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One Stop Systems: Enabling Military and Physical AI!
Stock is up 146% YTD as investors seek Physical AI companies.
14 hrs ago
•
Ray Myers
5
1
AI Bubble or the Next Nvidia? | Micron Deep Dive
Video Stock Deep Dive.
Jun 29
•
Ray Myers
2
1
Broadcom Deep Dive: The Custom AI Chip Leader!
A very high quality business that is trading for a fair price.
Jun 17
•
Ray Myers
11
4
Meta: Most Undervalued Mag7!
Investors are worried that Meta might be over investing in AI, while ignoring the Opportunity.
May 28
•
Ray Myers
11
7
SpaceX Deep Dive: $2T IPO of the Century!
The long awaited SpaceX IPO is here!
May 25
•
Ray Myers
11
3
IREN Deep Dive: The Next AI Hyperscaler?
Transitioning from Bitcoin Mining towards Global AI Cloud.
May 19
•
Ray Myers
10
3
Nebius Q1 2026: Upgraded 2030 Valuation Model.
671% ARR Growth, showing incredible execution from Arkady and the Nebius team.
May 14
•
Ray Myers
11
4
Micron: The AI Memory Supercycle!
US memory chip manufacturer experiencing AI-driven, Nvidia-like demand growth for its chips!
May 12
•
Ray Myers
12
12
IREN Q1 2026: Nvidia Partnership Established!
$3.4B AI Cloud customer contract and $2.1B potential investment from Nvidia!
May 8
•
Ray Myers
15
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
25
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
23
11
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