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TechStocks2023

  • Micron Isn’t a Cyclical Bet Anymore — It’s an AI Gatekeeper

    Micron Isn’t a Cyclical Bet Anymore — It’s an AI Gatekeeper

    Micron Stock Is No Longer a Trade. It’s an AI Toll Booth. Remember when Micron (MU) was just another cyclical memory stock you bought at the bottom and dumped when prices rolled over? That version of the story is dead. At ~$461 a share and coming off a monster Q1 FY2026 — $13.6B in revenue,…

  • Buy the AI Backbone, Not the Patent Countdown

    Buy the AI Backbone, Not the Patent Countdown

    Jim Cramer loves a comeback story. He loves an AI rocket ship even more. But loving a story and buying a stock are two different things. So let’s cut through the noise. Are Marvell’s AI tailwinds and Bausch Health’s turnaround strong enough to justify fresh entries right now? One is close to a yes. The…