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
Why Flex Ltd. Just Surged 80% — And What Happens When the Spinoff Closes
Flex Ltd., ticker FLEX, surged roughly eighty percent in a single month — and the company hasn't even completed the spinoff that sparked it. Nick and Kasey cover this electronics manufacturing service...
11 Jun 17min
Coherent (COHR): NVIDIA's $2B Bet on Optical Networking's Moment
Optical networking has spent years as a niche corner of the semiconductor industry. CSI makes the case that the moment for companies like Coherent may have finally arrived — and NVIDIA's two-billion-d...
9 Jun 11min
Broadcom Q2 FY2026: Why a Blowout Report Still Sent the Stock Down 10%
Broadcom just delivered another strong earnings report for Q2 fiscal 2026, and the stock fell more than ten percent. CSI breaks down exactly why that happened, what it means for long-term holders, and...
9 Jun 11min
OUST Q1 2026: 49% Growth + Color LiDAR Could Reshape Physical AI Sensors
Ouster ($OUST) just reported $49M in Q1 2026 revenue — up 49% year-over-year — and crossed the 40% gross margin threshold as it shifts toward a fabless model. But the bigger story is product: the new ...
4 Jun 11min
The Dead Stocks That Are Quietly Beating AI
While the market chased AI names, communications software stocks like Twilio (TWLO) and Bandwidth (BAND) quietly re-accelerated. Here's what the financials actually show — and whether these forgotten ...
2 Jun 9min
