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AI Chips

Semiconductors

+6

Micron Technology: The best stock of the week. I'm still not buying.

Jun 26, 2026

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2 min read

Micron Technology: The best stock of the week. I'm still not buying.

Micron Technology delivered this week: record quarterly results and what looks like a genuine shift in its business model. And yet I'm sitting on the sidelines. I'm starting to wonder whether the AI boom is showing its first cracks.

Thomas Behnke
Thomas Behnke

Growth Stocks

+4

NVIDIA: Admired. Respected. Not in my portfolio.

May 22, 2026

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2 min read

NVIDIA: Admired. Respected. Not in my portfolio.

The numbers are impressive. The market position is unique. Yet NVIDIA is not an investment for me. Just a trade.

Thomas Behnke
Thomas Behnke


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