AMD (NASDAQ:AMD) is seeing massive adoption of its AI and data center chips. Revenue climbed 57% in its data center segment, signaling the engine behind its $120B growth bet. Stock prices used were the market prices of June 12, 2026. The video was published on June 22, 2026. On the date of publication, Rick Orford … Read more
Constellation Energy (NASDAQ:CEG) and Vistra (NYSE:VST) are no longer just traditional utility stories. If AI creates a long-duration electricity shortage, investors may start valuing dispatchable power, nuclear scarcity, and grid flexibility very differently. Stock prices used were the market prices of June 6, 2026. The video was published on June 21, 2026. On the date … Read more
Nebius is becoming one of the market’s most fascinating AI infrastructure stories. The stock has already delivered extraordinary gains, revenue is exploding, and investors are starting to ask a much bigger question: could Nebius stock eventually justify a $2,000 share price? That number may sound unrealistic at first. But once you consider the company’s growth, … Read more
Quantum computing stocks have moved from science-fiction speculation into one of the most closely watched themes in technology investing. The industry still isn’t ready to replace classical computing, and it may take years before quantum systems become commercially useful at scale. But the investment case is getting harder to ignore. The reason is simple: quantum … Read more
Palo Alto Networks (NASDAQ:PANW) and CrowdStrike (NASDAQ: CRWD) are both riding one of the most powerful technology trends in the market: artificial intelligence-driven demand for cybersecurity. But the real question is not just which company grows faster. Which stock offers the better balance of quality, valuation, risk, and upside as cyber defense becomes mission-critical? Stock … Read more
Alphabet (NASDAQ:GOOGL) is raising nearly $85 billion to fund a huge AI infrastructure push, and the market doesn’t know whether to cheer or panic. The stock slipped as investors focused on dilution, but the bigger question is whether Google Cloud, Search, YouTube, and AI products can turn this spending into durable earnings power. Stock prices … Read more
The next decade of computing may see Arm (NASDAQ:ARM) dominate architecture leadership while Intel (NASDAQ:INTC) becomes the essential manufacturing backbone. Stock prices used were the market prices of June 11, 2026. The video was published on June 20, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in … Read more
Samsara (NYSE:IOT) is nearing $2 billion in annual recurring revenue, and big customers are spending more. But the stock is down sharply, creating a strange setup where the business looks strong while the valuation still looks demanding. Stock prices used were the market prices of June 12, 2026. The video was published on June 19, … Read more
SoundHound AI (NASDAQ:SOUN) has a compelling AI story, but investors still face a difficult trade-off. The company has patents, agentic AI ambitions, Nvidia-related technology work, and a clean balance sheet. Yet the stock’s valuation leaves little room for disappointment. That makes SoundHound one of the more fascinating high-risk AI names to watch. Stock prices used … Read more
For decades, Micron stock was treated like a classic cyclical semiconductor play. DRAM prices would rise, suppliers would add capacity, inventories would build, prices would collapse, margins would fall, and eventually the cycle would begin again. That was the memory playbook. But artificial intelligence may be changing that playbook in a way investors can’t ignore. … Read more
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