Tae Kim

Ever since I made a bull call on memory chip stocks using the iShares MSCI South Korea ETF (ticker: EWY) as the vehicle in mid-February, the ETF is

On Thursday, OpenAI unveiled its newest flagship AI model called GPT-5.5.

When most of Wall Street and the mainstream media held a stale, skeptical fundamental view on Intel, Key Context was very bullish on Intel shares. Next to Credo stock, which is

All four technology companies showed robust growth, demonstrating that the agentic AI megatrend is incredibly strong and just getting started:

The outlook for the CPU agentic AI trend just got a turbo boost. Advanced Micro Devices shares surged after the company's management nearly doubled its long-term growth outlook for CPUs.

The company is selling the dream that it will become a major player in data center AI chips, from AI accelerators to CPUs.

Source: Nvidia. Vera Rubin AI Factory Nvidia's business is extremely strong, but investors now want to see more returns through buybacks.

Affiliations & Notes Department of Chemical and Biomolecular Engineering, University of California, Los Angeles, Los Angeles, CA 90095, USA

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