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AI Stocks

Riverwater’s Q2 Letter Shows Positive Return but Trails Russell Microcap

The update tests whether a disciplined, profit-focused microcap strategy can withstand an AI-fueled speculative rally and persistent supply shocks.

Micron Crushes Estimates and Says HBM Shortage Will Last Beyond 2027

Applied Materials Tops Q2 and Raises Guidance on AI Spending Surge