Analysis of chip manufacturing and semiconductor stocks

AMD stock: second wave of chip production in 2026?

🤔 What is the Market Momentum column about? 🤔 AMD shares have increased nearly fivefold in the past five years, and the company recently closed a record quarter. If you saw the company as a chipmaker that was about to crush Intel in 2022–2023, it might be hard to believe today that it has gone much higher since then. Still, the stock is far from cheap, […]

Intel stock 2026: king of chip manufacturing again?

🤔 What is the Market Momentum column about? 🤔 Intel stock was dying in 2024, almost everyone had buried it based on pricing, then something changed. The price jumped from 18 USD to 119 USD, the market capitalization exceeds 600 billion USD. But do the fundamentals justify this or has the market priced everything into a turnaround story based on hope? […]

Nvidia (NVDA) Stock 2026: AI Engine or Bubble?

🤔What is the Market Momentum column about?🤔 I don't know if you're aware of it, but preparing a thorough fundamental in-depth analysis can take 40-50 hours. As an investor, it's impossible to put that much energy into analyzing each company if you want to effectively manage a sufficiently long watchlist. That's why I created the Market Momentum column, which gives you a snapshot of each stock, right now […]