Nokia Surged on Nvidia's Investment — Then Gave It Back. Buy the Dip? (NOK Q2 2026)
Nokia stock surged on Nvidia's investment and AI RAN hype — then gave much of it back. We ran the numbers on NOK's Q2 2026 earnings to see if the sell-off is a buying opportunity or a warning sign.Nok...
1 Sep 16min
AppLovin Fell 38% — Broken Thesis or Buying Opportunity? (APP Stock Deep Dive)
AppLovin (APP) stock fell 38% after earnings — but is the digital advertising thesis actually broken, or is this a buying opportunity? Shares dropped roughly 38% after AppLovin's latest report, and in...
27 Aug 25min
ENVX Stock: CEO Quits Days After Q2 Earnings Miss
Enovix stock just hit an all-time low — and then the CEO abruptly resigned. We break down the Q2 2026 earnings, the cash runway, and whether this small bet is still worth holding.Enovix (ENVX) stock c...
25 Aug 12min
Why We're NOT Buying Fastly (Even at 22% Growth)
Fastly's revenue just re-accelerated into the mid-20% range — but our reverse DCF says the stock still needs 22%+ FCF growth for a decade to justify $26. Here's why that's a hard pass for now.Part 3 o...
25 Aug 11min
What Is Cloudflare's Biggest Risk? Hyperscaler Vertical Integration -- CSI Supply / Value Chain Demo
Cloudflare is growing 30%+ a year — but our supply chain mapping shows a warning sign most investors are missing.In this deep dive, we map the entire CDN supply chain — from hyperscaler and neocloud i...
20 Aug 15min
The CDN Stocks Compared: Cloudflare vs. Akamai vs. Fastly | New Dashboard Preview
CDNs have quietly become one of the most important layers of internet and AI infrastructure, moving everything from website traffic to large-scale AI data transfer. In this episode we compare the thre...
18 Aug 9min
SMCI: Everyone's Bullish Again — The Numbers Say Otherwise
Super Micro Computer is trending on social media again. Before you follow the hype, here's what the actual numbers say.CSI breaks down SMCI's most recent quarter using fiscal.ai data — gross profit ma...
17 Aug 8min
Applied Materials (AMAT): Record Quarter, China Recovery & the Selloff Explained
Applied Materials just guided toward its first ever quarter exceeding ten billion dollars in revenue, with year-over-year growth above fifty percent at the midpoint. Nick breaks down the full AMAT upd...
17 Aug 12min
