Micron's $100 Billion Backlog: Are Take-or-Pay Agreements Changing the Memory Cycle?
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: Is It Time to Buy the Dip?
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
AI Data Center Supply Chains & Indium Phosphide: A Look at Oxford Instruments
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
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 Jun 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 Jun 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 Jun 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 Jun 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 Jun 21min
