AI chip and semiconductor stocks: GPUs, ASICs, foundries.
POET stock explained: how the POET Technologies Optical Interposer puts lasers on a silicon wafer, its 800G and 1.6T optical engines, and its Q2 2026 numbers.
ALAB stock explained: what Astera Labs sells into AI racks, why PCIe retimers and Scorpio switches matter, and the customer concentration in its Q2 2026 10-Q.
NVTS stock explained: what Navitas GaN and SiC power chips do, the Navitas 2.0 pivot, the TSMC GaN exit, and the concentration figures in its filings.
See what TSMC stock actually owns: 77% of wafer revenue at 7nm and below, a 67.7% gross margin, and a top-ten customer base worth 78% of 2025 net sales.
Intel stock in one read: Q2 2026 revenue by segment, the $2.1B Intel Foundry loss, the US government stake, and what the $20 billion August raise dilutes.
