Beyond AI Data Centers: The Next Big Chip Stock Growth Driver
The CapEx holiday of the 2010s is officially over. After a decade of stagnant infrastructure investment, we’ve hit an inflection point with US manufacturing finally pulling out of a three-year slump. ...
20 Helmi 17min
Is the Software Apocalypse Continues: Buying the AppLovin Dip (APP)
The software apocalypse continues to rattle the market, but AppLovin (APP) is currently operating like a financial "cheat code." Despite the recent stock dip, the core digital ad business is showing e...
18 Helmi 11min
Why We Are Babysitting Astera Labs & Credo (Not a Buy & Hold?)
Astera Labs (ALAB) recently crushed earnings estimates and provided strong guidance for Q1 2026, yet the stock remains down. Why is the market hesitating?<br>In this video, we break down the Q4 financ...
16 Helmi 12min
Is Reddit A Good Buy The Dip Candidate?
In April 2025, we made a strategic move to trim our Pinterest position and buy into Reddit. Now, two years into its life as a public company, we’re looking at the data: Can Reddit survive the AI softw...
16 Helmi 11min
Software Apocalypse or Opportunity? Interview with Braden Dennis, CO-Founder and CEO of Fiscal.ai
Is AI eating the software industry, or is it just making it more powerful?<br>In this episode, we sit down with Braden Dennis, CEO and co-founder of Fiscal.ai, to discuss the shift happening in enterp...
16 Helmi 23min
Tesla’s $20B Pivot: A New Risk for the Semiconductor Supply Chain? (TSLA)
Tesla is embarking on a shift in business operations, and the implications for the semiconductor industry could be significant. In this video, we examine Tesla’s 2026 capital expenditure (CapEx) outlo...
11 Helmi 11min
Lumentum (LITE) vs. Fabrinet (FN): Which AI Stock is the Better Buy?
Is it too late to buy the "Nvidia of Networking"?Lumentum (LITE) and Fabrinet (FN) have been on an absolute tear, with Lumentum up nearly 600% in the last year. Today, we break down why the AI data ce...
9 Helmi 13min
Better Than NVIDIA? Why Memory Shortages are Sending Sandisk (SNDK) to the Moon
We analyze Sandisk's remarkable NVIDIA moment, marked by a 1,000% stock price increase over the past year. Following its 2025 spin-off from Western Digital and the extension of its Flash Ventures part...
7 Helmi 12min
