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An AI Power Play With a November Catalyst

An AI Power Play With a November Catalyst

While everyone panics over the AI selloff, one AI power supplier just went on sale

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The AI Hardware Shakeout: Four Tech Names To Watch After The Selloff

The AI Hardware Shakeout: Four Tech Names To Watch After The Selloff

Rate-hike fears and a wave of downgrades hit AI hardware this week. One software name went the other way.

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A 40% Cash-Margin Security Name the Market Is Only Half Pricing In

A 40% Cash-Margin Security Name the Market Is Only Half Pricing In

This security veteran is up about 50% this year and still trades at half the hot names' multiple.

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Late October To Early December Hands You Four Catalyst Windows Across Overlooked Tech

Late October To Early December Hands You Four Catalyst Windows Across Overlooked Tech

Four overlooked tech names, four dated catalysts, all inside the next eight weeks.

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The Edge Cloud Comeback Story You Never Finished Reading

The Edge Cloud Comeback Story You Never Finished Reading

The edge-cloud name I once told you to avoid just landed a Wall Street upgrade.

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Twilio Joins The S&P 500 As Two Chip Suppliers Hunt For A Floor

Twilio Joins The S&P 500 As Two Chip Suppliers Hunt For A Floor

Twilio's S&P 500 debut, a Cirrus Logic deal, ACM Research's backlog and a Kratos space win.

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AI Made a Data Mess. This SaaS Name Sells the Cleanup

AI Made a Data Mess. This SaaS Name Sells the Cleanup

AI is everywhere. The cleanup job it leaves behind is where the real money sits.

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Last Friday's 8% Pop Is Only One Piece Of This AI Buildout Trade

Last Friday's 8% Pop Is Only One Piece Of This AI Buildout Trade

Semi tools, identity, optical AI. Where the AI buildout trade goes next.

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This Summer IPO Sits 44% Off Its Highs Despite a $1.35B Deal

This Summer IPO Sits 44% Off Its Highs Despite a $1.35B Deal

A beaten-down summer IPO just agreed to a $1.355B deal, and the stock barely moved.

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Late-October Earnings Could Reprice Four Unloved Tech Names

Late-October Earnings Could Reprice Four Unloved Tech Names

The strongest catalyst in tech this fall is a two-week earnings window most are ignoring.

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An Overlooked AI Infrastructure Name Reports Tuesday

An Overlooked AI Infrastructure Name Reports Tuesday

While the usual suspects hog the spotlight, this under-the-radar name posted 47%+ growth last quarter and reports again Tuesday

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The Mega-Cap AI Trade Is Not Where This Earnings Season Gets Won

The Mega-Cap AI Trade Is Not Where This Earnings Season Gets Won

Power chips, optics, a Brazilian broker and a rocket challenger, all with prints coming up.

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