Author Archives: Brandon Kwan

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

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