Alex Sirois

Three companies control the world's DRAM supply, AI is burning through memory faster than fabs can build it, and one of those three just signed contracts that could permanently rewire what a chip cycle looks like.

Every payday the same stock gets another slice of my retirement capital, and three numbers from its latest earnings report make it harder to justify putting that money anywhere else.

Quick Read Only 3 DRAM makers exist globally, and Micron's 16 take-or-pay contracts through 2030 secure ~$100 billion in minimum commitments at floors above prior peak margins.

Rocket Lab (RKLB) grew revenue 62% with a $2.36B backlog; AST SpaceMobile (ASTS) missed estimates and absorbed a $126M launch incident charge.

Microsoft's Copilot surpassed 30 million paid seats while Azure crossed $100 billion in annual revenue, growing 43% year over year.

GOOGL's Google Cloud surged 82% while MSFT's Azure grew 43%, but Alphabet's cheaper valuation makes it the clear enterprise disruptor with momentum.

Broadcom and AMD both posted explosive AI growth and both have hyperscalers locked in as customers, but only one makes a convincing case for actually unseating Nvidia as the king of AI compute.

Both Grab and Uber just dropped quarterly results that tell very different stories about where growth actually lives inside each platform. One looks like the obvious winner until you flip the setup around and price in what comes next.

Broadcom's AI revenue surged 221% to $16.7B while AMD's Data Center hit $6.72B, up 107%, as both mount credible challenges to Nvidia's AI compute dominance.

Grab posted 22% revenue growth and 54% EBITDA expansion in Q2, while Uber's reported growth of 12% was dragged down by business model changes.