Cybersecurity & Capital Allocation: Is Rubrik (RBRK) a Buy?
Rubrik (RBRK) stock is down near $70 after peaking above $89 — but its subscription ARR is still growing over 30%. Here's the reverse DCF and margin math behind why the recovery has stalled.Rubrik (NY...
2 Heinä 10min
Micron's $100 Billion Backlog: Are Take-or-Pay Agreements Changing the Memory Cycle?
The memory chip industry has historically been plagued by vicious boom-and-bust cycles, but Micron is taking aggressive steps to rewrite the rules. In this episode of Chip Stock Investor, we discuss S...
30 Kesä 17min
AppLovin Stock: Is It Time to Buy the Dip?
AppLovin stock posted 59% revenue growth and a 70% free cash flow margin in Q1 2026—numbers that look more like cheat codes than a real business. We break down what makes the Axon 2.0 machine learning...
27 Kesä 12min
AI Data Center Supply Chains & Indium Phosphide: A Look at Oxford Instruments
In this episode, CSI is cutting through the social media noise to bring you a vintage Chip Stock Investor breakdown of the semiconductor supply chain. Today, we are putting the spotlight on Oxford Ins...
25 Kesä 14min
SpaceX IPO, Orbital Data Centers & Investing in Quantum Computing | CSI with Simon Erickson of 7investing
In this episode of CSI Live, Nick sits down with Simon Erickson from 7investing to unpack the latest breakthroughs in high-tech infrastructure. The conversation kicks off with a look at the massive Sp...
24 Kesä 31min
NextPower (NXT) Stock Analysis: Solar Tracking Expansion and Valuation Data
In this episode of Chip Stock Investor, Nick and Kasey analyze NextPower (formerly Nextracker), evaluating its transition from specialized solar tracking to broader power generation and distribution. ...
18 Kesä 9min
Figma Q1 Earnings: Revenue Soars 46%, Stock Still Pricey
Figma's Q1 2026 revenue grew 46% YoY to $333M, with net dollar retention hitting a multi-year high of 139%. But even after its post-IPO slide, the stock still trades at ~75x next-12-month free cash fl...
16 Kesä 12min
