Blaize Holdings (NASDAQ: BZAI ) shares have been on a decent run-up; the stock is up almost 14% over the past 5 days. The company has ridden some nice AI tailwinds going into 2H25, but now it needsI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service t ...