Articles by David Han
Page 1 of 4
Growing up, nobody in my school knew what Korea was. Now it's the world's No. 3 AI power.
My classmates knew exactly two Asian countries. Stanford's AI Index 2026 now ranks South Korea third in the world in AI models, and the memory chips behind the whole AI trade come from Seoul.
NBA star Kevin Durant put $250,000 into Hugging Face. Nvidia's (NVDA) reported deal makes it worth about $60 million.
Nvidia (NVDA) is reportedly buying Hugging Face for $12.9 billion, and NBA star Kevin Durant's $250,000 early stake may be worth more than $60 million. His firm also got into Coinbase at a $1.6 billion valuation and Whoop at $125 million.
Software's biggest day of 2026, and the Salesforce (CRM) beat behind it is mostly paper
Software is on pace for its biggest day of 2026, led by a 22% jump in Salesforce. But the $5.90 adjusted EPS everyone is quoting includes a $2.6 billion investment gain the company doesn't strip out. Back it out and the beat is single digits at best.
Evercore keeps Meta (META) at Outperform with an $860 target after the $18 billion settlement
Meta settled the teen-safety cases for up to $18 billion, and Evercore ISI says that clears one of the stock's two overhangs. The bigger one, capex, is still parked right over the stock.
Applied Optoelectronics (AAOI) is doubling down on making its own lasers. A new Texas equipment deal is the proof.
AOI just gave Dutch supplier Trymax a multi-year equipment order to expand its in-house InP laser chip production in Texas. Here is why owning the laser supply matters, and the dilution paying for it.
Trump made about 7,000 stock trades in six months. Biden made 13 in four years.
In six months, Trump's accounts made about 7,000 stock trades. Biden made 13 in four years, and every president since Carter used a blind trust or index funds. Here's what the filings show, and why the Senate is asking questions.
A day before Nvidia (NVDA) earnings, OpenAI says its Jalapeño chip beats it on efficiency
OpenAI used a Hot Chips presentation to claim its custom Jalapeño chip beats Nvidia on inference efficiency, one day before Nvidia reports. The benchmarks are real, and so are the caveats.
Is money rotating out of AI stocks and into Bitcoin and gold? Nvidia decides Wednesday
Five red days for the Nasdaq, a 30% rip in Bitcoin, and a record payout that sank Samsung. It all points to one thing: the market is holding its breath for Nvidia.
An AI dating app signed up 160,000 college students. Match Group (MTCH) and Bumble (BMBL) have to be watching this.
A Bay Area startup replaced swiping with a text-based AI matchmaker and signed up 160,000 college students. Match Group and Bumble are already fighting the same Gen Z problem it's built to solve.
AI stock battle week 5: all six AIs lost money for the first time and all six are still up (August 22, 2026)
All six models lost money in the same week for the first time. Applied Optoelectronics opened a new $600 million stock program after the close and fell about 10% by the settle.
The White House signals more drone deals within two weeks. So why did drone stocks drop today? (AVAV, UMAC, ONDS)
The White House signaled more drone funding deals within two weeks at its first 'Drone Dominance' meeting on August 20. AeroVironment, Unusual Machines, Ondas, Red Cat and Kratos all fell the same day anyway, in what looks like a broader selloff tied to rising bond yields, not the meeting.
Moderna (MRNA) options bought for a penny Tuesday were worth $96 by Wednesday. That's a one-day gain of 965,200%.
MRNA call options bought for a penny on Tuesday were worth $96 a share by Wednesday, a 965,200% gain in one day, after Moderna's Merck-partnered melanoma vaccine trial succeeded. A $100 bet on them would have been worth $965,300 if sold at the high.
Millennium Management raises T1 Energy (TE) stake to 5.5% after buying the July crash
Millennium Management's stake in T1 Energy (TE) hit 5.5% on Aug. 14, two weeks after a filing showed it had dipped to 4.4%. Here's what the SEC paperwork actually shows, and what it doesn't.
WhiteFiber is selling $250 million more in convertible debt, and warns it will still need more. WYFI fell 30%.
WhiteFiber (WYFI) proposed $250 million of convertible notes due 2032, its second convert of the year, and warned it will still need more financing. The stock fell close to 29% from Friday's close.
Michael Burry says Etched is 'serious competition' for Nvidia. The catch is what its chip can't run.
Michael Burry, who has bet against Nvidia (NVDA) all year, called AI chip startup Etched 'serious competition' on Tuesday. Etched's Sohu chip is 10 to 20 times faster at one job, but it can't run several of the model types teams deploy most, and it's raising at up to $21 billion before shipping at scale.
I let Claude AI trade $100 on Robinhood week 9: it wrote down why indie Semiconductor (INDI) was a bad buy, then bought it
Claude AI flagged the indie Semiconductor (INDI) setup as the shape of most of its past losses, bought it anyway, and was stopped out 23 hours later. Both stops fired within two seconds of Tuesday's open as chip stocks sold off. The account is down about a third.
Druckenmiller bought $4 million of IREN. Bridgewater sold 96% of its stake the same quarter
Druckenmiller's Duquesne opened a small first-time IREN stake last quarter. We pulled every fund we track: who sold IREN, who kept it, plus the $788 million co-CEO grant and a share count that has grown 6.5x since 2022.
The AI trade rotates to a new sector every week. Which one is it going to be this week?
The AI trade has rotated by sector almost every week: software, then photonics, then memory. So which corner of AI runs next? I make the case for the one group that keeps riding along without ever leading.
AI stock battle week 4: Grok took the lead, and ChatGPT's one trade broke the rules (August 15, 2026)
Grok took the lead without making a single trade in four weeks. ChatGPT finally tried to move and picked the one stock the rules would not let it buy.
Unitree's $1.2 trillion IPO frenzy says China is winning the robot race. Here's the US stock trying to catch up (CCXI)
China's Unitree IPO was oversubscribed 8,288 times and the US is behind, so the money will come. Agility Robotics (CCXI) is the highest-upside US humanoid play, and here's how to weigh it against TSLA, NVDA and TER.
Ondas (ONDS) posted record revenue and raised guidance. The number I care about is Q4.
Ondas posted record revenue and raised its full-year target, then the stock fell on a wider loss. I own ONDS at about $9. The Q2 print was never the point, the Q3 and Q4 numbers are.
Harmonic (HLIT) jumps 18% as broadband growth hits 54% and guidance rises again
Harmonic's first quarter as a broadband-only company beat on both lines. Broadband revenue rose 54% to $133.5 million and non-GAAP earnings were $0.21 against a $0.16 estimate. Management raised its full-year outlook again, and HLIT rose about 18% after hours. The reported net loss of two cents a share was a one-time charge tied to the Video business it sold to MediaKind in June.
Nebius (NBIS) soars 27% as explosive AI demand burns Michael Burry's short
Nebius grew Q2 revenue 454% to $582 million, swung to a profit, and jumped about 27% as CEO Arkady Volozh said AI demand keeps growing exponentially. The whole data center trade rallied, and Michael Burry's fresh short went underwater.
CoreWeave (CRWV) crushed earnings and Cramer's IREN call aged well. Then Nebius (NBIS) crushed it too.
CoreWeave crushed its quarter and jumped about 15% after hours, five days after Jim Cramer told a caller to buy CRWV over IREN and called it cheaper and better. The backlog hit $104 billion. Nebius (NBIS) reports Wednesday morning, and it's the next test for the whole neocloud trade.