Broadcom isn’t just riding the buzz around artificial intelligence—it sells the behind-the-scenes tech that keeps data moving, connected, and secure across modern computing. If the world keeps demanding more computing and networking over the coming years, Broadcom could benefit even if today’s AI leaders change.Read more

Honeywell’s upcoming split leaves behind an automation business tied to the surge in data centers and energy upgrades, but the market may still be treating it like a muddled conglomerate. The big question is whether its long list of contracted work, energy-technology business, and growing software platform can change how investors see it once the breakup happens.Read more

Texas Instruments is spending heavily now to build more of its chips at home, which can make it cheaper to produce, more reliable to supply, and stronger when demand rebounds. It also has steady end markets and could ride the next wave of automation and “real-world” AI, but the near-term slowdown makes the timing and payoff worth watching.Read more

Investment Thesis Palantir is positioning itself as a foundational AI deployment layer for governments and regulated industries. Unlike model providers or infrastructure hyperscalers, Palantir integrates AI into live operational workflows, with security controls, compliance guardrails, and auditability embedded into the platform.Read more

Iron Mountain is a global information management REIT serving organizations worldwide, including a significant presence in healthcare, financial services, government, and other regulated industries. The company provides: Secure physical records storage Digital transformation and information governance Secure shredding and asset lifecycle management Expanding data center colocation services Its customer base operates under strict compliance requirements (HIPAA, financial regulatory standards, government retention rules), creating high switching costs and long contract durations.Read more

Qualcomm is a steady-growth backbone of the AI era - a proven, cash-generating semiconductor leader that’s quietly positioned for a major re-rating. While most attention is on data center chips from NVIDIA or AMD, Qualcomm is building the connective layer that will bring AI to the edge - powering devices, drones, vehicles, and robots that think and communicate in real time.Read more