Is Quantum Computing Profitable Yet? 2026 Stock Update And The Top Stocks For Quantum Computing
It has been one full year since we last reviewed the state of quantum computing and named Google our top pick in the sector. In this episode of Chip Stock Investor, we revisit that thesis to see how G...
29 Joulu 202512min
How to Invest In Chip Stocks 2026 -- AI Data Center Networking, Optical, and Silicon Photonics
The AI supercycle is expanding beyond just GPUs. In our first episode of the 2026 series, we break down the critical infrastructure that acts as the "roads and freeways" for data: data center networki...
27 Joulu 202521min
Pure Storage Revenue is Up, But Investors Are Spooked (Here is Why)
Pure Storage just beat earnings guidance, but the market seems nervous about their new hyperscaler customer strategy?<br>In this video, we break down Pure Storage’s (PSTG) fiscal Q3 2026 earnings. The...
23 Joulu 20259min
MU Earnings: Sold Out Capacity, Record Sales... Why We're Cautious.
Micron just reported a record-breaking quarter with $13.6 billion in revenue and confirmed that their capacity is fully booked through 2026. We analyze the company's impressive sequential growth and t...
18 Joulu 202510min
The AI Data Center Stock (That's Not Nvidia)
Caterpillar isn't just moving dirt—they've been powering the grid for decades. But now, that "boring" energy business is becoming the main event.<br>In this video, we break down how Caterpillar’s long...
17 Joulu 202514min
The "No-Regrets" Robotics Investment Portfolio
Everyone is focused on the "Brain" of the robot (AI models), but they are ignoring the "Body"—the sensors, power chips, and actuators needed to make them move.<br>In this video, we break down the robo...
15 Joulu 202520min
Are We Selling Oracle (ORCL) Stock?
Oracle is increasing capital spending by $15 Billion, but they didn't raise their revenue guidance. <br>In this video, we break down the multiple factors impacting Oracle’s (ORCL) Fiscal Q2 2026 earni...
12 Joulu 20259min
Netflix vs. Paramount: The Hostile War for Warner Bros. Discovery
Netflix just bid $83 Billion for Warner Bros, but they left out half the company. Now, a hostile takeover from Paramount could ruin everything. Here is why we aren't buying Netflix stock on this news....
12 Joulu 202517min
