ARM Holdings: Why We're Still Not Buying the Stock
ARM Holdings just made history. For 35 years, ARM was a licensing company — selling IP blueprints to Apple, Nvidia, and Qualcomm. Now they're designing and selling their OWN chips.The ARM AGI CPU is t...
6 Apr 9min
What the Luddites Teach Us About AI ft. Jacob Goldstein
What can a group of machine-smashing craftsmen from 1800s England teach us about AI, data centers, and the chip trade? More than you'd think.We brought in Jacob Goldstein — host of Business History Po...
3 Apr 46min
ASML's Advanced Packaging Play: What Investors Need to Know
ASML is known for one thing: the most advanced EUV lithography machines on the planet. But there's a quieter story developing in their advanced packaging division that's worth paying attention to.Whil...
30 Mar 8min
IPG Photonics: The Laser Stock Benefiting From AI Infrastructure
IPG Photonics just dropped an earnings report without mentioning AI once. In a world where every tech company is waving the AI wand, that's either boring or brilliant — we think it's the latter.IPGP i...
28 Mar 13min
Investing in the Next Memory Cycle: HBF, SanDisk, and the Fab Five
Is High-Bandwidth Flash (HBF) a direct competitor to HBM, or something entirely new? In this episode, we break down the technology of High-Bandwidth Flash (HBF) and its role in solving the "memory wal...
25 Mar 10min
The AI Software Apocalypse Revolution: How to Value Cybersecurity Stocks in 2026
Are the hyperscalers including Alphabet the ultimate cybersecurity investment for 2026? While hyperscalers like Microsoft—boasting a projected $37 billion in fiscal 2025 revenue—Google, and Amazon are...
23 Mar 12min
Micron's Blowout Quarter -- Can It Continue in 2026?
Chip Stock Investor breaks down Micron’s Q2 fiscal 2026 earnings, highlighting nearly $24B in quarterly revenue (tripling year over year), surging AI data center demand, and standout Q3 guidance of $3...
21 Mar 10min
Can Nvidia Really Reach 1 Trillion In Revenue? NVDA and Groq Team Up
Nvidia’s GTC 2026 is finishing up and there is a lot of focus on AI inference. Remember that licensing deal with Groq? By pairing Groq 3 LPX compute with Vera Rubin systems, Nvidia is targeting a 10x ...
19 Mar 9min
