Nvidia the Fraud? An Explanation of the Bear Thesis and Accusations
The market is pulling back (NASDAQ down 8.5%, and the bearish claims against Nvidia and the entire AI data center build-out are louder than ever. <br>Claims are circulating that the AI boom is a "hous...
22 Marras 202517min
Is Nvidia Stock Still A Good Investment For 2026? NVDA Earnings Review
NVIDIA just delivered its Q3 2025 earnings update, setting the stage for 2026. The big question for Chip Stock Investors: Is NVDA still a good stock to own heading into the new year? <br>In this moder...
20 Marras 20259min
What Is Depreciation? Are Nvidia and Hyperscaler Investors In Trouble?
Michael Burry, the investor made famous by The Big Short, is warning of a major risk in the AI data center boom. He claims hyperscalers like Meta are understating depreciation to artificially inflate ...
18 Marras 202511min
Ubiquiti (UI) and Arlo: Strategic Moves in the Tech Equipment Space
In this episode of Chip Stock Investor, we provide an in-depth update on Ubiquiti and Arlo Technologies. <br>We discuss Ubiquiti’s recent financial performance, including their sequential revenue grow...
15 Marras 202514min
Want To Invest In Robotics? It's Not Where You Think (ALGM Stock)
Allegro MicroSystems (ALGM), is key fabless designer that has a large power chip and sensor portfolio. Historically ALGM has been primarily in the auto and industrial end market. and now has more cust...
13 Marras 202516min
AppLovin: Digital Ads are AI's Most Profitable Use Case | Q3 2025 Earnings
Is the most profitable use of AI in 2025 generating videos of kittens trading stocks? Not quite. The digital advertising industry still reigns supreme as the best use of AI, and AppLovin stands out as...
10 Marras 202510min
Ouster (OUST) Stock Analysis: Should You Buy The Dip After Earnings?
Ouster (OUST) is a small-cap player in LIDAR, aiming for a role in AI infrastructure and Physical AI. After a pullback following its Q3 2025 earnings, we dive into the financials to see if this "prove...
10 Marras 202513min
AMD Q3 2025 -- Do OpenAI and Oracle Deals Warrant A Buy Now?
While all the focus is on the massive AI Data Center deals with OpenAI and Oracle, which could generate over $100 billion in revenue over ther course of 3 years , the near-term profit story is all abo...
6 Marras 202511min
