Episode 44: Investing In China's Chip Manufacturing, Global Foundries' $4B Expansion, and ONTO's AI Customer

IBM just unveiled NanoStack, its take on the CFET transistor architecture that succeeds gate-all-around as the next step in chip scaling — and it could turn IBM's patent portfolio into a real semicond...

10 Jul 15min

Marvell (NASDAQ: MRVL) stock has surged since Jensen Huang called it the next trillion-dollar company — we ran a reverse DCF on the Q1 FY2027 earnings to see if the rally is justified.Marvell just pos...

7 Jul 11min

Memory and optical semiconductor stocks have been the standout trade of 2026, with holdings like Micron, SK Hynix, and SanDisk up well over 100% year-to-date on tight supply and rising pricing. In thi...

4 Jul 11min

Rubrik (RBRK) stock is down near $70 after peaking above $89 — but its subscription ARR is still growing over 30%. Here's the reverse DCF and margin math behind why the recovery has stalled.Rubrik (NY...

2 Jul 10min

The memory chip industry has historically been plagued by vicious boom-and-bust cycles, but Micron is taking aggressive steps to rewrite the rules. In this episode of Chip Stock Investor, we discuss S...

30 Jun 17min

AppLovin stock posted 59% revenue growth and a 70% free cash flow margin in Q1 2026—numbers that look more like cheat codes than a real business. We break down what makes the Axon 2.0 machine learning...

27 Jun 12min

In this episode, CSI is cutting through the social media noise to bring you a vintage Chip Stock Investor breakdown of the semiconductor supply chain. Today, we are putting the spotlight on Oxford Ins...

25 Jun 14min

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 Jun 31min