Newsletter

Jun 2026

AI Stocks Semiconductor stocks Tech Stocks Technology US stocks

The Debt Tsunami That Could Signal the End of the AI Boom

The Most Expensive Group Project in History Are we currently witnessing the beginning of the end of the AI boom? Let's start with a number so large it loses all…

ByMarc Kennis

Jun 2026

AI Stocks

Micron (NASDAQ:MU) Signs Anthropic Deal as AI Memory Sells Out: Buy Before Earnings?

KEY POINTS Micron (NASDAQ: MU) has signed a memory supply deal with Anthropic (the maker of Claude) and invested in its funding round, and the shares have pushed on…

ByUjjwal Maheshwari

Jun 2026

Technology US stocks

Why Micron Stock Is Surging: Sold-Out AI Memory and a $1,750 Price Target War

Micron (NASDAQ:MU) jumped about 11% on Monday to close near US$1,089, a record high. The stock is now up more than 700% over the past year and is worth more…

ByUjjwal Maheshwari

Jun 2026

AI Stocks

Micron (NASDAQ: MU) Hits US$1 Trillion: Are AI Chip Stocks in a Bubble or Just Getting Started?

Micron Hits US$1 Trillion: AI Chip Bubble or Boom? Micron Technology (NASDAQ: MU) has done something almost no one imagined a year ago: it crossed US$1 trillion in market value…

ByUjjwal Maheshwari

Jun 2026

AI Stocks

Nvidia, Broadcom and Micron Shares on the Move: What COMPUTEX 2026 Means for AI Chip Stocks

AI chip stocks are back in the spotlight this week, and for good reason. COMPUTEX 2026, one of the world's biggest technology shows, is underway in Taipei, with Nvidia (NASDAQ:…

ByUjjwal Maheshwari

May 2026

AI Stocks Semiconductor stocks Tech Stocks Technology

Which Semiconductor Stocks Survive the Cycle, and Which Ones Get Crushed

Why the cycle persists, decade after decade. The industry has been cyclical since it began in the 1950s, and that pattern has not gone away. Based on Morris Moore’s analysis, the…

ByCharlie Youlden

Apr 2026

Semiconductor stocks Tech Stocks

Micron Technology (NDQ:MU): The Chipmaker Carrying the S&P 500 on Its Back

Micron Technology sits at the centre of the AI‑driven memory supercycle, producing earnings so outsized that they are distorting aggregate S&P 500 beat statistics. Its HBM franchise is sold out…