Markets are under extreme pressure. It won’t last forever…make it an opportunity. Here are 2 photonics stocks to buy as markets hit oversold conditions. Every couple of years, traders get extremely fearful…which offers up a rare buy the dip window. That’s the situation today as our Big Money Index (BMI) has reached the oversold zone…. Read more »
The age of robotics is here. Physical AI takes the shape of humanoids, drones, self-driving cars, mechanical arms and so much more. Here are 2 key robotics stocks to own in the age of physical AI. There’s a layered stack to consider with robotics. The finished product, using a humanoid for example, requires lots of… Read more »
The data center boom isn’t slowing. Micron’s earnings proved once again that AI-driven demand is here to stay. Investors need to own best of breed companies in this environment. We’ll unpack the top 2 core AI data center stocks to own in 2027. I believe most investors fundamentally misunderstand what the AI boom is becoming…. Read more »
One of the biggest themes heading into 2027 is fiber optics. And the good news is many stocks are approaching oversold. Let’s unpack 2 elite AI optical stocks to buy for 2027. Many believe the AI race is only about creating faster chips. What could be the bigger bottleneck? Moving that data. Data centers contain… Read more »
Investors are concerned that AI development will slow. We believe the memory and storage bottleneck is much worse than Wall Street realizes. Here are 2 cheap storage and memory stocks to own in 2027. There’s a vicious cycle. Bigger AI models require faster memory…which eats into capacity, further crunching supply: Powerful GPUs require faster HBM… Read more »
Fiber optics is a focal point of the AI trade. And the theme has been decimated…creating bargains. Here are 2 oversold optoelectronics stocks to buy now. Transmitting information electronically is becoming increasingly difficult. It’s power intensive. Rising speeds make copper impractical. Photonics and optoelectronics help solve this bottleneck through light. Computers speak electrons. Fiber speaks… Read more »
NVIDIA’s crowd-stunning earnings highlight the massive AI opportunity ahead. WFE and Advanced Packaging stocks are prime beneficiaries. Today, we’ll cover 2 AI semiconductor stocks to own in 2027 and beyond. The reality is simple. As AI technology accelerates, chips become faster and more advanced. Wafer Fab Equipment (WFE) companies make this all possible. They are… Read more »
The memory and storage ramp isn’t slowing anytime soon. NVIDIA’s blowout earnings reinforce how the AI boom is accelerating. It is imperative that investors own critical infrastructure leaders. Today, we’ll unpack 2 AI memory stocks with huge upside potential. Last night, guidance from NVIDIA shocked everyone. Q3 revenues are slated to reach a staggering $108B… Read more »
Fiber optics stocks plunged. Remarkably, this occurred in the face of incredible earnings reports. Don’t fret. It’s an opportunity. Here are 2 oversold optics stocks to buy after the crash. The optical ecosystem is a powerful theme for AI data center buildouts. Lasers create the light. Fiber is the highway. And photonics controls and manipulates… Read more »
AI won’t stop anytime soon. And that means bad actors are becoming stronger and smarter. Fortunately, you can profit from this booming frontier. There are 2 elite cybersecurity stocks to own in the age of AI. Cyber threats aren’t just limited to hackers in hoodies aiming to steal your passwords. The use of AI allows… Read more »