Market Gap Narrows and It’s Time to Put Cash to Work
The AI complex is getting hit on earnings while small caps, biotech, retail and defensive pharma hold up. Here’s what I’m buying.
I’m Bottom Fishing This Data Center Play the Right Way
SpaceX has confirmed the strong need for data centers with power supplies.
AI Data Center Stocks Could Bounce Hard. Here’s What Would Make It Last.
Three things are needed to bring beaten-up AI data center stocks back — and one developer is closest to breaking through.
AI Needs More Data Centers. So Why Are Their Stocks Getting Crushed?
When a stock keeps falling on good news, the market’s trying to tell you something.
AI Needs Somewhere to Plug In: 7 Stocks That Have the Power
OpenAI, Anthropic and others are searching for power-ready data center sites, creating opportunities for companies helping AI overcome its biggest infrastructure constraint.
Wall Street Fears an AI Slowdown. I’m Not Buying It.
It’s a considerable leap from slowing AI development to assuming the industry will need less computing power.
Data Centers Are Winning Customers While Losing Voters
The AI and data center trade could be impacted by growing political discourse.
Investors Are Nervous. I’m Getting Interested.
Dislocations driven by market conditions rather than fundamentals are creating my shopping list.
Broken Charts, Bullish Analysts: How I’m Trading Data Center Stocks
The big data center names have strong revenue growth and demand that will last years, but is it time to buy?