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Semiconductors

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

SNDK

+4

SanDisk: Impressive Numbers, Not a Buy for Me

May 1, 2026

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2 min read

SanDisk: Impressive Numbers, Not a Buy for Me

The best-performing S&P 500 stock this year just posted blowout numbers. Here's why I'm watching from the sidelines.

Thomas Behnke
Thomas Behnke

CyclicalStocks

+4

SK hynix: The Unknown King of the AI Era

Mar 25, 2026

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4 min read

SK hynix: The Unknown King of the AI Era

Up 500% in twelve months, and the stock is still cheap. That doesn't happen often.

Thomas Behnke
Thomas Behnke


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