$AMD
12 articles on $AMD
- StoryBullish
AI Stocks to Own Now
The AI market in mid-2026 is the largest infrastructure buildout since the internet — $571B in capex this year, $3T by 2028. We map every dependency, every chokepoint, and every CEO quote to show you where the money is really going.
Shayne Heffernan23 min - StoryBullish
Earnings Season Kicks Off
Earnings season is about to deliver the next chapter in the AI capital expenditure supercycle. Wall Street expects $NVDA and $SPCX to be the big winners, but the real story is how early we still are in this cycle.
Shayne Heffernan18 min - StoryBullish
AI Stocks Are War Stocks
The Pentagon is pouring $13.4 billion into AI this year, and a new generation of tech-native defense companies — Palantir, Anduril, SpaceX — are capturing the lion's share of the fastest-growing military spending category in history.
Shayne Heffernan18 min - Week AheadBullish
Economic Calendar and Trading Strategies for the Week Ahead: July 14–18, 2026
A pivotal week for markets: US strikes on Iran reignite the oil risk premium, June CPI and retail sales test the Fed's rate-cut path, and the $1 trillion AI capital loop keeps driving the tech trade. Full economic calendar plus trading strategies across oil, gold, Bitcoin, FX and AI stocks.
Shayne Heffernan25 min - AI StocksBullish
Who Is Who in the AI Space: The Definitive Guide to AI Stocks in 2026
The definitive 2026 guide to AI stocks: $NVDA, $GOOGL, $MSFT, $AMZN, $META, $TSM, $AVGO, $ORCL and $PLTR in the US; $BABA, $TCEHY and $BIDU in China — each mapped to its layer of the AI value chain, with cashtags, market caps and the investment thesis for each.
Shayne Heffernan34 min - MANGO StocksBullish
MANGO Stocks the 2026 Guide
MANGO stocks are the cohort powering the AI infrastructure economy: Meta (META), Anthropic, Nvidia (NVDA), Google/Alphabet (GOOGL), OpenAI and SpaceX (SPCX). Shayne Heffernan defines the term, covers the latest 2026 earnings and IPO filings, and explains why the infrastructure economy is best understood as a graph — with KXCO's Ontology Engine as a key reference.
Shayne Heffernan19 min - LineShineBullish
LineShine: When Raw Speed Breaks Encryption
LineShine topped the June 2026 TOP500 at 2.198 exaflops using only CPUs. The lesson is that raw speed — not only quantum — is the real threat to legacy encryption, and it tightens the clock on Q-Day.
Shayne Heffernan19 min - $AMD $AMAT $AMZN $ARM $ASML $ASTS $AVGO $BA $GOOG $IBM $IONQ $LMT $MSFT $NVDA $QBTS $RGTI $RKLB $TSM $VRTBullish
The New Economies: Space, AI, and Quantum
Three new economic layers are taking shape: space is becoming an industrial domain, artificial intelligence is evolving into continuous infrastructure, and quantum technologies are moving into operational use in simulation and sensing. While technical and energy constraints remain significant, the period through 2035 is likely to see these layers expand in parallel, creating new requirements for verifiable trust and post-quantum security. KXCO is positioning its infrastructure as the transaction
Shayne Heffernan11 min - StoryBullish
Inside Saudi PIF: $900 Billion Portfolio
Saudi Arabia’s Public Investment Fund (PIF) manages over $900 billion. This analysis covers its investments by sector and geography, major project updates including Qiddiya and HUMAIN, and the 2026–2030 strategy.
Shayne Heffernan8 min - StoryBullish
The New AI-Quantum Arms Race
The world’s leading tech CEOs are now aligned on one thing: AI and quantum computing are converging into hybrid systems that will unlock new capabilities in markets, scientific discovery, and strategic competition. The companies that build the most effective infrastructure layers will define the next era of computational advantage.
Shayne Heffernan5 min - $NVDABullish
10 Best Stocks to Buy Right Now in June 2026 – My Current Watchlist
AI spending continues as the dominant long-term theme, but capital is rotating toward companies with strong earnings, reasonable valuations, and real infrastructure exposure.
Shayne Heffernan3 min - StoryBullish
The Compute Market Boom
BlackRock CEO Larry Fink’s recent endorsement of compute as a new asset class, the impending launch of CME compute futures, massive hyperscaler deals such as Google’s $920 million monthly commitment to SpaceX
Shayne Heffernan8 min