Oklo (NYSE:OKLO) just cleared its first NRC licensing milestone, but the stock is still trading as if nothing changed. That tension is what makes the setup so compelling right now. Beneath the sell-off, a possible 2026 revenue path and a broader nuclear pipeline may be reshaping the story. Stock prices used were the market prices … Read more
Marvell Technology (NASDAQ:MRVL) may look like just another AI stock, but the deeper story is unfolding inside the supply chain. As TSMC capacity tightens and custom silicon becomes more important, Marvell appears to be gaining leverage in a part of the market that hyperscalers increasingly need to control. Stock prices used were the market prices … Read more
Rocket Lab (NASDAQ:RKLB) just completed its 85th mission, further supporting the case that the company is executing at a high level. The bigger question is whether the stock has already priced in too much of that progress. Stock prices used were the market prices of April 3, 2026. The video was published on April 7, … Read more
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 … Read more
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 … Read more
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 … Read more
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 … Read more
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 … Read more
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 … Read more
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 … Read more
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