The trade of the year is under pressure. Storage and memory stocks are in a bear market. This represents a phenomenal opportunity. Here are 2 oversold memory stocks to buy now after the crash. Over the short run, equity prices reflect supply and demand. Over the long run, prices reflect the earnings power of a… Read more »
The AI trade is under pressure. Many leading stocks have slipped 25%+ in a matter of days. We see a silver lining. 3 AI stocks are screaming buys during the crash. We’ve witnessed a breathtaking rally the past year. Themes including memory, photonics, and advanced semiconductors have rightfully zoomed as demand from AI data centers… Read more »
If you missed the memory and storage boom, I’ve got good news. Another bottleneck is presenting itself in silicon photonics. Here are the top 3 silicon photonics stocks to own in 2026 and beyond. If you want an edge in the AI trade, pay attention to what top CEOs say. NVIDIA’s Jensen Huang said it… Read more »
The quantum race is moving at breakneck speed. Just this week, President Trump signed an executive order for a powerful quantum computer by 2028. The stakes are massive. Here are 3 top quantum computing stocks to own in 2026. Humanity is racing towards one of the most important technological breakthroughs of our lifetime using a… Read more »
The trade of the year hasn’t slowed. We are updating our call to own top tier chip names. Here are 3 AI storage stocks critical to the data center buildout. We’ve been on record about the huge opportunity in the chip space. Back in October, we showcased how a flood of capital was chasing memory… Read more »
The AI datacenter buildout begins with energy. It’s the foundation of the AI trade. Here are the top 3 AI power stocks to own in 2026. Most people think of AI as a software-based product. But behind the scenes there’s a big problem. Every time you type a prompt into your favorite LLM like ChatGPT,… Read more »
All software isn’t doomed. In fact, money is finally chasing the theme again. Here are 3 AI software stocks to own in the agentic era. It’s hard to believe that enterprise SaaS stocks are gaining ground. Just 4 short months ago, the overarching narrative was that AI would destroy all software companies. We took the… Read more »
Markets are driven by themes. The latest AI-led revolution is unfolding in quantum computing… converging with photonics. Here are the best quantum photonics stocks to buy now in 2026. The big news last week was that the U.S. government is investing over $2 billion in the quantum computing sector. This equates to small equity stakes… Read more »
The AI data center buildout remains intact. This is a multi-year opportunity. Here are the top 3 AI infrastructure stocks to own in 2026. Here’s the truth. Stocks have decoupled from traditional sector allocations. Over the past year plus, thematic capital deployment has taken over. The AI trade is vast, covering 5 layers: Here’s an… Read more »
The datacenter buildout is driving the economy. A handful of companies are critical to the AI infrastructure theme. Here are the top 3 AI datacenter stocks to buy now in 2026. If you want to outperform, own companies gushing earnings. Recently, we highlighted how AI infrastructure profits are doubling the S&P 500. Companies levered to… Read more »