First Solar: The Cheapest Semiconductor Stock Nobody Is Watching — Value Opportunity or Value Trap?
Almost nothing in semiconductor land is cheap right now. First Solar might be the exception — and that is worth paying attention to, even if you have never thought of a solar panel manufacturer as a c...
8 Mai 15min
Prediction Markets Are Going Mainstream — Wall Street Is Already In, and Robinhood vs. Interactive Brokers Is the Trade
Prediction markets have been easy to dismiss as a gambling product dressed up in financial language. That became harder to do when Intercontinental Exchange — the company that owns the New York Stock ...
7 Mai 9min
Seagate EPS Up 115% and a Record Decade in Free Cash Flow — But Is the "Structural Shift" Actually Real?
Seagate just reported its best free cash flow in a decade. EPS is up 115% year over year. Revenue grew 44%. Management is calling it a structural shift — the idea that nearline hard disk drives have p...
5 Mai 13min
Advantest Controls 70% of AI Chip Testing — Up 450% in a Year — and Whether the Valuation Still Makes Sense
Many investors were not aware of Advantest. This Japanese company quietly controls roughly 70% of the global semiconductor test equipment market — the quality assurance layer that every AI chip, every...
1 Mai 10min
We Called GE Vernova Two Years Ago. Here Is What the Thesis Looks Like Now — And Whether to Keep Holding.
Two years ago, Nick called out GE Vernova when the profit margin was still near zero and the company had just been spun off from GE. The thesis was straightforward: free of the conglomerate, managemen...
30 Apr 10min
LRCX Earnings: Record Revenue, $6.6B Guidance, and the Memory Supercycle Driving Lam Research's Best Quarter Ever
Lam Research just reported its best quarter ever — and then guided the next quarter to $6.6 billion in revenue. Wall Street was expecting $6.1 billion. In this episode, Nick and Kasey break down every...
23 Apr 9min
Why Amazon Just Spent $12 Billion on a Money-Losing Satellite Company — And the Supply Chain Stock That Benefits Most
Amazon just agreed to acquire Globalstar for somewhere between $11 and $12 billion. The catch: Globalstar did $273 million in revenue last year and has never been consistently profitable. So what exac...
23 Apr 16min
Aehr Test Systems (AEHR): We Called the $60M Stock Raise — Here's What Investors Need to Know Now
We've been following Aehr Test Systems since late 2022. We watched it run from a micro-cap to a $3 billion market cap on the back of AI accelerator hype — and we called what was coming next.In this ep...
22 Apr 7min
