Cerebras bets that the next wave of AI is all about fast, real-time responses, and its giant “wafer-sized” chip aims to sidestep the slowdown that holds back many GPU setups. Big partnerships and a deep order pipeline could fuel rapid growth, but heavy reliance on a few customers and a looming wave of insider selling could make the ride bumpy.Read more

So just for context to any investors happening upon this narrative... What does Telix actually do?Read more

Alphabet’s stock lags because many people worry that new chatbots could change how we search online and because regulators keep circling. But its huge reach across Search, YouTube, Android, and Gmail, plus growing cloud and creator tools, could make it one of the quieter long-term winners—if it executes and avoids a major hit to search.Read more

In a nutshell: Hims & Hers has invested heavily and benefits are starting to show through growth and expansion. Investing continues with steps taken with a clear long term goal on the background, to be a front door for customers, the delivery channel, the platform and ecosystem.Read more

Originally published by the Woodworth Contrarian Fund here: https://www.woodworth.fund/news/swiped-left-by-wall-street-the-bmbl-rebound-trade Bumble looks like another “dead app” stock at first glance—revenue rolling over, consensus price targets drifting down, and big tech funds ghosting it like a bad first date. Under the hood, it is a turnaround in mid‑flight: cutting costs hard, consolidating assets like Fruitz and Geneva, and putting the founder back in charge at a price that bakes in way more heartbreak than the current business performance justifies.​ From busted IPO to rebound candidate When Bumble went public in February of 2021, it was the market’s shiny new match—women‑first, high‑growth, all vibes.Read more

NVIDIA’s newest chips are selling out as big cloud companies race to build more AI computing, and the company is turning that demand into strong profits and cash. The bigger question now is whether rivals, new in‑house chips, or shifting global rules can cool this run—before customers slow their spending.Read more

POET Technologies is not just a component manufacturer; it is the architect of the "optical nervous system" for the AI era. While the market focuses on GPUs (Nvidia), the critical bottleneck has shifted to data transfer speeds and energy efficiency.Read more

Micron is riding a surge in demand from the AI buildout, with a new type of memory becoming a bigger, higher-profit part of its business and reducing its old dependence on consumer gadgets. The catch is that this industry still swings from shortage to glut, and competition and geopolitics could quickly change the outlook.Read more

Palantir is moving beyond its roots in government work as more businesses adopt its software to put AI into day-to-day operations. The big question is whether that momentum can keep up with sky-high expectations—or if even one stumble could send the stock sharply lower.Read more