Micah Zimmerman

The AI supercycle isn't breaking, and the real money is shifting to the companies powering a more expensive, geopolitically resilient supply chain.

Lumentum might not be the face of AI, but as a company that helps data move at the speed of light, it could become one of its most important enablers.

The AI boom has a hidden dependency no one priced in, and it just got disrupted in a way that could ripple through the entire market for years.

A beaten-down Buffett stock could become a patient investor's comeback story.

Understated, asset-light businesses like WD-40 Company, BJ's Wholesale Club, Celsius Holdings, and Wingstop can help investors compound their wealth over time.

These somewhat boring and overlooked companies are building durable growth engines that could compound into generational wealth for their long-term shareholders.

The Iran ceasefire exposed the small group of artificial intelligence (AI) infrastructure players already wired into the next two years of spending.

Dynatrace offers a rare mix of real AI exposure, strong cash flow, and buyback support.

These three underappreciated growth stocks have real moats, long runways, and the potential to compound for years while the market looks the other way.

ASML's moat hasn't been breached, but its China revenue just got a lot riskier.

Nebius may be one of the most compelling AI infrastructure plays right now, but its massive backlog and Nvidia's backing come with execution risks.

These five under-the-radar infrastructure plays could be your second chance to invest in the backbone of the AI boom.

Volatility is shaking the market, but it's also creating rare entry points in consumer stocks with real staying power.

The tech sector is only beginning to feel the impact of the helium supply shock.

These retail stocks are outperforming in a tough consumer environment. The reasons why say a lot about where the market is heading next.

Tariffs raised costs and reshaped winners. These four under-the-radar companies are ready to come out ahead.

The defense sector is focused on developing smarter systems, and Mercury Systems, Leonardo DRS, and Parsons are at the forefront of the trend.

Energy volatility stemming from the conflict in Iran is creating opportunities for overlooked players like Archrock, Ovintiv, and HF Sinclair.

Sometimes the best AI investment isn't a chipmaker -- it's the company controlling the gas that makes those chips possible.

AI's biggest players face their ultimate reality check; this earnings season will separate hype from real returns.