Author Archives: Brandon Kwan

Micron, SanDisk Lead Chip Rally as AI Spenders Stop Winking

Goldman’s AI Payoff Playbook: 20 Stocks, Zero Hype

Sandisk SNDK Rips as Wall Street Piles In

Lumentum Ignites Optics Trade: LITE, COHR, AAOI, POET

TSMC’s AI Sales Pop Hits Semis, Stocks Still Sulk

Copper Isn’t Precious, It’s Worse: Gold, Tariffs, and 2025

DIS, buybacks, and the case for a bruised blue chip

Sandisk and AppLovin Get Slammed After Hours

Block XYZ and the AI Layoff Rally: Cash App, Dorsey, and the Cuts

UPST jumps on AI loan growth, bank dreams

Microsoft MSFT Turns AI Spend Into a Rally

Snowflake, ARKK and the AI trade that won’t sit still

AI Trade Gets Cleared Out, Then Squeezes Back

Bloom Energy BE lights up AI power trade

Seagate’s AI Pop: STX, HAMR, Cloud Cash