Qualcomm Is Quietly Becoming an AI Data Center Stock

IBM just unveiled NanoStack, its take on the CFET transistor architecture that succeeds gate-all-around as the next step in chip scaling — and it could turn IBM's patent portfolio into a real semicond...

10 Juli 15min

Marvell (NASDAQ: MRVL) stock has surged since Jensen Huang called it the next trillion-dollar company — we ran a reverse DCF on the Q1 FY2027 earnings to see if the rally is justified.Marvell just pos...

7 Juli 11min

Memory and optical semiconductor stocks have been the standout trade of 2026, with holdings like Micron, SK Hynix, and SanDisk up well over 100% year-to-date on tight supply and rising pricing. In thi...

4 Juli 11min

Rubrik (RBRK) stock is down near $70 after peaking above $89 — but its subscription ARR is still growing over 30%. Here's the reverse DCF and margin math behind why the recovery has stalled.Rubrik (NY...

2 Juli 10min

The memory chip industry has historically been plagued by vicious boom-and-bust cycles, but Micron is taking aggressive steps to rewrite the rules. In this episode of Chip Stock Investor, we discuss S...

30 Juni 17min

AppLovin stock posted 59% revenue growth and a 70% free cash flow margin in Q1 2026—numbers that look more like cheat codes than a real business. We break down what makes the Axon 2.0 machine learning...

27 Juni 12min

In this episode, CSI is cutting through the social media noise to bring you a vintage Chip Stock Investor breakdown of the semiconductor supply chain. Today, we are putting the spotlight on Oxford Ins...

25 Juni 14min