ams-OSRAM is rated a buy due to promising opportunities in Digital Photonics, especially in smart glasses and AI data-center optical interconnects. Near-term growth is expected from smart-glasses content wins, with potential revenue of EUR 50–100 per device and millions of units already sold. The bigger potential lies in AI data-center optical links, where ams-OSRAM's unique micro-emitter arrays could meet high bandwidth and redundancy needs. The stock is attractively valued at about 7.5 times forward EBITDA, but success depends on commercial traction in Digital Photonics and effective portfolio simplification.
Lumentum's stock price fell about 33% from its May 2026 peak due to a multi-phase selloff involving profit-taking, valuation adjustments, and sector-wide AI narrative shifts. Despite the correction, the underlying demand for AI-related optical techno...
Grayscale's CoinDesk Crypto 5 ETF (GDLC) has transitioned to an ETF structure but remains uncompetitive due to its high 0.59% expense ratio. The fund aggregates large-cap cryptocurrencies without offering unique selection or alpha, making it easily r...
SCHD has been rated as a Buy due to its concentrated, defensive value approach and higher yield, which outperformed DLN and the S&P 500 in a slower, rotation-driven market. DLN was downgraded to Hold because its growth tilt is overstated and its tech...
Affirm, a buy now pay later (BNPL) provider, reported a 22% year-over-year increase in active customers in Q3 2026 and surpassed $1 billion in quarterly revenue for the second straight quarter. This growth is fueled by rising transactions per user an...
Investor Austin Rogers is increasing cash holdings due to limited attractive buying options outside the AI sector. He prefers the iShares Ultra Short Duration Bond Active ETF for its safety and flexibility. While AI infrastructure spending drives mar...
