Micron Technology Inc. (NASDAQ:MU) is one of the cheap stocks to buy for the next 10 years. On May 12, Micron announced the sampling of its 256GB DDR5 RDIMM server modules, built on the company’s advanced 1-gamma DRAM technology. These modules achieve speeds up to 9,200 MT/s, representing a 40% performance increase over current high-volume […]
Micron Technology Inc. (NASDAQ:MU) is one of the cheap stocks to buy for the next 10 years. On May 12, Micron announced the sampling of its 256GB DDR5 RDIMM server modules, built on the company’s advanced 1-gamma DRAM technology. These modules achieve speeds up to 9,200 MT/s, representing a 40% performance increase over current high-volume […]
For years, investors have been told the Federal Reserve was draining liquidity from the financial system. Higher interest rates, quantitative tightening, and tough inflation talk all pointed toward tighter money. Yet beneath the surface, something very different has been happening. U.S. money supply is climbing again — and it just reached $22.7 trillion, according to ... Is the Federal Reserve Qui...
For years, investors have been told the Federal Reserve was draining liquidity from the financial system. Higher interest rates, quantitative tightening, and tough inflation talk all pointed toward tighter money. Yet beneath the surface, something very different has been happening. U.S. money supply is climbing again — and it just reached $22.7 trillion, according to ... Is the Federal Reserve Quietly Fueling a Bubble? U.S. Money Supply Just Hit $22.7 Trillion
patboon/iStock via Getty Images Investment thesis Note: This is an update to my previous article . Tecogen ( TGEN ) initially looked like a very compelling case since its natural gas chillers were well positioned to benefit from the AI infrastructure demand. However, more than a year later, the first sales related to data centers have not yet arrived. While management continues discussing "imminen...
patboon/iStock via Getty Images Investment thesis Note: This is an update to my previous article . Tecogen ( TGEN ) initially looked like a very compelling case since its natural gas chillers were well positioned to benefit from the AI infrastructure demand. However, more than a year later, the first sales related to data centers have not yet arrived. While management continues discussing "imminent purchase orders", the financial results show declining revenue, rising operating expenses and cash burn. The long-term opportunity may still exist, but at this point I believe it makes more sense to wait for clearer evidence before assigning a Buy rating again, since the opportunity cost is relevant and in the meantime the company continues to dilute shareholders. Where is the money? It's been almost a year since I first covered Tecogen, a company I once described as a "Huge Opportunity in Data Center." However, I think the story hasn't unfolded as I envisioned. Tecogen recently shared its earnings for the first quarter of 2026 . If we briefly recall, this was the central argument for Tecogen in my initial article: Tecogen designs cogeneration systems and chillers. Tecogen chillers use natural gas. Natural gas is cheaper than electricity and frees up electrical capacity for computing and IT needs. Tecogen announced a partnership with Vertiv (validation of the product). Honestly, a pretty compelling case. The problem is that, so far, no chillers have been sold to data centers, either directly or through the collaboration with Vertiv. That explains this quarter's earnings, with sales decreasing and increasing costs. Q1 2026 results Q1 2025 Q1 2026 Change Sales $7.28M $6.34M -12.9% Gross margin 44.3% 40.9% -3.4% Operating margin -8.2% -33.7% -25.5% Click to enlarge Author's compilation That said, management continues to describe progress around the data center opportunity. During the earnings call, the company mentioned more than $8 million in projects that have either been ...
Cisco (NASDAQ: CSCO), one of the older big tech companies in America, said in its earnings announcement that it would cut 4,000 jobs as it moves its businesses toward AI. Cisco calls itself “The critical infrastructure for the AI era.” That is a way to drive a stock up without really saying much. Cisco’s results ... AI Causes Another 4,000 Layoffs
Cisco (NASDAQ: CSCO), one of the older big tech companies in America, said in its earnings announcement that it would cut 4,000 jobs as it moves its businesses toward AI. Cisco calls itself “The critical infrastructure for the AI era.” That is a way to drive a stock up without really saying much. Cisco’s results ... AI Causes Another 4,000 Layoffs
A trial that may shape the future of OpenAI enters its final stages on Thursday, as lawyers for Elon Musk try to convince a jury to hold the ChatGPT maker's leaders responsible for transforming the nonprofit into a vehicle to enrich themselves. Closing arguments are scheduled in the Oakland, California, federal court in Musk's lawsuit against OpenAI and its CEO, Sam Altman. Musk is suing OpenAI ...
A trial that may shape the future of OpenAI enters its final stages on Thursday, as lawyers for Elon Musk try to convince a jury to hold the ChatGPT maker's leaders responsible for transforming the nonprofit into a vehicle to enrich themselves. Closing arguments are scheduled in the Oakland, California, federal court in Musk's lawsuit against OpenAI and its CEO, Sam Altman. Musk is suing OpenAI and Altman for breach of charitable trust and unjust enrichment, accusing them of "stealing a charity" by straying from OpenAI's founding mission to build safe AI that would benefit humanity.
Every seasoned investor knows that market shocks are inevitable, but few are prepared for the specific depth of the hit. Historically, across 15 major crises, Lowe's (NYSE: LOW) absorbs an average drawdown of 18% compared to the S&P 500’s average decline of 16%. While the stock often tracks the broader market, certain economic fractures trigger a much steeper trapdoor effect that catches retail in...
Every seasoned investor knows that market shocks are inevitable, but few are prepared for the specific depth of the hit. Historically, across 15 major crises, Lowe's (NYSE: LOW) absorbs an average drawdown of 18% compared to the S&P 500’s average decline of 16%. While the stock often tracks the broader market, certain economic fractures trigger a much steeper trapdoor effect that catches retail investors off guard.