6/15/2026 - It’s a great start to the week, and there is compelling
action in a number of niches: Optical, Neocloud, Gold
miners,Bitcoin-related stocks, Banks. But nothing looks
better than semiconductors. That’s because the Iran Conflict
news isn’t the only driver of today’s action. A report from
Taiwan suggests the new Nvidia (NVDA) power architecture
will enter production in the third quarter of this year –
ahead of consensus....
Payne's Perspective: We Have A Liftoff
6/8/2026 By Charles Payne, CEO & Principal AnalystTwo weeks ago, Morgan Stanley (MS) outlined the pricing changes for Vera Rubin racks compared with GB300 racks. The 430% jump in memory stood out – flashing dollar signs around all the memory players.A report on Friday suggests Nvidia (NVDA) is reducing DRAM capacity.
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