SpaceX IPO, Orbital Data Centers & Investing in Quantum Computing | CSI with Simon Erickson of 7investing
In this episode of CSI Live, Nick sits down with Simon Erickson from 7investing to unpack the latest breakthroughs in high-tech infrastructure. The conversation kicks off with a look at the massive Sp...
24 Kesä 31min
Micron Passed 4 of 5 — Here's the One That Didn't
Micron stock gets the full Chip Stock Investor checklist treatment in this Semi Insider Live session. We walk through revenue trends, operating margin, free cash flow, per-share profit growth, and bal...
19 Kesä 5min
NextPower (NXT) Stock Analysis: Solar Tracking Expansion and Valuation Data
In this episode of Chip Stock Investor, Nick and Kasey analyze NextPower (formerly Nextracker), evaluating its transition from specialized solar tracking to broader power generation and distribution. ...
18 Kesä 9min
Figma Q1 Earnings: Revenue Soars 46%, Stock Still Pricey
Figma's Q1 2026 revenue grew 46% YoY to $333M, with net dollar retention hitting a multi-year high of 139%. But even after its post-IPO slide, the stock still trades at ~75x next-12-month free cash fl...
16 Kesä 12min
Cyclical vs. Non-Cyclical Stocks Explained: The CSI Investment Framework
Is memory truly cyclical, or has the AI data center boom changed the rules? In Part 2 of the How CSI Invests series, Nick and Kasey tackle one of the most debated questions among semiconductor investo...
12 Kesä 21min
Why Flex Ltd. Just Surged 80% — And What Happens When the Spinoff Closes
Flex Ltd., ticker FLEX, surged roughly eighty percent in a single month — and the company hasn't even completed the spinoff that sparked it. Nick and Kasey cover this electronics manufacturing service...
11 Kesä 17min
Coherent (COHR): NVIDIA's $2B Bet on Optical Networking's Moment
Optical networking has spent years as a niche corner of the semiconductor industry. CSI makes the case that the moment for companies like Coherent may have finally arrived — and NVIDIA's two-billion-d...
9 Kesä 11min
Broadcom Q2 FY2026: Why a Blowout Report Still Sent the Stock Down 10%
Broadcom just delivered another strong earnings report for Q2 fiscal 2026, and the stock fell more than ten percent. CSI breaks down exactly why that happened, what it means for long-term holders, and...
9 Kesä 11min
