The Dead Stocks That Are Quietly Beating AI
While the market chased AI names, communications software stocks like Twilio (TWLO) and Bandwidth (BAND) quietly re-accelerated. Here's what the financials actually show — and whether these forgotten ...
2 Kesä 9min
Wafer Fab Equipment, M&A Moves & The Lab 7 You've Never Heard Of
Are the Fab 5 wafer fab equipment companies — ASML, Applied Materials, Lam Research, Tokyo Electron, and KLA Corp — still worth buying at today's valuations? CSI breaks down 20 years of revenue data a...
29 Touko 15min
Amphenol Deep Dive: AI Data Center Bottleneck, CommScope Drag & Is APH Actually Cheap? (Q1 2026)
Amphenol (APH) just reported Q1 2026 earnings and the stock sold off — but the revenue numbers tell a different story. In this episode, Kasey and Nick break down every segment of Amphenol's business a...
26 Touko 14min
Nvidia Q1 FY2027: $49 Billion in Free Cash Flow, the CPU Supplier Claim That Changes Everything, and Whether NVDA Is Actually Cheap
Nvidia just reported Q1 fiscal year 2027. The numbers are extraordinary even by Nvidia's own standards. Free cash flow of $49 billion. A nearly 60% free cash flow margin. Revenue guidance implying ove...
21 Touko 12min
Hospitals Are Using YETI Coolers for Heart Transplants — TransMedics Just Built Something Better (TMDX Q1 2026)
On the Q1 2026 earnings call for TransMedics, the CEO said something that stopped everyone in their tracks. Major transplant programs, he said, are going to Home Depot and buying YETI coolers to prese...
20 Touko 14min
$750 Billion in AI CapEx: Who Eats First — The Hyperscaler Hierarchy, Neo Cloud Risk, and Enterprise SaaS Under Pressure
Amazon, Microsoft, Alphabet, and Meta just collectively committed to over $750 billion in capital expenditure for 2026. They spent $130 billion in a single quarter. That is a 70% increase from what th...
15 Touko 18min
Faraj Aalaei on Why AI Will Let Anyone Design a Chip — and What Happens When the Semiconductor Industry Finally Catches Up
In 2000, venture capitalists funded 200 semiconductor companies. By 2015, that number had fallen to single digits. The cost of designing a chip went from $33 million in the late 1990s to over $200 mil...
14 Touko 46min
Lumentum: 90% Revenue Growth, a $2 Billion Nvidia Investment, Triple Digits Coming — and the Dilution Story Nobody Is Covering
Over a year ago, CSI did a three-part deep dive on co-packaged optics after Nvidia dedicated an entire segment of its GTC keynote to the technology — naming Lumentum and Coherent as the primary benefi...
13 Touko 10min
