AI Stocks Semiconductor stocks Tech Stocks Technology

SanDisk (NASDAQ:SNDK) The Sell Case Behind a 3,300% AI Memory Rally

Why we think Sandisk is a downgrade rating to a sell What if SanDisk is closer to the semiconductor peak cycle than the market currently thinks?That is the key…

ByCharlie Youlden

20

3 days ago

Financials Growth Stocks Tech Stocks Technology

Powerhouse (ASX:PVL) Why the Re-Rate May Only Be Getting Started

The NTA Story Is Becoming a Fee Growth Story Since our last coverage, Powerhouse shares have risen 21% to 14 cents.Our view was that the company was ripe for a…

ByCharlie Youlden

18

5 days ago

AI Stocks

Cerebras systems (NSDQ:CBRS) Dont buy this IPO just yet

AI chip hype, OpenAI backlog risk and IPO supply pressure collide When Cerebras systems went public last week, we noted that it was one of the largest tech IPOs in…

ByCharlie Youlden

12

May 2026

AI Stocks Blue Chip Stocks Tech Stocks

Life360 (ASX:360): Ad Revenue Jumped 329%, So Why Did the Stock Fall?

Life360 delivered record revenue as advertising surged 329%, but investors are watching whether Nativo costs can translate into stronger operating leverage.

ByCharlie Youlden

06

May 2026

Tech Stocks Growth Stocks Small Caps Stocks Technology

Powerhouse Ventures (ASX:PVL) An Overlooked Deep Tech Platform Ripe for a Rerate

A hidden deep tech portfolio with a free option on growth Powerhouse Ventures (ASX:PVL) is an A$18.6 million deep tech portfolio that most investors have not noticed yet.PVL is now…

ByCharlie Youlden

05

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