Why AI is "Eating" Software Stocks (And Why We Are Looking for Deals)
While investors have been piling into Nvidia and AI infrastructure, the narrative for Enterprise SaaS has shifted to "all-out destruction." The fear? That AI will disrupt legacy software. The reality?...
28 Marras 202510min
Google Stock: The Real Reason It’s Doubled (It’s Not Just AI)
The media narrative on Google (Alphabet) has flip-flopped again. Suddenly, Google TPUs are "killing" Nvidia, Gemini 3 is here, and the stock is soaring. But is AI dominance really the reason Google st...
26 Marras 202510min
Why Palo Alto Networks Just Spent Billions (PANW Analysis)
Is it time to look past the AI bubble and focus on the infrastructure actually securing it? Today, we’re pivoting to a top secular growth trend: Cybersecurity.<br>With the industry projected to grow 1...
25 Marras 202511min
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
