Author Archives: Brandon Kwan

Micron, Baird and the AI trade’s next lap

Nanexa Jumps as Novo Deal Rewires the Tape

BFLY Pops on Buy Call, Hedge Funds Pile In

Micron’s 260% Rally Turns Memory Into a Momentum Trade

Meta’s Muse Sends META Roaring Into AI Trade

Novo Nordisk NVO Tanks on Pipeline Panic

Micron, Intel, ARM Lead Chip Rally

Intel, SK Hynix and the Ohio chip gamble

MU, INTC, LRCX, AMAT: semis still trade like jet fuel

CRWD, PANW, FTNT Lead Cybersecurity’s Wild Day

PANW’s AI Run Hits a Bigger Valuation Wall

Oracle, ORCL, and the Cloud Tape That Won’t Quit

PLTR Pops as PwC Deal Keeps the Tape Hot

CCJ and BWXT Ride the Nuclear Boom

MPC Gets a UBS Raise While Refiners Keep Cashing In