The Latte

The AI Inference Boom Is Just Getting Started

Nebius $NBIS: The Next Phase of the AI Infrastructure Story

Nebius already won the compute race. Now it's moving into software, inference, and recurring AI services.

The First Half Nobody Saw Coming

War. Oil shock. Hawkish Fed. Record-low sentiment. Yet the market just delivered one of its strongest first halves in decades.

Lam Research $LRCX Is Quietly Powering the AI Semiconductor Boom

Lam Research Is Quietly Enabling the Entire Semiconductor Ecosystem

The AI Rally Just Changed

Micron delivered record-breaking earnings. The stock fell anyway. Here's what the market is trying to tell investors.

AMBIQ Micro $AMBQ: The Edge AI Opportunity Nobody Is Talking About

Ambiq is betting that the future of AI lives inside smartwatches, medical devices, industrial sensors, and the edge.

107 Days Later: Peace, Panic, and a $60 Billion AI Bet

The war ends, the Fed turns hawkish, and SpaceX begins building an AI empire

TeraWulf $WULF Is No Longer a Bitcoin Miner. It’s Becoming an AI Infrastructure Company

The $14 Billion Transformation Most Investors Are Still Undervaluing

The Week SpaceX Changed Everything

The largest IPO in history, two 900-point Dow swings, and a market caught between war and optimism.

SpaceX $SPCX Might Be One of the Most Anticipated IPOs Ever. That Doesn’t Mean It’s a Buy.

The Latte, SpaceX edition

MaxLinear $MXL: Why This Overlooked AI Infrastructure Stock Could Surge

MaxLinear's transformation into an AI connectivity platform is accelerating faster than most investors realize.

$1.7 Trillion Gone in a Day

How One Jobs Report Broke a 9-Week Rally