Blinded by the LYTE Newer generations of large language models have gotten more efficient, but also more intensive with... Read More →
On Neocloud Nine Due to increasingly power intensive generative AI workloads, the world is short on compute. Yet... Read More →
Everybody's Buying AI. Now What? According to Ramp AI Index data, the share of U.S. businesses with paid subscriptions to AI models,... Read More →
Don't Fear the Memory Rally The three biggest memory producers in the world, Samsung Electronics (005930 KS), SK hynix (000660... Read More →
Houston, We Have Liftoff In 1957, there were three orbital launch attempts. In 2025, there were 329, a 25% increase over... Read More →
The Stocks AI Can’t Disrupt: Meet LOHA As secular adoption of AI has matured, innovation and disruption have accelerated, challenging... Read More →
Semi Exposure Isn’t Memory Exposure. Meet DRAM. The tailwinds for memory stocks are compelling, but how can you best access the theme? The global... Read More →
The Obesity Drug Boom The weight loss drug industry is burgeoning with innovation and the Roundhill GLP-1 & Weight Loss... Read More →
HALO Stocks: Heavy Assets Low Obsolescence AI is forcing a re-think of what a moat actually is. If a model can do in minutes what used to take... Read More →