Filtered library · Theme
hyperscaler-capex theme · 2 dossiers
Dossiers in the hyperscaler-capex theme cluster — 2 names moving on shared catalysts.
All dossiersWDC
Western Digital Corporation
AI storage/memory supercycle validated post-print; sell-side re-rating violently (Citi $405→$685 on 2026-06-02, Barclays $620, WF/Evercore $575). Theme ACCELERATING but mature fastest-growing ETF, Micron +18% to Nasdaq records, first 'AI…
Cyclical recovery ai-chip-infra-memory memory-storage-supercycle
catalyst · →
CRDO
Credo Technology Group Holding Ltd
Q4 FY26 (2026-06-01) was a blowout revenue +157% YoY, EPS $1.16 vs $1.03, Q1 guide $465–475M above consensus yet the stock sold the news, and the entire sell-side raised PTs to $215–$300 the next morning. That is a narrative shifting from…
Cyclical recovery networking-optical ai-interconnect
catalyst · →