The Best Memory Stocks For 2026: How To Play the Memory Shortage
Memory shortages are all the rage in 2026. How should you play the AI data center supply crunch?<br>We discussed this back in 2025, and now it is here: Memory shortages are hitting the AI data center ...
15 Tammi 15min
TSMC vs. Amkor vs. Aehr: Which Chip Stock is the Best Buy for 2026?
CSI is analyzing the semiconductor manufacturing supply chain: TSMC, Amkor, and Aehr Test Systems.<br>Time to go back to our roots! In this episode, we’re breaking down the semiconductor manufacturing...
13 Tammi 15min
Top 3 Autonomous Driving & Robot Stocks For 2026
Automotive and robotics are converging in 2026, and in this update, we analyze the recovery trends and strategy for industry leaders Nvidia, Qualcomm, and Mobileye. We break down Nvidia's deeper push ...
11 Tammi 15min
Beyond the GPU: Nvidia’s Secret Weapon for AI Inference in 2026
Nvidia just kicked off 2026 with a full stack announcement at CES. From the new Vera Rubin architecture to the Bluefield-4 DPU, we're breaking down why Nvidia remains our top stock pick for the year.<...
8 Tammi 13min
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
