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3,500 Posts
Broker Commentary
Leading analyst tells investors the tech trade that defined 2025 is running out of road
Aug 3, 2026
TechDefused Newsroom
Tom Lee says AI trade still intact despite doubts about durability
Jul 28, 2026
TechDefused Newsroom
Michael Burry raises shorts on Micron and Nvidia while keeping Tesla and Palantir stakes
Jul 27, 2026
TechDefused Newsroom
Morgan Stanley says AI adopters set to widen corporate profit margins
Jul 27, 2026
TechDefused Newsroom
Microsoft becomes AMD's fourth Helios customer, tightening the squeeze on Nvidia
Jul 21, 2026
TechDefused Newsroom
Can memory super-cycle supply deals may hold where past ones collapsed?
Jul 20, 2026
TechDefused Newsroom
Cathie Wood's ARK Invest buys $52m of SpaceX and adds stakes in Meta, Eli Lilly and crypto names
Jul 14, 2026
TechDefused Newsroom
Simplify’s Michael Green says AI fundamentals have detached from stock prices
Jul 8, 2026
TechDefused Newsroom
Palantir taps Nvidia's Nemotron for government AI models
Jul 4, 2026
TechDefused Newsroom
Chip stocks shed billions on AI glut fears that SemiAnalysis calls a misread of Meta
Jul 3, 2026
TechDefused Newsroom
Grayscale research head urges Strategy to sell $3 billion in Bitcoin
Jun 29, 2026
TechDefused Newsroom
Vertiv's $15bn backlog locks multi-year AI datacenter revenue
Jun 16, 2026
TechDefused Newsroom
Micron wins the contract every chip maker wants and the stock falls 5.5%. The maths of an 800% rally
Jun 5, 2026
TechDefused Newsroom
Warren Buffett holds $397 billion in cash as Michael Burry shorts AI for $1 billion
May 27, 2026
TechDefused Newsroom
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