Businesses are being swept into a data-driven frenzy, demanding colossal quantities of information and breakneck processing speeds. In this escalating arms race for intelligent systems, tools like data warehouses, lakehouses, and edge computing frameworks are no longer optional; they are critical infrastructure. Companies like $Snowflake (SNOW.US)$ , Databricks, $Palantir (PLTR.US)$ , $MongoDB (MDB.US)$ & $Cloudflare (NET.US)$ are...

They have the potential to be the most important, dangerous, and unpredictable invention of our lifetime. And they already exist today. Here’s why they could change everything:
$D-Wave Quantum (QBTS.US)$ $IonQ Inc (IONQ.US)$ $Rigetti Computing (RGTI.US)$ $Quantum Computing (QUBT.US)$
Modern computers are defined by bits. Bits are the smallest unit of data that a computer can process and store. They are binary and can only exist in one of two states. Typically rep...

$Advanced Micro Devices (AMD.US)$ finds itself at a pivotal juncture, balancing between strong progress and the relentless shadow of $NVIDIA (NVDA.US)$ , a behemoth that has firmly entrenched itself as the ruler of AI and data center ecosystems. AMD isn’t struggling to perform -- it’s simply navigating a market where NVIDIA’s dominance feels almost insurmountable.
NVIDIA’s GPUs don’t just train AI models -- they pivot effortlessly into inferencin...

The semiconductor market’s spotlight has been on giants like $NVIDIA (NVDA.US)$ , $Broadcom (AVGO.US)$ , $Taiwan Semiconductor (TSM.US)$ , $Advanced Micro Devices (AMD.US)$ & $ASML Holding (ASML.US)$ , overshadowing small-cap players.
After years of quiet innovation, I believe 2025 will be their breakout year -- here are my top 3 small-cap semiconductor picks
$Aehr Test Systems (AEHR.US)$ has carved out a niche so precise that it almost defies replicati...

Still regretting missing NVIDIA's 10x rally? This time, you might not have to. The second wave of AI is emerging, and it's no longer limited to hardware. Instead, it's penetrating enterprise-level applications. For investors, this presents a rare new window of opportunity. $NVIDIA (NVDA.US)$
Looking Back to Look Forward: The Pattern of AI Development
If history is any guide, from the electricity revolution a centu...

US stock indices are mostly in the green last week, with the Dow Jones leading the way. Asian markets are up too, but Europe? Not so much. On a monthly basis, the US is still crushing it compared to other regions. $Dow Jones Industrial Average (.DJI.US)$ $S&P 500 Index (.SPX.US)$
One standout is the Russell 2000, which jumped 10% in November. That's its best month since July 2024, when it also popped 10%. $iShares Russell 2000 ETF (IWM.US)$
Mak...