-
I agree with our friends at Morgan Stanley. Expecting AI-related earnings growth of 35% to 40% in 2027 driven by agentic AI as a structural investment theme. Not expecting AI infrastructure build-out to slow down anytime soon. This will continue to support memory and hard drive providers such as Micron and Sandisk but investors need…
-
AI infrastructure stocks particularly in memory, photonics, and data centers took a big hit last week. Spooking investors who are thinking “is this the end?” Not even close. I see it as a classic “too much good news, too fast” after massive year-to-date gains in the sector. For example, sector leaders such as Micron Technology…
-
Wow! Access to Fable 5 and Mythos 5 for all customers outside of the U.S. suspended without notice. The US government, citing national security authorities, has issued an export control directive to suspend all access to Anthropic Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign…