Technology
Technology stories covering EV platforms, battery technology, distributed energy systems, and infrastructure innovation.
50X VICR Stock: Why AI Data Centers Can't Scale
Technology • Power Infrastructure • AI Infrastructure • Data Centers • Semiconductors • Growth Stocks
VICR stock surged 285% in 2025. AI data centers cannot scale because the grid cannot keep up. Virginia's connection queue stretches 7 years. Gartner predicts 40% of AI data centers will hit power walls by 2027. The constraint is no longer compute. It is watts. And nobody else solved the physics.
50X resistance reduction. 100W saved per module. $300M IP licensing pipeline. Vicor built the physics moat nobody else can cross.
800% SNDK Stock: Why SanDisk Went Parabolic
Technology • Storage • AI Infrastructure • Semiconductors • Spinoffs • Growth Stocks
SNDK stock surged 800% in nine months. The spinoff from Western Digital unlocked value the market had missed for years. Gross margins had collapsed below 20% during the 2023 glut. Enterprise SSD prices jumped 40% as AI demand hit. The S&P 500's best performer of 2025 was a flash memory company everyone had written off.
29% global NAND share with Kioxia. 41% gross margins after spinoff. 218 layers of BiCS8 density. The conglomerate discount vanished. The infrastructure thesis emerged.
290% WDC Stock: From Hard Drives To AI Infrastructure
Technology • Storage • AI Infrastructure • Data Centers • Cloud Computing • Growth Stocks
WDC stock surged 290% in 2025. For years, everyone dismissed hard drives as a dying technology. SSDs were faster. Flash was the future. Then AI arrived and needed somewhere to store the data. SSDs cost 6x more per terabyte. Western Digital and Seagate control 95% of the market. Lead times hit 52 weeks. The duopoly became an AI infrastructure play.
48% nearline market share. $2B buyback signals confidence. 57% EPS growth forecast. Hyperscalers locked through 2027. The overlooked technology became the AI data layer.
190% KTOS Stock: Why $2M Drones Beat $100M Jets
Technology • Defense • Drones • Autonomous Systems • Military • Growth Stocks
The F-35 costs $110 million per unit. The Valkyrie drone costs $2 million at scale. That is a 55x cost gap that changes everything. Ukraine proved that mass overwhelms precision in modern warfare. The Pentagon now targets one million expendable drones by 2028. Traditional defense contractors optimized for complexity. Kratos optimized for attritability.
$1.48B backlog locked in. 36% unmanned growth. 190% stock surge as R&D flipped to production. Kratos builds its own engines. No runway required. The factory for affordable warfare.
10X Ironwood Chip: How GOOGL Stock Wins AI Infrastructure
Technology • AI Infrastructure • Cloud Computing • Semiconductors • Autonomous Vehicles • Energy
GOOGL stock rallied 65% in 2025. Not because of search. Because Google became an AI infrastructure company. Ironwood chips deliver 10X performance. The Cloud backlog hit $155 billion. Anthropic signed for 1 million TPUs. While competitors rent infrastructure, Google owns the chips, the data centers, and now the power grid.
500K Waymo rides weekly. $93B CapEx on data centers. 44% lower cost than Nvidia. Google is not competing in AI. It is building the infrastructure everyone else depends on.
Source: Google Cloud Blog, Constellation Research, CNBC, SemiAnalysis
248% LIF Stock: Why 91M Families Track Location
Technology • Growth Stocks • Family Tech • Subscription • Location Services • Consumer Apps
LIF stock surged 248% in 2025. Not because families became more anxious, but because anxiety found a product. Ninety one million people share their location through one app. The free tier is not a loss leader. It is the sensor feeding a $120 million ad-tech acquisition. Wall Street is not betting on $15 subscriptions. They are betting on the most accurate map of American household intent.
88% of Gen Z shares location voluntarily. 62% of parents now track teens. 91 million users feed the data engine. What began as surveillance evolved into a love language for connection.
8.9% Sales Slump: TSLA Stock Faces EV Brand Crisis
Technology • Electric Vehicles • Automotive • Brand Risk • Growth Stocks
Tesla US sales are tracking 8.9% lower in 2025. Q4 collapsed 29.8% from Q3. A 3-year-old Model 3 now sells for $20,000, cannibalizing new sales. Morgan Stanley found 85% of institutional investors believe Musk's politics are hurting the brand. Yet the stock trades at 317x earnings on Cybercab and Optimus promises. When 75% of revenue comes from cars, the gap between story and sales becomes the risk.
Q4 collapsed 29.8% from Q3. 75% of revenue comes from cars. The stock trades at 317x earnings. When the core business declines while valuation prices in robotaxis, the gap becomes the risk.
Source: Cox Automotive, Morgan Stanley, InsideEVs, MacroTrends
111% EV Growth: GM Stock Unlocks Ultium Scale
Technology • Electric Vehicles • Automotive • Energy • Value Investing
GM became America's #2 EV maker in 2025. EV sales grew 111% year over year. But the real shift is after the sale: 70% of buyers purchase GM Energy products. Second-life batteries now power AI data centers through Redwood Materials. Wall Street prices a car company. The data shows a distributed energy platform trading at 5x earnings.
Wall Street prices GM at 5x earnings. Market share rose from 6% to 16%. Second-life batteries now power AI data centers. The data shows an energy platform, not a car company.