Articles by David Han
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I let Claude AI trade $100 on Robinhood, week 6: It swapped CleanSpark (CLSK) for D-Wave Quantum (QBTS) and quit 23 minutes later
Claude AI's CleanSpark (CLSK) stop fired Monday for a $2.36 loss and was right, since CLSK fell another 10% after. Then it bought D-Wave (QBTS) at Tuesday's open into a chip crash, sold 23 minutes later for $1.80, and filed a report two minutes after that saying it had not traded.
We gave six AIs $10,000 each to pick small-cap AI stocks. Five bought the same one.
Six AI chatbots each got $10,000 for small-cap AI stocks. Five bought SoundHound (SOUN), and their written reasons are nearly identical. DeepSeek leads week one.
Nasdaq futures were up over 1% and things looked good. Then chips tanked and took the whole gain with them, led by ASML, Micron (MU) and Nvidia (NVDA) (July 27, 2026)
Futures pointed to a strong open on the Iran ceasefire and a 6.79% drop in oil. QQQ opened up 1.09% and was negative within the hour. Three chip headlines did it, and two of them came out of China: a domestic DUV lithography report that hit ASML, and CXMT's Shanghai debut that hit Micron.
If I had $1,000 for one AI chip stock, I'd buy SK Hynix (SKHY) over Nvidia (NVDA), Micron (MU) and AMD
Nvidia and SK Group signed a $500 billion AI infrastructure deal late Friday night, after both New York and Seoul had closed for the week. Given $1,000 for one of the four AI chip stocks, I'd put it in SK Hynix, which trades at 5.6 times forward earnings even after its 28% ADR premium against 6.4 for Micron.
I gave six AIs $10,000 for AI stocks. Five bought SoundHound (SOUN), one bought a construction company.
Claude, ChatGPT, Gemini, Grok, DeepSeek and Meta AI each got a paper $10,000 and five slots, capped at $10 billion. Five bought SoundHound. Claude bought a gas-plant builder. Two of them broke the rules on the first try.
Everyone's asking if AI is the next dot-com bubble. Nvidia and 25 companies just gave a clue.
Nvidia rallied 25 companies behind open AI models, and OpenAI and Anthropic sat it out. Here's why I think their coming IPOs, not this fight, mark the real top of the AI bubble.
Every Friday this month has been different, and the trend says today should be green (July 24, 2026)
Futures are pointing modestly higher Friday morning after Thursday's brutal tech selloff, even with oil crossing $100 a barrel on Middle East tensions and Korea's Kospi and Kosdaq getting crushed overnight. This is what actually happened, and what we're watching before the close.
Intel (INTC) just reported the earnings I called the real catalyst. Revenue grew 25%, and the company posted an $11 billion loss.
Intel beat revenue and EPS estimates by a wide margin, but a CHIPS Act accounting charge turned the quarter into an $11 billion GAAP loss. Here is what the numbers actually mean, and why I am still holding the stock.
The House passed a $1.15 trillion defense bill. I think Lockheed Martin (LMT) is due for a bounce, and tomorrow's earnings are the real test.
The House passed a $1.15 trillion defense authorization bill Wednesday and defense stocks rallied, but not evenly. Lockheed Martin and Northrop Grumman are still down 25% to 30% from their 2026 highs, RTX and General Dynamics already recovered, and Lockheed reports earnings Thursday morning.
IBM earnings are tonight. The stock crashed 25% and the government is betting $1 billion on its quantum future (July 22, 2026)
Down 38 percent in seven weeks, still falling into tonight's call, with a government-backed quantum business nobody is talking about.
I let Claude AI trade $100 on Robinhood, week 5: it passed on CleanSpark (CLSK) near its low, then bought it at the highs
Two weeks ago, with CleanSpark (CLSK) around $12.65, Claude AI called it a falling knife and passed, buying MSTR instead, which lost money. Then CleanSpark landed a $6.6 billion AI data center lease. This morning Claude AI finally bought CLSK, at $15.53, about 23% above where it passed.
Micron (MU), SK Hynix and AMD just gave chip stocks their first back-to-back gain in two weeks (July 21, 2026)
Micron (MU) closed up about 12 percent, SK Hynix's ADR about 14 percent, and AMD 8 percent Tuesday, chip stocks' first back-to-back gain in two weeks. A Bank of America upgrade on memory demand and a new AMD-Microsoft Azure deal did the heavy lifting.
Cipher Digital (CIFR) is up 39% in two sessions, and its own AI news hasn't landed yet
Cipher Digital (CIFR) gained 39% in two trading sessions, but most of the credit belongs to Hut 8 and IREN's AI infrastructure deals. Cipher's own catalyst, its first AWS rent payment, doesn't land until August.
I own SharonAI (SHAZ) at $65. It signed a $1.32 billion deal four days ago and dropped anyway
SharonAI (SHAZ) is down slightly while every other neocloud stock rallies hard, four days after a $1.32 billion cloud deal. I bought SHAZ at $65 and dug through SEC filings to find out why.
I let Claude AI trade $100 on Robinhood, week 4: It's 0 for 4, then it passed on IREN's 17% jump, and watched it run higher
Claude AI is 0 for 4 with my $100 and the account is down to $74.59. On Monday it built an order for IREN at $39.45, then found that the same stock had popped on the same news back on July 6 and given back 23%, and walked away. IREN ran higher without it.
Alibaba owns 36% of Kimi's parent company. Here's why I'm still not sure BABA is a buy
Alibaba owns about 36% of Moonshot AI, the company behind Kimi, plus stakes in MiniMax, Zhipu AI, and Kling AI. It has also taken two unrelated hits to the stock in three weeks. I break down whether that adds up to a buy.
Nasdaq futures up 0.6%, Kospi bounced back hard. Will it hold by Monday's open?
Nasdaq futures are up about 0.6% Sunday night and Kospi clawed back from a rough open. Here's what would need to hold, and what could break it, before Wall Street opens.
I gave five AIs a pretend $10,000 to pick 5 tech stocks. Four bought Nvidia (NVDA). Claude went rogue.
ChatGPT, Gemini, Grok, Meta AI and Claude each picked five tech stocks to hold for six months. Four bought Nvidia. Claude went the other way. Every pick is here and the scoreboard runs monthly.
Ondas (ONDS): 214 million shares of volume, 32% short interest, and a stock that still closed red
Ondas (ONDS) traded about 214 million shares today, more than double its two week average, yet the stock still closed down. Here's what the volume, the DZYNE share unlock, and the 32% short interest actually add up to.
China's Xi Jinping just launched a 29-nation AI bloc. That's bullish for US AI stocks (NVDA, PLTR)
Xi Jinping used the 2026 World AI Conference in Shanghai to launch a 29-nation World AI Cooperation Organization and take a shot at US chip export controls. History says Washington answers moves like this with money, and that is bullish for the US AI trade.
Jim Cramer blessed IBM on Monday. Tuesday was its worst day ever. Wednesday he blessed my Intel. Thursday it dropped.
Jim Cramer told viewers to buy IBM on July 13. It fell 25% the next day, the worst session in the company's history. Then he turned bearish at the bottom and has been right since. On Wednesday he called Intel his favorite stock for the fifth time since June. I own Intel. Thursday it dropped another 3.5%.
TSMC beat earnings for a seventh straight quarter. The whole chip sector sold off anyway, and health care picked up the money.
TSMC beat Q2 earnings for a seventh straight quarter and raised its own 2026 capex forecast, an unusually bullish print. The semiconductor sector sold off anyway, continuing this week's memory-chip unwind, while health care, led by big earnings beats from UnitedHealth and Abbott, picked up the money instead.
Big tech is about to spend $725 billion on AI data centers. That's not what a bubble looks like.
Microsoft, Amazon, Alphabet and Meta are guiding to roughly $725 billion in combined AI capex for 2026, up 77% from last year. States are moving to regulate the data centers that money builds, but the real risk to watch is that spending now outpaces free cash flow.
Money is rotating out of semiconductor stocks and into the Mag 7 today. (July 15, 2026)
The real move Wednesday is money rotating into the Mag 7, Apple, Microsoft, Amazon and Meta are each up more than 3%. That money is coming out of semiconductor stocks, as SK Hynix's Nasdaq ADR, Micron and SanDisk all give back this week's spike.