$58 IREN Is Pricier Than $208 NBIS — Here's Why
NBIS, CRWV and IREN are up 70% to 642% in a year. Share price misleads; market cap over sales tells you cheap from expensive. Plus an allocation guide.
#AI Stocks
7 posts
Is $130 Intel Really Cheaper Than $455 AMD?
Intel rose 97% and AMD 28% after earnings. A plain-English look at the two rivals, the 'AI inference needs CPUs too' story, and which one to buy.
SanDisk Looks 'Expensive' at $1,588 (But Isn't?)
The four memory makers rose 420% to 4,109% in a year. Share price misleads; market cap over revenue shows who is actually cheap, in plain English.
Cloudflare Just Fired 1 in 5 Employees, Is It Doomed?
Cloudflare (NET) was thriving, then cut 1 in 5 employees and crashed 24%. What the company actually does, and whether it is really in trouble.
Datadog +39%: The Quarter That Killed AI-Dependence Doubts
Datadog beat revenue by 32%, lifted FY26 guidance from 19% to 26%, and re-accelerated non-AI customers. What it does, and whether to buy now.
$1,000 Became $5,130: DigitalOcean's Wild 1-Year Run
A $1,000 stake in DigitalOcean last May is worth $5,130 today. AI revenue up 221%, FY27 guidance above 50%. What drove the 5x, and can you still buy?
₩1M Became ₩33M, SanDisk's Wild One-Year Run
₩1M invested last May would be ₩33M now. The USB-stick maker rose 3,685% after its spin-off as AI giants pre-booked $42B of memory. What happened.