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Workflow automation has been a long-term winner in enterprise software, but AI has introduced a new wave of uncertainty. Inve...
Rambus (RMBS) used to be the company not so fondly referred to as a patent troll. Today, you hear about them in the data cent...
Small cap value is finally waking up We’ve owned Silicon Motion for years, and it’s been a long-suffering cycle... until now...
Stop looking at AI data centers for a second. Patience is a superpower in a market obsessed with hot action. 🧘‍♂️ If you’re...
Memory shortages are back in 2026... or did they ever really leave? 💾📉 We’re seeing widespread shortages and radical price h...
Over the weekend, Micron quietly made a move that could have big implications for the memory market: buying a relatively new ...
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🚀 Rambus: From Patent Trolls to Fabless Powerhouse
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🚀 Rambus: From Patent Trolls to Fabless Powerhouse

🚀 Is Nvidia's Secret Partner in Your Portfolio?
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🚀 Is Nvidia's Secret Partner in Your Portfolio?

Intel’s Multi-Year Turnaround: Why They Can’t Make Enough Chips
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Intel’s Multi-Year Turnaround: Why They Can’t Make Enough Chips

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