AI

Nebius Q2 2026: Arkady Delivers Again!

Nebius continues to execute flawlessly across the board.

Aug 13 • Ray Myers

Teradyne: Photonics, Memory, AI, and Physical AI Tailwinds!

Aug 12 • Ray Myers

ServiceNow Deep Dive: Too Cheap to Ignore?

The stock is down 57%, due the AI disruption narrative, however, the company is positioning itself to be an AI winner.

Jul 28 • Ray Myers

One Stop Systems: Enabling Military and Physical AI!

Stock is up 146% YTD as investors seek Physical AI companies.

Jun 30 • Ray Myers

AI Bubble or the Next Nvidia? | Micron Deep Dive

Video Stock Deep Dive.

Jun 29 • Ray Myers

Broadcom Deep Dive: The Custom AI Chip Leader!

A very high quality business that is trading for a fair price.

Jun 17 • Ray Myers

Meta: Most Undervalued Mag7!

Investors are worried that Meta might be over investing in AI, while ignoring the Opportunity.

May 28 • Ray Myers

SpaceX Deep Dive: $2T IPO of the Century!

The long awaited SpaceX IPO is here!

May 25 • Ray Myers

IREN Deep Dive: The Next AI Hyperscaler?

Transitioning from Bitcoin Mining towards Global AI Cloud.

May 19 • Ray Myers

Nebius Q1 2026: Upgraded 2030 Valuation Model.

671% ARR Growth, showing incredible execution from Arkady and the Nebius team.

May 14 • Ray Myers

Micron: The AI Memory Supercycle!

US memory chip manufacturer experiencing AI-driven, Nvidia-like demand growth for its chips!

May 12 • Ray Myers

IREN Q1 2026: Nvidia Partnership Established!

$3.4B AI Cloud customer contract and $2.1B potential investment from Nvidia!

May 8 • Ray Myers

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