Memory Stocks: How DRAM, NAND and HBM Differ
Memory prices and earnings moved sharply in 2026, while the public numbers across the group remain difficult to compare. Search […]
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.
Semiconductor Stocks: Design, Foundry, Memory and Equipment Compared
Search for semiconductor stocks and the answer arrives as a list. Nvidia, TSMC, Micron, Broadcom, ranked by something the list
Server Stocks: Who Actually Builds the AI Rack, and What You Can Buy
Server stocks are often grouped with companies that power, cool, connect or store data for them. Those are different business
Transmission and Distribution Stocks: From the Transformer to the Interconnection Queue
A generator that nobody can connect to is not power. It is an asset waiting on a queue. Searching for
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
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.