Memory Prices Are Tripling. Memory Stocks Are Falling.
DRAM pricing delivered one of the most extreme quarters on record, yet memory shares are trading near the top of…
Author: Cassian Vance
Cassian Vance brings a sharp, forward-looking perspective to the rapidly evolving technology and AI sectors. Before joining EquitiesOrbis, Cassian spent nearly a decade in Silicon Valley, initially as a systems architect before transitioning into venture capital. This dual background allows him to evaluate tech equities not just through financial metrics, but by dissecting the underlying technology and assessing its true market viability. Cassian holds a dual degree in Computer Science and Economics from Stanford University, and later earned his MBA from the Wharton School.
Sandisk’s Annual Report Shows an Extraordinary Memory Upswing—and the Commitments That Make It Fragile
Sandisk’s new annual report captures one of the sharpest reversals in the semiconductor-memory cycle: fiscal 2026 revenue nearly tripled, gross…
Cisco Delivers an AI-Order Surge, but Margin Anxiety Explains the Post-Earnings Selloff
Cisco Systems (NASDAQ: CSCO) closed fiscal 2026 with record revenue, accelerating networking demand and a material increase in AI-infrastructure orders.…
Supermicro’s Margin Rebound Makes the AI Server Story More Credible—But Not Risk-Free
Super Micro Computer (NASDAQ: SMCI) ended fiscal 2026 with the kind of quarter that AI-infrastructure investors had been waiting for:…
CoreWeave’s Inaugural Earnings: Can the AI Infrastructure Darling Justify Its Valuation?
As the artificial intelligence infrastructure build-out continues to dominate the macroeconomic narrative, all eyes on Wall Street are turning toward…
AMD’s Data Center Revenue Doubles, But Is It Enough to Satisfy the AI Bulls?
Advanced Micro Devices (AMD) reported its second-quarter 2026 financial results on Tuesday, August 4, delivering a substantial beat on both…
Palantir Faces Crucial Test: Q2 Earnings to Reveal True Commercial AI Demand
As the first full trading week of August kicks off, the software sector is bracing for a pivotal moment. Palantir…
Big Tech Earnings Deliver Mixed Signals: Amazon AWS Surges While Apple Navigates Supply Constraints
The latest wave of mega-cap technology earnings has painted a complex picture for equity markets as we move into the…
Cheesecake Factory Is Executing, but the Stock Looks Ahead of Itself
The Cheesecake Factory delivered the sort of quarter investors usually want from casual dining: revenue rose to $1.0296 billion, net…
Digital Realty Is Monetizing AI Demand, but the Stock Is Not Cheap
Digital Realty delivered the sort of quarter that clarifies how AI infrastructure demand is migrating beyond chips and cloud headlines…
The Healthcare AI Inflection: Why Data Infrastructure Is the Ultimate Moat
The intersection of artificial intelligence and healthcare is experiencing a profound paradigm shift. For years, the market’s attention has been…
