Power Grid Stocks: Who Generates the Power AI Data Centers Need
A data center announcement usually leads with chips. Whether the building ever switches on is decided earlier, by whether enough […]
Ajussi Talk
Investing notes from a Korean uncle: AI infrastructure, semiconductors and the U.S. companies behind them. Numbers checked against filings, sources linked, opinions labelled as opinions.
Custom AI Chips vs NVIDIA: What the Reported Numbers Show
Custom AI chips vs NVIDIA on reported numbers: how far apart the two disclosed lines are, what each one actually contains, why hyperscalers run both, and what to check at the next results.
Cerebras Stock (CBRS): 4 Structures That Decide the Wafer-Scale Bet
Cerebras stock, explained through the four structures that outlast the headlines: wafer-scale economics, revenue concentration, the OpenAI agreement and the loss profile.
Arista vs Cisco AI Networking Stocks: Which Wins in 2026?
Arista vs Cisco AI networking stocks, compared on business mix, AI revenue and what the latest earnings actually showed. Here is how an ajussi breaks down the split.
Amazon Off-Grid Data Center: Who Builds the 7.65 GW Behind It
Amazon confirmed acquiring the GW Ranch site in Pecos County for a data center campus running on dedicated on-site generation. The permit lists 35 turbines; only 21 have a named model.
GE Vernova vs Siemens Energy: 5 Numbers That Do Not Compare
Both reported the same three months. Four places where putting GE Vernova and Siemens Energy side by side produces a wrong answer, and what the filings actually support.
Palantir Ontology: 4 Disclosure Tiers Investors Can Track
Palantir describes the Ontology in its filings but never prices it. Here is which disclosed metrics actually move, sorted by tier of disclosure.
Micron vs SK Hynix HBM Stocks (2026): Which Fits Your Strategy?
Micron vs SK Hynix HBM stocks, compared side by side: supply position, the mid-2026 selloff, US access routes, and where the risk actually lives.
Super Micro vs Dell AI Server Stocks: An Ajussi Breaks It Down
Super Micro vs Dell AI server stocks, compared side by side: GPU rack exposure, margin structure, supply chain risk, and what each signals for your portfolio.
Oklo vs NuScale Stock Comparison: Which SMR Stock Fits Your Portfolio?
Oklo and NuScale are the two most-traded SMR pure plays in the US. Here is how they differ and what each must prove to justify its valuation.
Utility Stocks and Data Center Electricity Demand: What Investors Need to Know
Data center electricity demand is reshaping how investors price utility stocks. Here is how one Korean ajussi thinks through the opportunity.
Best AI Server Stocks: 6 Names Where the Margin Stories Diverge (2026)
Super Micro booked over $60B of orders in one quarter while HPE raised full-year EPS guidance by 40%. Six AI server stocks compared by margin trend, not by hype.