The Next AI Bottleneck: Everything Between the Grid and the GPU
AI's next bottleneck is moving beyond chips. Power availability, grid connections, transformers and cooling systems are becoming critical constraints on data center...
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Category: Sector Intelligence
Why Good News Can Send a Stock Lower
Strong earnings do not always mean rising stock prices. Ieva Bružaitė of Orion Capital examines why market expectations, valuations and forward guidance...
Micron’s Customers Are Paying Up Front. That’s the Number I’m Watching.
Micron's customer prepayments are becoming one of the clearest signals of tight AI memory supply. Ieva Bružaitė examines what contract liabilities reveal...
The Trump-Xi Summit: What It Means for AI Stocks
Ieva Bružaitė, Founder of Orion Capital, examines what the Trump-Xi summit could mean for AI stocks, semiconductors and rally already pricing in...
AI Is Becoming Strategic Infrastructure
AI is becoming strategic infrastructure as Europe accelerates investment in defence technology, sovereign AI, semiconductors, cybersecurity and resilient digital infrastructure.
Oil Prices and Semiconductor Stocks: When Oil Sets the Price of Silicon
By Ieva Bružaitė | Founder, Orion Capital | September 14, 2026 Executive Summary Oil prices and semiconductor stocks are moving in opposite...
The $1 CapEx Trillion AI Question: Who Pays – and Who Profits?
By Ieva Bružaitė | Founder, Orion Capital | September 11, 2026 AI CapEx is no longer just a technology story. It is...
Marvell Technology and Google Deal Changes the AI Chip Map – But Is MRVL Already Hit Pricing In the Future?
Marvell Technology's expanded Google AI chip partnership could reshape the custom silicon market. We examine MRVL's growth opportunity, valuation, competitive position and...
Nvidia Before August 26: One Report to Settle the AI Debate
NVIDIA heads into it's August 26 earnings report at the center of the AI debate. We examine Blackwell demand, data center growth,...
Palantir Q2 2026 Earnings: 93% Growth and Raised Guidance
Palantir reported 93% revenue growth, surpassed $ 1 billion in quarterly GAAP net income, and raised its 2026 guidance. Here's what the...