TL;DR: Ongoing DRAM shortages are driving smartphone makers to reintroduce 4GB models and microSD slots in 2026, while rising memory costs force price hikes and reduced specifications across ...
I remain a Buy for LiveRamp Holdings, supported by a revenue and earnings beat, robust cash flow, and a shareholder-friendly capital allocation strategy. RAMP trades at a significant valuation ...
The carnage in the software sector has finally spread to the higher quality names. Figma, Inc. (FIG) went public and immediately traded at nosebleed valuations. After a precipitous fall, the stock is ...
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