second Chance
Palantir (NASDAQ) delivered its strongest quarter yet, with revenue growth accelerating, margins expanding, and U.S. commercial demand surging. Yet the stock remains under pressure. That contradiction has turned the next earnings report into a decisive test of whether execution can outrun valuation compression, or whether the bears are finally gaining control. Stock prices used were…
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Salesforce vs. ServiceNow: Which Is the Better Long-Term Investment?
Salesforce (NYSE:CRM) has become cheaper while skepticism surrounding its AI growth strategy intensifies. ServiceNow’s (NYSE:NOW) latest quarter showed that customers are still paying for AI workflow tools, shifting the fundamental evidence toward the more expensive competitor. The Salesforce thesis now rests on one critical test: whether billings reaccelerate in September. Stock prices used were the…
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What Happens Before a Market Crash: The Critical Warning Signs

Every couple of years, somebody puts up a scary chart and announces that a market crash is coming. Then it doesn’t come, or it shows up half a year later for reasons unrelated to the chart. So, I want to try something more useful. Something that’s not a prediction, because predictions are mostly coin flips…
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Rocket Lab vs. Intuitive Machines: Which Space Stock Is Better?

Rocket Lab and Intuitive Machines give investors two very different ways to invest in the commercial space boom. One offers diversification and financial strength. The other is a higher-risk bet on the Moon. SpaceX has changed what investors expect from the commercial space industry. But there’s one major obstacle for everyday investors who want exposure…
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Micron’s Biggest AI Bet Isn’t About Chips

The real opportunity may be controlling the memory infrastructure that determines how quickly the AI economy can grow. The AI race is usually measured by computing power. Who has the most GPUs? Who can build the biggest data centers? Who can train the largest models? But computing power is only useful when data can reach…
