Is Micron the Smartest Way to Ride the AI Chip Boom?
Micron Technology has been one of the biggest winners of 2025 so far. The stock has rocketed by almost 3x year to date, as investors wake up to the fact that memory chips, once seen as boring, cyclical commodities, are now an indispensable backbone of the AI revolution.
The chipmaker’s DRAM and NAND memory chips are quietly powering the world’s largest data centers,
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Buffett Would Love This Moat, Freeport’s Hidden Growth Engine
In the short run, tariff headlines can turn Mr. Market into a nervous wreck. In the long run, owners do fine by owning scarce, low-cost assets run by rational people. Freeport-McMoRan fits that bill.
U.S. copper prices sold off after Washington excluded refined copper from its new 50% tariffs and instead targeted semi-finished products like wire,
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The Best-Kept Secret in AI Infrastructure? Hint: It’s Not Nvidia
DigitalOcean (NASDAQ: DOCN) just pulled off something few small-cap tech companies have achieved in this market: record revenue, soaring profits, and a guidance hike that caught Wall Street flat-footed. The stock popped by almost a third after Q2 results, and yet, shares remain roughly 12% below where they started the year.
That gap between operational performance and valuation might be the opportunity hiding in plain sight.
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Could Lemonade’s AI Insurance Engine Turn $1 Billion Into $10 Billion
After months of market jitters, earnings season has brought a wave of upbeat results, and stocks tied to improving outlooks are rallying hard.
Many investors who sat on the sidelines during the downturn are now realizing they may have missed some exceptional entry points.
But the best opportunities are about finding businesses with a runway long enough to turn today’s price into tomorrow’s fortune.
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Why Small-Caps Could Crush Big Tech
Markets were rattled earlier this week after a fresh round of tariff threats reignited tensions between the U.S. and China. For a moment, it looked like the trade war narrative of 2018 was making a comeback. But by midweek, cooler heads prevailed, and stocks came roaring back.
The surprise? Small-cap stocks didn’t just recover,
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Read MoreThe Burst
Alphabet’s Comeback Wasn’t Luck, But Classic Mispricing
The speed of Alphabet’s reversal has surprised many investors, but the more interesting story is how such a dominant business ever became that cheap in the first place, and why the momentum it regained isn’t likely to stall heading into 2026.
Key Points
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Alphabet’s rally stemmed from deep mispricing,
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Read MoreThe Ivy
Why Nvidia Still Looks Like The #1 AI Stock
Nvidia didn’t become the centerpiece of the AI revolution by accident. Its advantage goes well beyond having fast chips. The company spent more than a decade positioning itself as the default computing layer for advanced workloads long before AI became a mainstream investment theme.
Naturally, that raises an uncomfortable question: after a run like this,
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Read MoreThe Daily
Stock market today: S&P 500, Nasdaq, Dow waver after surprise GDP growth trims rate-cut bets
US stocks wobbled on Tuesday after fresh data showed surprisingly strong growth in the US economy over the summer, leading investors to trim bets on near-term interest-rate cuts.
The S&P 500 (^GSPC) and tech-heavy Nasdaq Composite (^IXIC) both sat just above the flatline,