CR
Articles by Chris Reilly
- Active Insights
Forget Nvidia? Why Micron Just Became AI’s Hottest Stock
Congrats to Micron (MU). It just broke into the top-10 largest American stocks, which is a big deal in our Disruption Investing framework.
- Active Insights
Cerebras vs Nvidia: What Investors Are Missing in the AI Chip Race
AI chipmaker Cerebras Systems CBRS just IPO'd, and the questions are pouring in. Is this the next Nvidia NVDA? Should I buy it? What’s the play?