AI

Lumentum: Nvidia Moment or Hype?

Fast Growing Manufacturer of Lasers Crucial for the AI Revolution!

Mar 31 • Ray Myers

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

Nebius $27B Meta Deal, $2B Nvidia Investment, and Tavily.

Premier AI Cloud in the Making!

Mar 17 • Ray Myers

Cipher Digital Investment Thesis!

Undervalued AI Data Center Developer!

Mar 8 • Ray Myers

Nebius Detailed 2030 Valuation Model!

Incredible 16 AI Data Center Under Development!

Mar 5 • Ray Myers

Zeta is an AI winner, not a SaaS loser!

Review of 2025, Outlook for 2026-28!

Feb 27 • Ray Myers

SanDisk Investment Thesis!

Transition from cyclical commodity to high-value AI infrastructure!

Feb 18

Updated 2030 Valuation Model!

Feb 7 • Ray Myers

Here is why IREN is down 50%.

Q4 2025 Review!

Feb 6 • Ray Myers

UiPath Investment Thesis!

From SaaS to Agentic AI!

Jan 20 • Ray Myers

10 AI Stocks for 2026!

The year AI applications begin its rise.

Dec 18, 2025 • Ray Myers

Pagaya Investment Case!

Dec 9, 2025 • Ray Myers

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