My Thoughts on Current Events
5 hours ago 1 minute read 0 comments Perfectionist25
An industry that remained in the background for years is now at the center of the entire artificial intelligence race. Memory chips were long considered a cyclical and dim corner of the stock market. But artificial intelligence changed this picture,...
8 Jul 2026 1 minute read 0 comments Perfectionist25
Before I start my lines, I would like to start with a quote from Jesse Livermore, one of the greatest traders in history:“Only trade when the market is clearly bullish or bearish.”— Jesse Livermore, Memoirs of a Stock Speculator We are all social bei...
7 Jul 2026 3 minute read 1 comment Perfectionist25
T1 Energy is a US-based clean energy company focused on the production of domestic solar panel and battery technologies. T1 Energy specializes in producing next-generation, high-efficiency solar panel cells and modules, known as TOPCon, which experie...
6 Jul 2026 2 minute read 0 comments Perfectionist25
The strategic agreement announced between $MU and Anthropic consists of four main components: 1. Memory and Storage AI Architecture Design Collaboration The two companies will work together to optimize Micron's HBM, DRAM and SSD products for the trai...
4 Jul 2026 4 minute read 0 comments Perfectionist25
$LITE | Lumentum has become one of the most compelling stories in the second-tier AI infrastructure race in semiconductors; the first being GPU, CPU, and memory. Everything I'm writing now is based on my personal readings and inferences. Therefore, y...
3 Jul 2026 2 minute read 0 comments Perfectionist25
The most recent list of stocks with "Strong Buy" and "Buy" signals from top analysts, whose annual returns have shaken the market, and their critical justifications in the data centers, AI infrastructure, and renewable energy sectors, have been revea...
2 Jul 2026 2 minute read 0 comments Perfectionist25
Modine Manufacturing (NYSE: MOD), founded in 1916, is a US-based thermal management technology company. Initially known for its automotive radiators, it has radically transformed its business model in recent years, focusing on data center cooling, HV...
1 Jul 2026 1 minute read 0 comments Perfectionist25
Many still don't adequately price the growing demand for NAND. When AI is discussed, everyone generally focuses on GPUs. But behind the scenes, a perhaps quieter but far more permanent transformation is happening on the storage side, especially NAND....
30 Jun 2026 3 minute read 0 comments Perfectionist25
A New Era in the Chip Wars: Sovereign Silicon and Intel's Unexpected Resurgence Twelve months ago, the tech world was watching the death throes of a giant that invented the modern microprocessor. Intel, whose stock price plummeted to $19 in December...
29 Jun 2026 2 minute read 0 comments Perfectionist25
The portfolio I've chosen is a highly professional selection that seamlessly manages the transition between "speed-to-power solutions," "infrastructure modernization," and "future baseload technologies," as mentioned in the analysis. The companies' s...
