I remain bullish on Advanced Micro Devices, Inc., reiterating my Buy rating due to significant upside potential, especially as the AI inference cycle accelerates in 2025. Q2 was a transitional quarter ...

I am upgrading Micron Technology to Strong Buy, driven by explosive AI-fueled demand for advanced memory chips. MU's HBM3E and HBM4 products are fully contracted for 2026, securing pricing power and ...