Rick Orford
About The Author
LATEST ARTICLES
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Applied Digital’s Massive $36 Billion Backlog Could Signal Huge Upside
Applied Digital (NASDAQ:APLD) has secured about $36 billion in contracted revenue while carrying a market value of roughly $7 billion. As Polaris Forge and additional AI campuses come online, the resulting revenue ramp could expose a remarkable disconnect between the company’s current size and its contracted future. Stock prices used were the market prices of…
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Quantum Stocks Face a Brutal Risk and Extraordinary Opportunity
Quantum computing could become the next major layer of enterprise technology, creating opportunities across hardware, cloud infrastructure, and cybersecurity. This video examines how NVIDIA (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Intel (NASDAQ:INTC), IonQ (NYSE:IONQ), Rigetti Computing (NASDAQ:RGTI), D-Wave Quantum (NYSE:QBTS), IBM (NYSE:IBM), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), and Cloudflare (NYSE:NET) could be affected as the industry pushes…
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Salesforce Looks Surprisingly Cheap as Its AI Strategy Accelerates
Salesforce (NYSE:CRM) is attempting to transform itself from a traditional CRM provider into a platform that sells AI labor through software. Agentforce, Data Cloud, and Slack could give the company a powerful position in enterprise AI, yet the market may still be valuing it like a mature software business. Stock prices used were the market…
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These Powerful Tech Stocks Could Win the Global Sovereignty Race
Rocket Lab (NASDAQ:RKLB), IBM (NYSE:IBM), Alphabet (NASDAQ:GOOGL), IonQ (NYSE:IONQ), and D-Wave (NYSE:QBTS) are competing in a technology race driven by something larger than consumer demand. Governments want independent access to chips, satellite networks, quantum systems, and secure infrastructure. That shift could turn national security spending into a powerful long-term catalyst for select space and quantum…
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Is IREN Stock a Buy? The AI Power Moat Explained

IREN stock has become one of the more controversial names in the AI infrastructure trade. The bullish argument is easy to understand. IREN is building renewable-powered data centers, deploying advanced GPUs, securing long-term customer contracts, and developing a five-gigawatt power pipeline that could support years of expansion. The bearish argument is just as clear. The…
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NVIDIA’s Powerful Nebius Bet Could Reshape the AI Cloud Race
Nebius (NASDAQ:NBIS) now has NVIDIA’s capital, hardware, and technical support behind its ambitious AI cloud expansion. That partnership could help it compete with much larger cloud providers, while creating a closed-loop system where NVIDIA benefits from both its investment and chip sales. The opportunity is enormous, but so are the expectations. Stock prices used were…
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Supermicro’s Stunning Collapse Is Creating a Rare AI Test
Supermicro (NASDAQ:SMCI) has lost about 45% since early June as a criminal investigation, a costly capital raise, and severe cash burn rattled investors. Yet its NVIDIA supply, customer base, and reported $39 billion order book remain intact, setting up a potentially explosive earnings verdict. Stock prices used were the market prices of July 18, 2026.…
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Micron Stock Fell 30%. Is This the Buying Opportunity?

Micron Technology looked almost unstoppable only a few weeks ago. The memory-chip manufacturer had reported record fiscal third-quarter results, artificial intelligence demand remained strong, and the company had secured a growing collection of long-term customer agreements. Micron stock was trading near an all-time high as investors rushed to gain exposure to high-bandwidth memory, or HBM.…