BigBear.ai (NYSE: BBAI) is chasing explosive AI growth through defense contracts and recurring revenue. The upside is real, but dilution and accounting-driven profits could cap returns if execution stumbles. Stock prices used were the market prices of Jan. 19, 2026. The video was published on Jan. 21, 2026. On the date of publication, Rick Orford … Read more
Navitas Semiconductor (NASDAQ: NVTS) is quietly positioning itself at the center of AI data centers, next-generation power chips, and India’s semiconductor push. If execution improves, today’s weakness could hide tomorrow’s breakout. Stock prices used were the market prices of Jan. 19, 2026. The video was published on Jan. 21, 2026. On the date of publication, … Read more
QuantumScape (NYSE: QS) is approaching a critical inflection point as solid-state battery testing moves into real vehicles. I break down the catalysts, risks, and why 2026 could decide whether this stock delivers massive upside or painful disappointment. Stock prices used were the market prices of Jan. 15, 2026. The video was published on Jan. 20, … Read more
Super Micro Computer (NASDAQ: SMCI) is scaling AI servers and turnkey data center solutions alongside NVIDIA’s next-generation platforms. If margins recover, the long-term upside could be massive despite near-term pressure. Stock prices used were the market prices of Jan. 19, 2026. The video was published on Jan. 20, 2026. On the date of publication, Rick … Read more
NVIDIA (NASDAQ: NVDA) continues to dominate AI while the stock consolidates. I break down why the market is hesitant, what could reignite growth, and how China and Rubin may reshape NVIDIA’s future. Stock prices used were the market prices of Jan. 16, 2026. The video was published on Jan. 19, 2026. This video is for … Read more
Broadcom (NASDAQ: AVGO) just delivered massive earnings growth, yet the stock sold off hard. I break down why AI fear created a rare disconnect and how custom chips and software margins could drive the next leg higher. Stock prices used were the market prices of Jan. 14, 2026. The video was published on Jan. 19, … Read more
Applied Digital (NASDAQ: APLD) is scaling massive AI data center campuses while spinning out ChronoScale to unlock cloud value. Explosive revenue growth and long-term contracts could drive outsized returns if execution holds. Stock prices used were the market prices of Jan. 15, 2026. The video was published on Jan. 18, 2026. On the date of … Read more
Marvell Technology (NASDAQ: MRVL) sits at the center of AI infrastructure with custom chips powering hyperscale data centers. As AI demand accelerates, margins are expanding and long-term revenue visibility is rising. But customer concentration creates real risk that could swing the stock dramatically. Stock prices used were the market prices of Jan. 13, 2026. The … Read more
Oklo (NYSE: OKLO) is betting big on modular nuclear power to fuel AI data centers and future energy demand. Government backing and a massive balance sheet give it time, but execution risk remains high. This is a classic high-risk, high-reward nuclear moonshot investors need to understand. Stock prices used were the market prices of Jan. … Read more
Joby Aviation (NYSE: JOBY) is leading the race to commercial air taxis, with FAA certification progress, nearly $1B in cash, and early production scaling already underway. If Joby executes, this could be one of the most disruptive transportation stocks of the decade. Stock prices used were the market prices of Jan. 13, 2026. The video … Read more
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