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

IREN turns cheap, wasted renewable power into Bitcoin mining, and it’s now using the same energy-heavy sites to build out AI computing services. The big question is whether it can keep scaling without watering down shareholders while staying profitable through Bitcoin’s ups and downs.Read more

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

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

Tesla’s biggest bet isn’t its next car—it’s turning its fleet, software, and factories into an engine for self-driving rides, energy storage, and even humanoid robots. The upside looks huge if autonomy gets approved and scales, but the whole story hinges on safety, regulators, and whether competition and brand noise derail demand.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

Why I Began Following This Company… My interest in Grab begins with the region it calls home. Southeast Asia is entering a transformative decade: young, fast-growing, and increasingly digital.Read more

Circle issues USDC, a digital version of the dollar that people use to move money and trade online, and new U.S. rules could make it easier for Circle to grow while some rivals stay on the sidelines. The catch is that Circle’s earnings can swing with interest rates and its close tie to Coinbase, so the upside comes with real bumps along the way.Read more

This narrative is a clone of the one written on July 7th for Alphabet’s secondary listing, GOOG. Summary Google trades at ~18× forward earnings; the cheapest among the Magnificent 7 Market is too focused on AI threats to Search and antitrust noise Meanwhile, Google is executing across AI, Cloud, and YouTube Key AI differentiator: unmatched distribution across 3B+ users via Search, Gmail, YouTube, Android, Chrome, and Cloud Quietly building a world-class AI infrastructure behind the scenes; including proprietary TPUs and a vertically integrated stack YouTube generated $8.93B in Q1 ad revenue (up 10% YoY); subscriptions hit 270M Google Cloud revenue up 28% YoY to $12.3B; now profitable Optionality from long-term bets like Waymo, DeepMind, and Verily Risk/reward is compelling; a strong candidate to beat the market long term Overview Despite being part of the "Magnificent Seven," Google’s stock lags due to perceived risks around disruption of its Search business from AI competitors and mounting antitrust concerns.Read more