Author Archives: Brandon Kwan

AMD, Intel, Nvidia: AI Trade Wobbles

SNOW, CoCo and the stock market’s AI fever dream

Broadcom AVGO Slides on Guidance, Wall Street Blinks

Dell, AI Servers, and the Price-Target Stampede

GPRO Jumps on Markiplier Stake, Sale Buzz

Microsoft, Moonshot AI, and the AI Pricing Trade

MRVL Slumps on Google Deal Hangover, Wall Street Shrugs

Nvidia’s Blowout Keeps Tech Hot: NVDA, GS, C, More

SAP, UBS and the AI slowdown trade

Visa and Mastercard Just Broke Records

Nvidia, Warsh and the Week Markets Can’t Ignore

Big Tech Still Owns Hedge Funds as Tilts Spread

Alibaba BABA Slides as Pentagon, AI Spend Hit

CBRS, GPUs, and the AI chip shrug

Micron, SanDisk Lead Chip Rally as AI Spenders Stop Winking