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Is Everspin Technologies the Next AI Edge Breakout?
Submitted by Thomas Hughes. First Published: 5/18/2026.
Key Points
- Everspin Technologies is the leading source of MRAM memory, the next big thing in AI.
- MRAM is critical for applications requiring energy, radiation, or heat tolerance, as well as unlimited rewrite capacity.
- Stock price action is bullish, but investors should not chase prices, as volatility and a summer pullback is likely.
- Special Report: Elon Musk already made me a “wealthy man”
Everspin Technologies (NASDAQ: MRAM) could be the next major AI winner because AI is driving applications at the edge, and the edge is where Everspin Technologies is best positioned. In fact, its products are not only well suited for edge applications; they are best in class for them, and demand is accelerating.
Everspin Technologies produces magneto-resistive random access memory (MRAM), a technology that combines the speed of SRAM with the durability of flash, among other advantages.
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The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions.
See the 5 stocks to avoidMRAM differs from traditional memory because it is based on electron spin rather than charge. This enables low-energy memory storage and resistance to power loss, radiation, heat, and nearly unlimited write endurance. The applications are virtually unlimited, but several drawbacks are weighing on the outlook. These include higher costs than traditional memory and a more complex manufacturing process. MRAM also offers lower memory density and requires more power for the initial write, so demand tends to be concentrated in more specialized applications, including consumer wearables, microcontrollers, and aerospace and defense industries.
Everspin Outperforms, Raises Guidance Amid Capacity Expansion
Everspin had a solid quarter, with Q1 results highlighting its growth trajectory. The microcap company reported $14.87 million in net revenue, up 13.5% year-over-year (YOY), driven by demand in industrial automation, transportation, and data centers. The top line was nearly 200 basis points (bps) better than expected, supported by expanding margins and strong guidance. The company’s margins improved at both the gross and operating levels, resulting in a narrower GAAP loss and better adjusted profitability. Adjusted earnings grew by quadruple digits YOY and were 2,200 bps ahead of MarketBeat’s reported consensus.
Everspin’s guidance is one of the reasons the stock surged following the release. The company expects Q2 results to accelerate sequentially and outperform analysts' consensus estimates, while still leaving room for additional upside. At present, management is guiding for revenue in the range of $16 million, but that figure does not include the impact of new deals. With that in mind, the company could outperform its own guidance on an as-reported basis, and the upside may be substantial.
New deals include a $40 million subcontractor award to support U.S. Defense Industrial Base customers. The award will be paid out over two and a half years, underscoring the company’s growing role as a mission-critical supplier for defense and government applications. The most likely scenario is that additional contracts will follow as the company expands its manufacturing capacity. The recent deal with Microchip not only enhances capacity and reduces long-term risk, but also strengthens Everspin’s domestic manufacturing footprint and its value to defense and government customers.
Institutions Buy In: Don’t Chase Prices
Institutional data reflect a market in accumulation, but investors should be cautious about chasing the stock higher. While institutions are buying at a robust pace, they own less than 50% of the stock, and the market has outpaced analyst sentiment. Analyst sentiment trends point to the potential for extreme volatility. Only two analysts have active ratings; they are split between Buy and Sell, and the lone target implies double-digit downside from the early May highs, setting the stage for a May or summer 2026 price correction.
The stock price action signaled a top in May. Price surged after the April earnings release and will likely trend higher over time, but the early May gap higher and subsequent doji candle point to a near-term top.
The only question is how deep the market may pull back, and the $28 level appears to be the most likely target. Reasons to believe the stock can continue higher over time include MACD convergence, which signals strengthening momentum, and rising trading volume, which reflects increased market interest and conviction in the trade.
Everspin’s primary risk in 2026 is its dependence on government contracts. While not its only revenue source, it is a key driver and remains vulnerable to delays and disruptions. Additionally, intense competition in the non-volatile memory market could hinder Everspin’s ability to reach critical milestones. However, its unique approach, profitability, and clear utility make it a compelling speculation for investors and a takeover candidate for larger tech companies. Potential buyers include Microchip Technology, with whom Everspin is already doing business, Honewell, given MRAM’s importance in defense applications, and Taiwan Semiconductor (NYSE: TSM), a leader in embedding MRAM on traditional silicon. Catalysts include new and upcoming product qualifications that expand the addressable market.
A Deep Dive Into NVIDIA’s Latest Portfolio Moves
Submitted by Leo Miller. First Published: 5/19/2026.
Key Points
- NVIDIA has been making multi-billion-dollar deals left and right as the company looks to strengthen its AI supply chain
- However, several recent investments did not show up in its latest 13F filing
- See why this was the case and what SEC filings say about the company's position in CoreWeave versus Nebius
- Special Report: Elon Musk already made me a “wealthy man”
Over the past several months, semiconductor giant and the world’s most valuable company, NVIDIA (NASDAQ: NVDA), has not been shy about making equity investments.
The company announced multibillion-dollar stakes in several firms in 2026.
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The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions.
See the 5 stocks to avoidHowever, its latest 13F filing reveals a few interesting wrinkles, including the omission of several stocks NVIDIA publicly said it had taken positions in.
The company also significantly increased its position in a top neo-cloud provider and bought shares in a little-known biotech company.
These are the biggest takeaways from NVIDIA’s Q1 2026 13F filing, along with a breakdown of these seemingly mysterious omissions.
Coherent, Lumentum, and Marvell: Why 1 Showed Up and 2 Didn’t
During Q1, NVIDIA announced $2 billion investments in three semiconductor stocks. However, only one appeared in its filing. That company is Coherent (NYSE: COHR), which makes optical transceivers and other optical networking components. As data center demand for optical networking has taken off, so have Coherent shares. Over the last 12 months, Coherent stock is up 350%.
Its investment in Coherent comes as NVIDIA looks to help the company increase its production capacity, supporting the rollout of NVIDIA’s optical networking solutions. NVIDIA also made a “multibillion-dollar purchase commitment” for Coherent’s products.
However, NVIDIA also announced a very similar investment in Lumentum (NASDAQ: LITE) on the same day in early March. Interestingly, Lumentum did not appear on NVIDIA’s 13F. Looking at the regulatory filings related to these investments reveals why.
With Coherent, NVIDIA purchased the company’s common stock—the same type of stock that any investor can easily buy. On the other hand, with Lumentum, NVIDIA bought its “Series A Convertible Preferred Stock,” which does not appear on the SEC’s List of Section 13F Securities. Thus, NVIDIA’s purchase was not reportable in its 13F. If NVIDIA converts these securities into common stock, they will show up in future 13Fs.
The case appears to be the same with NVIDIA’s $2 billion investment in Marvell Technology (NASDAQ: MRVL), which also did not show up on its 13F. The moral of the story is that these investments are very real, but the deal structures are keeping them off the 13F filing for now.
CoreWeave Gets Big-Time Injection of NVIDIA Capital, But What About Nebius?
Another intriguing move is the fact that NVIDIA greatly increased its holdings in neo-cloud provider CoreWeave (NASDAQ: CRWV). Overall, NVIDIA’s shares held in CoreWeave increased by 95% from 24.28 million to 47.21 million. As CoreWeave also appreciated, the dollar size of its position increased even more, by 110%.
At the end of Q1, NVIDIA’s investment in CoreWeave was worth $3.657 billion, making the stock its second-largest holding. The $2 billion common stock investment NVIDIA announced in January is reflected in its latest 13F.
On the other hand, NVIDIA’s 13F did not show an increase in its shares held in its other neo-cloud position, Nebius (NASDAQ: NBIS). According to the filing, NVIDIA’s investment in Nebius was worth nearly $123 million at the end of Q1, making the stock its second-smallest holding at 0.7%. However, NVIDIA also announced an additional $2 billion investment in Nebius in mid-March.
Once again, looking at the regulatory filing shows why. Rather than buying Nebius’s common stock, NVIDIA purchased $2 billion worth of pre-funded warrants. Practically speaking, this is the same as buying common stock, as NVIDIA has already paid the $2 billion, which Nebius recorded in its cash from financing. However, until NVIDIA exercises the warrants and converts them into common stock, they will not show up on NVIDIA’s 13F.
Thus, at first glance, the 13F appears to show NVIDIA giving preference to CoreWeave, investing $2 billion in the firm while leaving its Nebius position unchanged. However, a closer examination shows that this is not the case. NVIDIA invested $2 billion in both companies in Q1, but only the CoreWeave investment is visible in its 13F at this point.
Intel, Synopsys, Nokia Hold Steady, NVIDIA Dips Toe Back Into Biotech
NVIDIA did not increase its holdings of Intel (NASDAQ: INTC), Synopsys (NASDAQ: SNPS), or Nokia (NYSE: NOK) in Q1. Intel continues to be its largest holding at 51.6% of the portfolio, Synopsys is third at 10.4%, and Nokia is fifth at 7.3%. Note that these percentages only account for the holdings on the 13F, excluding the investments in Lumentum, Marvell, and the additional allocation to Nebius.
NVIDIA also made a very small $10.4 million investment in Generate Biomedicines (NASDAQ: GENB). Generate puts AI at the forefront of its drug discovery process. Its leading product candidate is GB-0895, intended to treat severe asthma. Notably, this isn’t the first time NVIDIA has invested in a biotech company. It held a position in Recursion Pharmaceuticals (NASDAQ: RXRX) for over a year but sold it in Q4 2025. Over the life of its reportable investment in Recursion, the position lost approximately half of its value.
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