Applied Digital (NASDAQ:APLD) is not trying to build AI models or design semiconductors. It is trying to own the physical infrastructure that lets AI companies scale. That creates a powerful bull case, especially as power, cooling, and data center capacity become harder to secure. The bigger question is whether the company can turn contracted demand … Read more
IREN (NASDAQ:IREN) sits at the center of a growing debate among investors. AI needs chips, but it also needs electricity, cooling, land, and data-center capacity. That could make IREN’s infrastructure strategy more valuable than the market expected, especially if AI Cloud revenue scales into the billions. Stock prices used were the market prices of June … Read more
Palantir stock is one of the most debated names in the market right now. Many investors are closely watching PLTR stock to see how it performs this year. To some investors, it is an expensive software company trading at a valuation that already assumes years of future success. To others, Palantir is becoming something far … Read more
SoFi stock has been one of the more frustrating fintech stories for investors. The company has checked off several boxes that once dominated the bear case. It became profitable. Deposits kept growing. Liquidity concerns eased as SoFi expanded its Loan Platform business and maintained access to capital markets. Yet the stock still hasn’t fully shaken … Read more
Applied Digital (NASDAQ:APLD) sits at the center of one of the biggest AI questions: who captures the value from the infrastructure build-out? Chips get the attention, but power-backed data centers may become one of the most important constraints in the market. That creates a compelling upside story, but also a difficult one. The company has … Read more
Micron (NASDAQ:MU) is caught between two powerful narratives. One says it’s still a cyclical memory stock that could stumble when supply catches up. The other says artificial intelligence is creating a broader, more durable demand base for advanced memory, especially high-bandwidth memory. That tension may decide whether investors see Micron as a commodity business or … Read more
Palantir (NASDAQ:PLTR) carries a premium valuation, but bulls argue the company is building something bigger than traditional software. If its AI platform becomes the default operating system for institutions that cannot afford failure, the long-term upside could be powerful, even though execution risk remains high.
SoFi Technologies (NASDAQ: SOFI) still carries real risks, especially around credit quality, dilution, and the economic cycle. But if execution continues and losses remain manageable, the stock’s dead money phase may not last forever. Stock prices used were the market prices of June 5, 2026. The video was published on June 16, 2026. On the … Read more
The SpaceX IPO could become one of the biggest market events the space industry has ever seen. But investors don’t have to wait for SpaceX to go public to start looking for opportunities in the space economy. Several public companies already offer exposure to the same long-term themes driving investor interest in space stocks, including … Read more
Many investors are still focused on the most visible part of artificial intelligence: chatbots, AI agents, coding assistants, and software tools that make people more productive. However, interest in AI infrastructure stocks is rising as investors recognize how vital the technology that supports these tools has become. That makes sense. These are the products people … Read more
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