MRVLMarvellBullishMarvelltitle onlyLabel based on the headline only

1/23/2026

Marvell's 2026 Story Looks Quiet Bullish

Marvell's 2026 outlook appears bullish (as of 2026-01-23).

MUMicron TechnologyBullishMicron Technologytitle onlyLabel based on the headline only

1/7/2026

Micron: I Was Dead Wrong (Rating Upgrade)

Author reverses prior view and upgrades Micron rating, as of 2026-01-07.

IRENIREN LIMITEDBullishIREN LIMITEDCRWVCoreWeave, Inc.NeutralCoreWeave, Inc.NBISNebius Group N.V.NeutralNebius Group N.V.title onlyLabel based on the headline only

1/2/2026

IREN: Power To Compute Is Building The Moat (Rating Upgrade)

IREN's power-to-compute advantage builds a moat, warranting upgrade (as of 2026-01-02).

VRTVertiv Holdings, LLCNeutralVertiv Holdings, LLCtitle onlyLabel based on the headline only

10/4/2025

Vertiv's Upcoming Report Is A Key Catalyst (Earnings Preview)

APPAppLovinBearishAppLovintitle onlyLabel based on the headline only

10/3/2025

AppLovin: The Party Is Nearing Its End (Rating Downgrade)

Author downgrades AppLovin, arguing its strong run is nearing an end (as of 2025-10-03).