We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.
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Rising GPU rental prices and delayed AI rollouts suggest the compute shortage may deepen even as infrastructure stocks sell off.
Galaxy’s Helios data center could be worth more than the company’s current enterprise value, while its crypto business and additional sites offer further upside.
Ryan Zurr argues SpaceX’s data center economics, engineering speed, and diversified businesses could make it a formidable AI competitor.
Alvin Wang Graylin argues an AI market correction could reset reckless investment and create a safer path to the technology’s long-term benefits.
Marvell, Credo, Samsung and Cerebras offer four distinct ways to assess the next phase of AI infrastructure growth.
AI agents may reshape how people use software, but the stronger investment case could lie in security, payments, infrastructure, and compute.
B3 Labs wants to make AI compute ownable, rentable, and capable of generating income when its GPUs would otherwise sit idle.
Micron’s surging revenue and near-87% gross margin met a flat stock as investors weighed high expectations, memory cyclicality, and a difficult macro backdrop.
Frontier AI’s loss of token share could shake the compute trade, but rising demand from AI agents may create the market’s next winners.
A narrow Nasdaq rally, higher capital costs, and mounting questions around AI monetization have some analysts taking profits despite strong compute demand.
AI adoption can keep rising even if frontier labs fall short of the revenue needed to sustain the bottleneck trade.
Richard Socher argues AI’s biggest payoff may come from automating discovery and making intelligence-driven services broadly affordable.
Higher rates are testing debt-heavy neoclouds, but scarce power access and physical infrastructure could give one company an edge.
AI agents may be the catalyst markets are missing, even as oil, rates, energy constraints, and job disruption complicate the bullish case.
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