Micah Zimmerman

Three AI infrastructure stocks -- Astera Labs, Credo Technology, and Vertiv -- are tackling the bottlenecks driving the AI boom and could offer million-dollar upside.

Apple's growth engine is firing on all cylinders, from iPhone and high-margin Services to AI and a massive new product cycle.

Lam Research is entering September with a powerful mix of seasonal strength, AI-driven demand, and accelerating growth across advanced semiconductor manufacturing.

Coca-Cola is a compelling income investment because its modest yield is supported by durable business growth, innovation, and 64 consecutive years of dividend increases.

The real worry should be that extreme AI-driven valuations, concentration, leverage, and circular financing leave the market vulnerable to a sharp correction if growth or profits disappoint.

Despite September's history of weak market performances, AI stocks may outperform this year because the sector has already undergone a major rotation.

Target's sharp 2026 rebound is being driven by a new CEO, heavier investment in stores and merchandise, and faster-growing digital businesses, but the turnaround could be a multi-year effort.

Growth in its energy business is accelerating, and the Cybercab EV and Optimus robot are nearing key milestones.

Amazon is a long-term, dividend-free growth investment whose powerful Prime ecosystem, expanding logistics network, and strategic investments create a massively competitive moat.

Philip Morris has transformed from a declining tobacco play into a higher-margin, smoke-free growth story. Here's why I'm changing my mind on PM.

September may be a historically weak month for stocks, but strong, verifiable AI-related results can still overpower the seasonal headwind.

Netflix's stock has taken a beating, but with the ad business growing and big buybacks underway, this could be a pretty attractive entry point for long-term investors.

Walmart's $1 trillion comeback looks realistic, with strong growth in e-commerce, advertising, memberships, and earnings continuing to reshape the retail giant.

MercadoLibre is getting punished for investing heavily in growth, but if credit quality holds, the market could be underestimating the long-term payoff.

Profits and cash flow have collapsed while the company spends heavily on AI and a costly commerce war.

Procter & Gamble is a dividend stock to own for dependable income and long-term peace of mind.

Broadcom is a steady AI infrastructure bet, while AMD offers higher-risk, higher-reward potential as it challenges Nvidia in AI chips.

Nvidia remains richly valued, but its AI-driven growth and strong market position could make today's price look very, very reasonable by 2028.

Tesla looks wildly expensive today, but if FSD, robotaxis, and Optimus deliver, today's valuation could look very different by 2027.

Netflix's next five years could be a strong growth story, powered by ads, margins, and global expansion.