NVDA (US)

We do not think it’s an “accident” that most electronics manufacturing services (EMS) stocks we follow are trading right around 52-week highs even in the face of what our checks suggest is heightened levels of…

We think last week’s sharp decline in the shares of Micron (MU; $357.22; O/P) and SanDisk (SNDK; $615.83; O/P), down 16% and 13% respectively, proves a buying opportunity in coming weeks. SanDisk is also down…

We think news this week out of NVIDIA’s (NVDA; $181.93; NR) GTC 2026 conference may finally put to rest the idea that the well-established rideshare networks of Lyft (LYFT; $14.04; O/P) and Uber Technologies (UBER;…