#ai
Alibaba (BABA) stock forecast: bear, base, and bull case to 2031
BABA stock forecast: cloud/AI growth vs China macro, DoD lawsuit and Anthropic allegation risk. 6mo/1yr/3yr/5yr bear/base/bull scenarios. Hold, ~15x earnings.
IBM stock: hybrid cloud reboot at a cloud-peer multiple, 2026-31
IBM stock forecast 2026-31: Hold, Overvalued. Bull/base/bear across 6 months to 5 years on a Red Hat and watsonx led reacceleration already priced near cloud-peer multiples, with the z17 mainframe cycle and Consulting drag as the swing factors.
Why Microsoft stock dropped, and is it losing the AI battle?
Why Microsoft stock dropped about 30 percent in 2026 and whether it is losing the AI battle: the capex, depreciation, and OpenAI stake decoded. Not advice.
The AI Power Bottleneck: Who Wins the Electrical Supply Chain Feeding AI Data Centers
AI's bottleneck moved from chips to electricity. The supply-chain map of the AI power build-out: transformers, turbines, the grid, and who has pricing power.
The Memory Supercycle: HBM, the AI Memory Wall, and the Companies Winning
AI turned memory from a commodity afterthought into the biggest cost in an AI server. The full supply-chain map of the memory boom: HBM, DRAM and NAND, who leads each segment, the picks-and-shovels (test, equipment, controllers), demand beyond AI, and whether the supercycle survives 2027.
AI Supply-Chain Investment Map: Public Companies and Potential 10X Winners
OSINT-grounded research mapping how Big Tech AI capex flows through 115 public companies - chips, memory, power, optics, and software - and which are best positioned to win over the next 24 months.