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
ASML's Guidance Is Up. So Is the Risk.
ASML just raised guidance at both ends — new range is €36 to €40 billion for 2026, implying around 17% growth year over year. That's a strong result. But the data underneath it tells a more complicate...
21 Apr 8min
The $4 Billion Hype Cycle: Why We're Passing on AXT Inc. (AXTI) and What to Buy Instead
AXT Inc. (AXTI) ran from a $200 million market cap to over $4 billion in a matter of months. Now it's pulled back — and a lot of retail investors are wondering if it's a buying opportunity.CSI says: n...
21 Apr 11min
TSMC's $40 Billion Quarter: Supply Chain Risks, Intel-Tesla, and Who's Threatening the Chip King
Chip fab capacity is maxed out — and TSMC is the biggest winner. But new risks are emerging fast.In this episode, Nick and Kasey break down TSMC's Q2 2026 earnings guidance: $39–40 billion in quarterl...
16 Apr 9min
The Software Apocalypse Hit Veeva Systems — Here's Why We're Still Interested
Veeva Systems has been hammered by the AI-driven software selloff — but when you look past the stock chart, the fundamentals tell a completely different story. Zero debt, over $6 billion in cash, $1.4...
15 Apr 10min
CRCL Deep Dive: Circle Internet Group's First Annual Report, USDC Growth & Whether the Stock Is Worth It
Circle Internet Group (CRCL) just dropped its first annual report — and this "crypto stock" operates more like a bank than most investors realize.We dig into reserve income, USDC in circulation, the C...
14 Apr 13min
Sony's Hidden Chip Empire: How CMOS Sensors Power the Physical AI Revolution | Bob Ma, WIND Ventures
Sony quietly controls 50% of the world's CMOS image sensors — including every camera inside every iPhone. But most investors still think of them as a gaming company.In this episode, Bob Ma, investor a...
9 Apr 34min
AMD vs Intel: Who Wins the 2026 CPU Battle?
The 2026 CPU shortage is making headlines — but the real story isn't a supply crisis. It's Intel losing its data center CPU dominance at exactly the wrong moment, and AMD stepping in to fill the gap.I...
8 Apr 8min
