7 posts
Neocloud trio NBIS, CRWV, and IREN are all up +70% to +642% over the past year. Per-share price is misleading — market cap divided by sales (P/S) is what tells you cheap vs expensive. Allocation guide: NBIS 45 / CRWV 35 / IREN 20.
Intel (INTC) +97% and AMD +28% after earnings. A beginner-friendly walkthrough of the two semis rivals, the 'AI inference needs CPU too' narrative, and which one (if any) you should buy.
Samsung, SK Hynix, Micron, and SanDisk all surged 420% to 4,109% in a year. Per-share price is misleading; market cap divided by revenue (P/S) shows who's really cheap. SK 40 / Samsung 30 / SanDisk 20 / Micron 10 explained in plain English.
Cloudflare (NET) was crushing it, then suddenly announced it would lay off 1 in 5 employees (1,100 people), and crashed -24%. Is it really doomed? What does the company actually do? A beginner-friendly walkthrough.
Datadog (DDOG) beat revenue by +32%, jumped its FY26 guide from 19% to 26%, and even non-AI customers re-accelerated to +25%, driving a cumulative +39% surge. We explain what the company does, why it surged, and whether you should buy now in plain English.
Put $1,000 into DigitalOcean (DOCN) last May and you'd have $5,130 today. AI revenue +221%, FY27 guidance jumped to 50%+, and the stock is up +413% in a year. Here's a beginner-friendly breakdown of what's behind the 5x and whether you can still buy in.
₩1M put in last May would now be ₩33M. SanDisk (SNDK), the USB-stick maker, jumped +3,685% one year after its spin-off. AI giants pre-booked $42B of memory for five years and margins hit a record 78%. Here's what's happening, in beginner-friendly terms.