Noah Zelvis

The Chip Stock Finding Green at the End of the Ethernet

A connectivity chipmaker is catching a lucky bounce from data centers, IoT, and smarter networks.

Cars Need Brains, Factories Need Nerves, And This Chipmaker Sells Both

AI Is Making More Files, And This Stock Sells the Storage Space

The storage cycle is getting a second act from AI, but this is still a hardware name where timing, pricing, and supply can swing fast.

This Software Stock Is Quietly Eating the Restaurant Industry One Order at a Time

One restaurant tech platform keeps stacking software and payments revenue as dining goes digital.

AI Wants More Power, So This Manufacturer Brought The Extension Cord

A contract manufacturing winner is climbing the data center stack, but a big cash deal just put payback and integration under a microscope.

The App Whisperer That Knows Something’s Broken Before Your Boss Does

One cloud watchdog spots outages early, and this is a good time to take a look at it.

Factories Are Coming Home, And This Stock Already Knows Where The Switches Are

This Boring Industrial Has A Talent For Getting Richer, And It’s Not Done Yet

AI Left the Data Center, and This Chip Followed It Home

AI Data Centers Are Getting Hot, And This Stock Just Bought The Fire Extinguisher