Apple May Have Given Intel Its First Believable Foundry Narrative
A turnaround stock becomes investable when the story stops depending on management slides and starts depending on an outside customer…
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.
The Silicon Crown: Intel’s Apple Deal and the $560 Billion Foundry Validation
Intel surged over 10% to an all-time high after President Trump announced Apple will partner with Intel for domestic chip…
The $638B Signal: Why Oracle’s 7% Drop is the Ultimate AI Infrastructure Buying Opportunity
Oracle delivers a record-breaking Q4 with $638 billion in RPO backlog, yet the stock plunges 7% on a $40 billion…
The Safe Haven AI Trade: Why Apple is the Ultimate Buy Ahead of WWDC 2026
When the great semiconductor reckoning arrived on Friday, June 5, 2026, the carnage was historic. The Nasdaq Composite plunged 4.18%,…
Surviving the Semiconductor Massacre: Why Nvidia is the Ultimate Buy-the-Dip Opportunity
Friday, June 5, 2026, will be remembered as the day the great semiconductor reckoning arrived. In a single brutal trading…
The Ultimate “Sell the News” Event: Why Broadcom’s 14% Drop is a Generational Buying Opportunity
In the modern AI infrastructure market, perfection is often not enough. When a stock runs up 93% over a single…
The Next Trillion-Dollar Company: Jensen Huang’s Endorsement Ignites Marvell Technology
When the most powerful figure in the global technology sector speaks, the market listens. But when Nvidia CEO Jensen Huang…
The $100B Colossus: Why Broadcom is the Ultimate AI Trade Ahead of Q2 Earnings
As the technology sector converges on Taipei for Computex 2026, the artificial intelligence narrative is shifting from a singular focus…
The AI-Proof Trade: CrowdStrike’s Parabolic Breakout and the Cybersecurity Renaissance
The enterprise software sector has spent the better part of 2026 grappling with an existential crisis. As the AI revolution…
The AI Infrastructure Gauntlet: Why Dell and Marvell Just Hit Record Highs Ahead of Earnings
The artificial intelligence infrastructure trade is refusing to cool down. In the immediate aftermath of NVIDIA’s historic $81.6 billion quarter,…
AXT Inc. (AXTI): The AI Data Center’s Hidden Optical Enabler
AXT Inc. (AXTI) has emerged as a fascinating, albeit highly volatile, play on the artificial intelligence infrastructure boom. As a…
