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Grab Rallied Through the Rout While Datadog Learned the Cost of One Big AI Customer

Grab Rallied Through the Rout While Datadog Learned the Cost of One Big AI Customer

Grab rallied through the chip rout, Datadog lost its biggest AI customer's spend, and Lattice ran.

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The AI Chip IPO Trading Like Its Backlog Doesn't Exist

The AI Chip IPO Trading Like Its Backlog Doesn't Exist

Revenue doubled and the backlog tops $25 billion. The stock fell below its IPO price anyway.

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A Founder's $10 Million Bet and Two Tech Names Worth a Second Look

A Founder's $10 Million Bet and Two Tech Names Worth a Second Look

A founder buys big, a software name raises its outlook, and a chip name hits a 12-month low.

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The Beaten-Down Fiber Play Hyperscalers Won't Stop Buying From

The Beaten-Down Fiber Play Hyperscalers Won't Stop Buying From

A beaten-down telecom near its 52-week low is turning into AI plumbing.

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Optical Chips, a Record Foundry Quarter, and a Health AI Swing

Optical Chips, a Record Foundry Quarter, and a Health AI Swing

An AI optics ramp, a record foundry quarter, a steady software compounder, and one speculative health AI swing.

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The SaaS Underdog Heading Into a Make-or-Break Print

The SaaS Underdog Heading Into a Make-or-Break Print

Left for dead last year, now up 100%+ with a catalyst dropping in 72 hours.

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Anthropic's IPO Filing Just Gave One AI Cloud a New Benchmark

Anthropic's IPO Filing Just Gave One AI Cloud a New Benchmark

An AI cloud lifted by Anthropic's IPO filing, a solar reset, and a fuel cell whipsaw.

TSI AnalysisTSI Analysis
The Delivery Giant Whose Customers Came Back Before Its Stock Did

The Delivery Giant Whose Customers Came Back Before Its Stock Did

Customers came back after a record data breach fine. The stock didn't. Earnings land November 3.

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An Early November Earnings Print Could Reset The Smartphone Chip Trade

An Early November Earnings Print Could Reset The Smartphone Chip Trade

One guide in early November tells you if the handset cycle is actually turning.

TSI AnalysisTSI Analysis
The Software Company Collecting Broadcom's Unhappy Customers

The Software Company Collecting Broadcom's Unhappy Customers

Broadcom's VMware price hikes pushed thousands of companies to look for an exit. One got the call.

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This Week's Market Set Up Four Earnings Prints You Can Actually Trade

This Week's Market Set Up Four Earnings Prints You Can Actually Trade

HR software, AI servers, RFID chips, and software supply chain all report within two weeks.

TSI AnalysisTSI Analysis
The AI Workspace Rebuild Trading at a Cash-Flow Discount

The AI Workspace Rebuild Trading at a Cash-Flow Discount

Rare breed of software comeback: paying users growing again, a shrinking share count, and no "just trust us" speech.

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