AppLovin: Digital Ads are AI's Most Profitable Use Case | Q3 2025 Earnings
Is the most profitable use of AI in 2025 generating videos of kittens trading stocks? Not quite. The digital advertising industry still reigns supreme as the best use of AI, and AppLovin stands out as...
10 Nov 202510min
Ouster (OUST) Stock Analysis: Should You Buy The Dip After Earnings?
Ouster (OUST) is a small-cap player in LIDAR, aiming for a role in AI infrastructure and Physical AI. After a pullback following its Q3 2025 earnings, we dive into the financials to see if this "prove...
10 Nov 202513min
AMD Q3 2025 -- Do OpenAI and Oracle Deals Warrant A Buy Now?
While all the focus is on the massive AI Data Center deals with OpenAI and Oracle, which could generate over $100 billion in revenue over ther course of 3 years , the near-term profit story is all abo...
6 Nov 202511min
The Real Reason ServiceNow & Netflix Are Splitting Stock (It's Not What You Think)
ServiceNow and Netflix are splitting their stock in late 2025! In this video, we break down ServiceNow's 5-for-1 split (happening in December) and Netflix's 10-for-1 split (in November).<br>We dive in...
3 Nov 202511min
NVIDIA's $1B Investment in Nokia: AI's Expansion Beyond the Data Center and the Dawn of 6G
NVIDIA is investing $1 billion in Nokia to accelerate AI Radio Access Network (RAN) and research for 6G communications. This deal is an example of AI expanding beyond centralized data centers and into...
30 Okt 202513min
Lam Research: China Risks vs. NAND Demand (LRCX Stock Analysis)
Lam Research (LRCX) just released its September 2025 quarter earnings. Can the wafer fab equipment leader sustain its run?<br>We break down the critical China sales concern (43% of revenue) and the US...
25 Okt 202513min
GEV Is Making Moves & Turbocharging the Energy Grid (GEV Stock Analysis)
In this research update, we dissect GE Vernova's recent strategic announcement: the Prolec Acquisition, where GEV plans to buy the remaining 50% stake in the Prolec GE joint venture for $5.275 billion...
24 Okt 202512min
Why Did Astera Labs, Credo Technology, and Other Hot Stocks "Crash"?
Check out last week's video on ANET, AVGO, & Nvidia: https://youtu.be/FYBaX9tqWAA<br>Astera Labs and its peer Credo Technology Group is pulling back substantially from recent all-time highs. We dive i...
21 Okt 20259min
