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Nebius Q1 2026: Upgraded 2030 Valuation Model.
671% ARR Growth, showing incredible execution from Arkady and the Nebius team.
May 14
•
Ray Myers
8
2
Micron: The AI Memory Supercycle!
US memory chip manufacturer experiencing AI-driven, Nvidia-like demand growth for its chips!
May 12
•
Ray Myers
10
3
IREN Q1 2026: Nvidia Partnership Established!
$3.4B AI Cloud customer contract and $2.1B potential investment from Nvidia!
May 8
•
Ray Myers
14
6
Nebius Deep Dive: AWS of AI or a Bubble?
Understanding the AI infrastructure upstart targeting $7-9B ARR in 2026!
Apr 26
•
Ray Myers
23
3
11
Lumentum: Nvidia Moment or Hype?
Fast Growing Manufacturer of Lasers Crucial for the AI Revolution!
Mar 31
•
Ray Myers
15
2
Sivers Semiconductors: Asymmetric Photonics Opportunity or Hype?
$360M Market Cap Swedish Semiconductor Small Cap, in a Multi-Billion Dollar AI Photonics Niche.
Mar 24
•
Ray Myers
21
10
Nebius $27B Meta Deal, $2B Nvidia Investment, and Tavily.
Premier AI Cloud in the Making!
Mar 17
•
Ray Myers
13
4
5
Cipher Digital Investment Thesis!
Undervalued AI Data Center Developer!
Mar 8
•
Ray Myers
16
6
Nebius Detailed 2030 Valuation Model!
Incredible 16 AI Data Center Under Development!
Mar 5
•
Ray Myers
11
6
Zeta is an AI winner, not a SaaS loser!
Review of 2025, Outlook for 2026-28!
Feb 27
•
Ray Myers
9
9
SanDisk Investment Thesis!
Transition from cyclical commodity to high-value AI infrastructure!
Feb 18
13
2
5
Long IREN!
Updated 2030 Valuation Model!
Feb 7
•
Ray Myers
6
7
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