What Makes Micron Technology (MU) Ashva Capital Management’s Largest Holding?

Micron Technology semiconductor chip on a circuit board with glowing data center elements in the background.

Micron Technology stands as Ashva Capital Management’s top portfolio position due to its pivotal role in the booming AI-driven memory market, where surging demand for high-bandwidth memory and advanced storage solutions intersects with enhanced industry supply discipline, fostering sustained profitability and growth potential amid global data center expansions. Micron Technology, a powerhouse in the semiconductor … Read more

Prediction: Quantum Computing, IonQ, Rigetti, and D-Wave Will Crash In 2026. Here’s What You Should Buy Instead.

Illustration of quantum computing stocks declining sharply while alternative tech giants rise.

“Quantum pure-play stocks like IonQ, Rigetti, and D-Wave face a potential crash in 2026 due to extreme overvaluations, low revenues relative to market caps, persistent technical scaling challenges, and a market shift toward practical applications over hype. Investors should pivot to established tech giants such as Alphabet, Microsoft, IBM, and NVIDIA, which offer quantum exposure … Read more

Beijing Set to Approve Limited Imports of Nvidia’s H200 Chips

Nvidia H200 AI chip on a circuit board

“China is gearing up to permit select commercial acquisitions of Nvidia’s cutting-edge H200 AI chips as early as this quarter, offering a lifeline to the U.S. chipmaker in its second-largest market while imposing strict curbs to bolster domestic semiconductor self-reliance.” Chinese regulators are preparing to authorize imports of Nvidia’s H200 artificial intelligence accelerators for private-sector … Read more

Should You Buy the Invesco QQQ ETF With the Nasdaq at an All-Time High? Here’s What History Says.

Graph showing Nasdaq Composite index reaching all-time high with upward trend line

“History shows that purchasing the Invesco QQQ ETF during Nasdaq all-time highs typically yields strong forward returns, often exceeding average market performance. Data from past peaks reveals average 12-month gains of around 10% above inflation, with long-term holdings benefiting from tech-driven growth in the Nasdaq-100 index.” Historical Context of Nasdaq Peaks The Nasdaq Composite has … Read more

The Ultimate Growth Stock to Buy With $1,000 Right Now

NVIDIA GPU chip powering AI data center

“NVIDIA emerges as the premier growth stock for investors with $1,000, driven by its dominance in AI chip technology and explosive revenue expansion. Boasting a market cap exceeding $4.5 trillion and projected earnings growth over 50% this fiscal year, the company is set for substantial gains amid surging demand for data center solutions and next-gen … Read more