Author Archives: Brandon Kwan

SMH, SOX, NVDA: Chips Crack as Bears Press

Microsoft, Meta, Nvidia: 3 AI Stocks Still Cheap

Apple, Meta, Microsoft, and the Volatility Circus

Micron, MU, and the memory trade refuses to sit down

SMCI Soars on Margin Surprise: AI Stocks to Watch

Silicon photonics stock pileup: MRVL, AVGO, CRDO, GFS, COHR

TSLA, BofA, and the Robotaxi Stakes

MU, HBM, and the stock that owns the tape

AMZN Bond Blast Keeps Amazon in Market’s Crosshairs

Arm, Marvell Sink as Chip Rally Gets Smacked

TSMC and ASML Face the AI Chill

TSM, NVDA, AMD, AVGO, ASML lead chip frenzy on TSMC pop

SK Hynix ADR wave hits MU, NVDA, AMD, Samsung

AMD, AVGO, META lead AI heat; NVDA, AAPL join rally

Chip stocks today: AVGO INTC AMD MU NVDA after Apple deal