Micah Zimmerman

The ceasefire may be precariously holding for now, but the strikes on Qatar earlier this year exposed a supply chain vulnerability few investors were watching: The AI boom depends on helium.

The helium crisis revealed a hidden truth about AI investing: The companies with the least supply chain risk may be the software platforms quietly powering the entire ecosystem.

Constellation Brands, Target, and Nike all combine durable brands with disciplined dividend growth, and offer attractive entry points despite temporary market pessimism.

Nebius is a high-risk, high-reward AI infrastructure play with massive contracted demand and explosive growth potential -- if it can deliver.

Some companies don't need a story. They provide goods that are used every day by people in 180 countries who hardly think twice about their brand loyalty.

The best time to invest in a great consumer business is after the market overreacts negatively to temporary issues.

History doesn't guarantee anything in the stock market. But when a company has paid dividends through recessions, wars, pandemics, and inflationary cycles, and still raises its payout, that's a signal worth taking seriously.

Consumer goods companies don't typically get the headlines. But May 2026 is giving investors some of the clearest reasons in years to pay attention.

Sometimes the best buying opportunities don't announce themselves. They show up dressed as a near-term disaster.

These beaten-down restaurant chains are modeling some of the tactics that previously brought some success to Cava.

Prediction markets are booming, but the smarter play might be this company that powers the data behind the bets.

Most investors chasing AI have been looking at the same 10 names for three years. The next chapter belongs to the infrastructure layer below the headlines -- and two companies are quietly writing it.

Walmart is evolving into a high-margin advertising and data platform, giving it a more compelling near-term upside than Costco.

Two overlooked consumer names, PayPal Holdings and Wingstop, are rebuilding with real catalysts that could spark their next major bull run.

Nvidia's dominance in data center GPUs is pushing hyperscalers toward custom silicon and diversified AI infrastructure strategies.

Amazon is still a generational winner, but the next few months may test investors' patience before the real upside resumes.

A helium bottleneck, exposed by geopolitical tensions around the Strait of Hormuz, could quietly but meaningfully dictate the pace, scalability, and resilience of the entire AI-driven semiconductor supply chain.

Chipotle Mexican Grill may be down, but patient investors could find long-term upside hiding behind short-term pressure.

The AI supercycle isn't breaking, and the real money is shifting to the companies powering a more expensive, geopolitically resilient supply chain.

Lumentum might not be the face of AI, but as a company that helps data move at the speed of light, it could become one of its most important enablers.