In the AI gold rush, while many focused on NVIDIA and AMD, Micron Technology has been quietly powering the most advanced AI servers with its HBM3E memory. This makes mu stock a compelling opportunity, as its fundamentals have strengthened underneath. We believe Micron is one of the most misunderstood and potentially mispriced underrated stocks in the semiconductors sector.Since our October 27th Micron episode, Micron stock has continued climbing while its fundamentals strengthened, driven by accelerating demand for high-bandwidth memory inside Nvidia H200 and AMD MI300 AI servers.In this episode of Facts Not Forecast, we break down:• How Micron stock has moved since our last Micron video• Why Micron’s HBM3E memory is now one of the tightest bottlenecks in AI infrastructure• Micron revenue, EPS growth trajectory, and margin recovery• Micron free cash flow, debt profile, and balance-sheet strength• Whether Micron still offers upside — or if investors should begin managing profits• How Micron fits into a long-term AI portfolio allocationMicron is no longer behaving like a purely cyclical memory stock — it is becoming part of the structural backbone of the AI economy.📊 We analyze Micron valuation, earnings momentum, and portfolio risk-reward to answer the real investor question:Is Micron still early — or already expensive?00:00 Intro00:44 AI Boom01:35 MU Stock Performance02:59 Strategic Shift to HBM05:05 Micron Revenue & Earnings08:50 Balance Sheet11:13 Analysts Forecast12:10 Risks & Rewards 🔔 Facts Not Forecast delivers data-driven stock market and AI tech insights to help investors spot hidden opportunities. Subscribe for more.👇 Share your thoughts in the comments — which stock do you want us to cover next?#Micron #MUStock #AIStocks #SemiconductorStocks #HBM3E #AIInfrastructure #Nvidia #AMD #AIHardware #LongTermInvesting #FactsNotForecast #StockMarketInsightsYouTube Channel:youtube.com/@FactsNotForecast

Silver is no longer just a precious metal — it is quietly becoming financial infrastructure.

This episode discusses the reclassification of silver from a simple commodity to a strategic industrial material, highlighting its critical role in advancements like safer, faster charging, and higher density batteries. We explore the "demand collision" driven by electric vehicles and AI, analyzing the "arithmetic of scarcity" leading to a structural silver supply deficit. This makes silver a compelling investment opportunity within the precious metals market.

In this episode of Facts Not Forecast, we break down:

• Why silver demand is structurally repricing

• How Samsung’s new silver battery technology is reshaping energy storage

• Why Toyota, Hyundai, BMW, Volkswagen, and Honda are aggressively positioning around solid-state batteries

• How battery giants like Samsung SDI, LG Energy Solution, Panasonic, and CATL are building the next profit layer

• The hidden silver refiners, processors, and rare-metal suppliers where real multibagger potential forms

• Where long-term investors should look as lithium enters its replacement phaseThis is not a prediction.

This is how financial infrastructure resets are formed.

00:00 Silver's Reclassification

01:00 Silver Supply Chain

02:44 Collision of Demand

04:30 SSB Advantages

06:38 Samsung SDI

08:36 Strategic Partnership

09:54 The Multi-bagger Supply Chain

10:48 Follow the Capital

11:52 Investment Framework

Companies & themes discussed:Samsung SDI, Toyota, Hyundai, BMW, Panasonic, LG Energy Solution, CATL, FRESNILLO, PAN American Silver, AMES Goldsmith, SOLID Power, Metso, StoneX, solid state batteries, silver demand, EV battery stocks, next generation batteries, energy storage stocks, rare earth stocks, multibagger stocks, infrastructure metals.

🔔 Facts Not Forecast delivers data-driven stock market and AI tech insights to help investors spot hidden opportunities. Subscribe for more.

👇 Share your thoughts in the comments — which stock do you want us to cover next?

#SilverStocks #SolidStateBatteries #BatteryStocks #EVStocks #EnergyInfrastructure #FutureEnergy #MultibaggerStocks #RareEarthStocks #StockMarketPodcast #Investing #FinancialInfrastructure #NextGenBatteries

YouTube Channel:youtube.com/@FactsNotForecast🎙️ Spotify:https://open.spotify.com/show/6ylVZ9rLNn7RE43fGuCMgr

Two fintech giants. Both were market darlings. Both collapsed. This episode examines the diverging paths of two fintech giants, PayPal and SoFi, both of whom experienced significant valuation changes. We provide a detailed "sofi stock analysis", highlighting that while PayPal, a dominant and profitable payment platform, is showing signs of slowing growth, SoFi is positioned for growth in the evolving landscape of "financial technology". The comparison delves into their "paypal earnings" and "sofi earnings", covering their financial metrics, risks, and future outlooks, offering insights into why their trajectories have split after initial market success, especially in the "paypal vs sofi" debate.PayPal is repairing a slowing payments platform — fixing margins, competition pressure, and checkout relevance.SoFi is rebuilding itself into a regulated digital bank and crypto-native financial platform — quietly positioning itself for the next phase of digital finance through stablecoin rails, crypto custody, and on-chain settlement.In this episode of Facts Not Forecast, we break down PayPal vs SoFi from an investor-first perspective — business model repair vs financial reinvention, stablecoin adoption, crypto-native finance, margins, deposits, balance sheets, valuation, capital efficiency, and long-term structural positioning.We also cover:• PayPal stock analysis and business model recovery• SoFi stock analysis and digital banking expansion• Stablecoins, crypto rails, and programmable finance• Fintech margins, growth, and balance sheet strength• Which fintech stock fits long-term investors vs short-term traders• Hold, average down, exit, or switch — what makes sense nowPayPal is repairing a payments business.SoFi is quietly building financial infrastructure for the next generation of digital money.00:00 Intro01:56 PayPal Scale & Challenges04:15 SOFI Platform Advantage07:09 PayPal Crypto Capabilities07:45 PYPL Stock Performance & Valuations08:37 SOFI Stock Performance & Financials 11:01 Comparison & Investor Takeaway#PayPal #SoFi #FintechStocks #StockMarket #Investing #StockAnalysis #LongTermInvesting #GrowthStocks #DigitalBanking #Stablecoin #CryptoFinance #PortfolioBuilding #nasdaq 🔔 Facts Not Forecast delivers data-driven stock market and AI tech insights to help investors spot hidden opportunities. Subscribe for more.👇 Share your thoughts in the comments — which stock do you want us to cover next?#Investing #StockMarket #FactsNotForecast #StockMarket #StockAnalysis #AIStocks #TechStocks #GrowthStocks #HiddenStockGemsYouTube Channel:youtube.com/@FactsNotForecast

Why has ARK Invest underperformed for years — not months — despite betting on the future?

In this episode of Facts Not Forecast, we break down why ARK funds have struggled through multiple market cycles, and what innovation-heavy portfolios really demand from investors.

We analyze:

• Why ARK Invest (ARKK, ARKG, ARKF) has underperformed the broader market for several years

• How innovation investing behaves during high-rate and low-liquidity environments

• The hidden risks of long-duration tech exposure

• Why high-CTR names like Palantir (PLTR) and Tesla (TSLA) have struggled despite strong narratives

• What ARK’s top holdings across its major funds reveal about long-term conviction of Cathy Wood vs short-term painThis is not an anti-ARK video.

It’s a data-driven discussion about patience, portfolio construction, and the emotional cost of investing in future technology.

👉 Subscribe to Facts Not Forecast for more data-driven stock market analysis, ARK breakdowns, and long-term investing insights.

🔔 Facts Not Forecast delivers data-driven stock market and AI tech insights to help investors spot hidden opportunities. Subscribe for more.

👇 Share your thoughts in the comments — which stock do you want us to cover next?

#ARKInvest #ARKK #CathieWood #PLTR #TSLA #InnovationInvesting #AIStocks #TechStocks #StockMarket #LongTermInvesting #GrowthStocks #FactsNotForecast

YouTube Channel:youtube.com/@FactsNotForecast

Many believe private equity is solely for institutions, but in this episode we explain how `private pension` funds and other common `investments` are deeply connected to this world. We examine how everyday `retirement planning` and `etf investing` expose regular individuals to private equity through various `money management` strategies, often without their awareness. This breakdown provides essential insights into the broader financial landscape.

This isn’t about predicting a crash — it’s about understanding hidden leverage, rising debt risk, and indirect exposure already sitting inside diversified portfolios.

Covered in this episode:

• Private equity leverage and systemic risk

• Hidden PE exposure in ETFs and pensions

• Impact on public stocks and credit markets

• Rising interest rates and refinancing risk

• What long-term investors should watch next

00:00 Intro00:45 What is PE?02:38 Exposure through TDF03:30 How LBO Works?05:25 PE Debt Load07:15 Opacity Premium 09:00 Regulatory Blindspots11:41 How to De-risk?

🔔 Facts Not Forecast delivers data-driven stock market and AI tech insights to help investors spot hidden opportunities. Subscribe for more.

👇 Share your thoughts in the comments — which stock do you want us to cover next?

#PrivateEquity#Investing#StockMarket#PortfolioRisk#ETFs#MacroInvesting#FinancialRisk#LongTermInvesting#FactsNotForecast

YouTube Channel:youtube.com/@FactsNotForecast

For decades, Adobe has been the backbone of creative industries, but `artificial intelligence` is now reshaping its entire identity. This video explores how `generative ai` and new `ai tools` are not just bringing new features, but redefining `ai content creation` across the board. Discover how Adobe is leaning into this era of `digital creativity`, ensuring its continued leadership.And how Adobe’s AI advantage is becoming one of the most important stories in tech — and the next decade could redefine the company’s long-term value for investors. In this video, we break down how Adobe is positioning itself in the age of AI, what Firefly means for its ecosystem, and why ADBE stock may be entering a transformational phase.In this breakdown: • Adobe’s AI strategy & Firefly’s role • Why AI strengthens Adobe’s ecosystem • Margin expansion through subscription + enterprise adoption • Competitive landscape: Figma, Canva, Runway, Midjourney • ADBE’s valuation reset & long-term potential • The key risks investors should monitor • Why the next decade matters more than any beforeIf you follow Adobe, ADBE stock, AI companies, or long-term tech investing — this one is for you.🔔 Facts Not Forecast delivers data-driven stock market and AI tech insights to help investors spot hidden opportunities. Subscribe for more.👇 Share your thoughts in the comments — which stock do you want us to cover next?#Adobe #ADBE #AdobeStock #AI #TechStocks #Investing #FireflyAI #StockMarket #FactsNotForecastYouTube Channel:youtube.com/@FactsNotForecast

The recent `cloudflare outage` sent ripples across the digital economy, causing widespread `service disruption` for countless websites and applications. This major `internet problem` underscored the fragility of our `network infrastructure`, leading to significant `website downtime` and immediate market reactions. We analyze the technical implications and economic fallout of such an event, offering a clear, data-driven perspective on system reliability in today's interconnected world.

Just months after the CrowdStrike incident sent shockwaves through the tech world, Cloudflare is back in the spotlight — but this time the stock reaction is surprisingly calm, dropping only 2–3% in pre-market before stabilizing.In today’s episode of Facts Not Forecast, we break down what actually happened, what the outage means for Cloudflare’s core business, and how investors should interpret short-term volatility vs. long-term fundamentals.

Cloudflare still powers a massive portion of global internet traffic, and outages like this raise concerns — but they also reveal the resilience and scale of the platform. We also touch on Cloudflare’s growth story, revenue trends, profitability progress, and what makes $NET such a unique player in cybersecurity, edge computing, and CDN infrastructure.

Whether you’re holding Cloudflare stock, watching the tech sector, or tracking how outages impact internet infrastructure companies, this quick breakdown gives you the facts — not the fear.

Covered in this episode:

• Cloudflare outage explained

• Why the $NET stock barely moved in pre-market

• Comparing this to the CrowdStrike crash and recovery

• Cloudflare’s financial momentum & long-term growth

• Should investors worry… or stay patient?🔔 Facts Not Forecast delivers data-driven stock market and AI tech insights to help investors spot hidden opportunities. Subscribe for more.👇 Share your thoughts in the comments — which stock do you want us to cover next?#cloudflare #cloudflareoutage #techstocks #stockmarketnews #investing #internetoutage #cybersecurity #stockanalysis #growthstocks #edgecomputing #factsnotforecastYouTube Channel:youtube.com/@FactsNotForecast

While many perceive Amazon through its vast logistics and delivery network, this video explores the company's true operational power. We dive into Amazon's diverse business segments, including AWS and advertising, alongside the significant role of robotics and automation within its advanced warehouse operations. This look beyond the brown boxes reveals the strategic decisions that continue to shape the ecommerce giant, a vision originally championed by jeff bezos.

In this video, we break down how AWS quietly became:

• One of the most profitable businesses in the world

• The core driver of Amazon’s free cash flow

• A foundational pillar of the AI boom, cloud computing, and enterprise tech

• The reason Amazon’s valuation continues to rise despite thin retail margins

• A dominant force competing with Microsoft Azure and Google Cloud

We cover everything investors need to know about Amazon & AWS:

• AWS revenue growth vs Amazon retail growth

• AWS operating income, margins, and cash generation

• Why AWS is critical for AI infrastructure and large-scale computing

• Whether Amazon stock (AMZN) is undervalued based on AWS alone

• The long-term outlook for AWS in cloud, AI, data centers, and enterprise spending

• Why Amazon retail looks weak — but Amazon the company is extremely strongIf you want a clear, data-driven, investor-focused explanation of Amazon’s true business, this episode breaks it down.

00:00 Intro

01:52 AMZN Market Share

02:55 AWS MOT & Operational Leverage

04:21 AI Tailwinds

06:20 Stratergic Investment

07:34 Amazon Financials

10:00 Growth Forecast11:00 Final Takeaway

🔔 Facts Not Forecast delivers data-driven stock market and AI tech insights to help investors spot hidden opportunities. Subscribe for more.

👇 Share your thoughts in the comments — which stock do you want us to cover next?

#Amazon #AWS #AmazonStock #AMZN #AWSCloud #CloudComputing #AIGrowth #AIInfrastructure #TechStocks #StockAnalysis #Investing #Equities #FactsNotForecast

YouTube Channel:youtube.com/@FactsNotForecast