Episode 14: Two Hot Stocks (Not Apple, Nvidia, or Meta Stock) To Watch Right Now

Episode 14: Two Hot Stocks (Not Apple, Nvidia, or Meta Stock) To Watch Right Now

Apple's Vision Pro announcement was met with a lot of excitement last month. But, Apple stock has already priced in a lot of the hype. So how do you invest in the madness of Apple fans without investing in Apple itself? Enter Universal Display (OLED). This company has been behind the makings of all great OLED screens for years and they will have a hand in the micro-OLED technology that will be in front of our eyes in the new Vision Pro -- as well as possibly in future VR devices from Meta and others. Is Universal Display Corporation a good buy right now? Nick discusses his take on this stock in our newest video. DigitalOcean (DOCN) has officially entered the AI race. How? By acquiring Paperspace, a small startup that has ample Nvidia hardware in place to work on AI. What does this mean for DigitalOcean? Chip Stock Investor analyzes this question, and why we still like DigitalOcean stock for the long haul. Tom's Guide Article Referenced in the Video: https://www.tomsguide.com/news/micro-oled-is-the-next-big-thing-in-displays-and-samsung-and-lg-are-all-in Make sure you check out our Semiconductor Manufacturing Equipment Index. Sign up here: 👉👉👉👉Google Form link https://forms.gle/u1HLCtcwAXitt45y9 ☕☕☕If you feel so inclined please show your support here by fueling our caffeine addiction 👇 https://ko-fi.com/chipstockinvestor In this video we used data, charts and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Nicholas Rossolillo owns shares of Universal Display Corporation and DigitalOcean.

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Avsnitt(492)

Twist Bioscience Soared — We're Still Not Buying

Twist Bioscience Soared — We're Still Not Buying

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The Fastest-Growing Chip Stock Is Also the Most Hated

The Fastest-Growing Chip Stock Is Also the Most Hated

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15 Sep 13min

AI Data Center Spending Means Good Times For Semiconductors Continue -- Oracle ORCL Stock Analysis

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We break down the takeaways from Oracle's (ORCL) Q1 fiscal 2027 earnings call — what to expect through 2026 and into 2027–2028 as hyperscaler CapEx stays high but is set to slow in growth by 2027, and...

14 Sep 12min

Nvidia's Biggest Acquisition Ever: $12.9B for Hugging Face (Can It Survive Regulators?)

Nvidia's Biggest Acquisition Ever: $12.9B for Hugging Face (Can It Survive Regulators?)

Nvidia just proposed its largest acquisition ever — $12.9 billion for Hugging Face. But regulators in the US, EU, and China may have other plans.Nvidia has announced plans to acquire Hugging Face, the...

10 Sep 15min

Pure Storage Is Now Everpure — and Free Cash Flow Just Went Negative (P Stock)

Pure Storage Is Now Everpure — and Free Cash Flow Just Went Negative (P Stock)

Pure Storage just rebranded to Everpure — and in the same stretch, free cash flow went negative 20% in a single quarter. Here's what's really going on.Pure Storage has officially rebranded as Everpure...

10 Sep 19min

Procept Is Down 80% and the Tech Works — So Why Won't We Buy PRCT?

Procept Is Down 80% and the Tech Works — So Why Won't We Buy PRCT?

Procept BioRobotics is down roughly 80% from its 2025 highs but the technology behind its Aquablation system genuinely works. So why won't we put PRCT in our portfolio?Procept (PRCT) has one of the mo...

10 Sep 28min

Why Oscar Health's 'Great Quarter' Isn't What It Looks Like

Why Oscar Health's 'Great Quarter' Isn't What It Looks Like

Oscar Health looks like a screaming buy — growing revenue, growing members, positive free cash flow. So why does the market keep discounting it? We ran the numbers.Oscar Health (OSCR) just posted stro...

10 Sep 11min

Palo Alto Is Up 1,400% in a Decade — What Comes Next? (PANW FY2026)

Palo Alto Is Up 1,400% in a Decade — What Comes Next? (PANW FY2026)

Palo Alto Networks (PANW) has been flying high into the end of FY2026. After a decade-long 1,400% run — capped by a broader cybersecurity rally following the Anthropic "Mythos moment" in early 2026 — ...

2 Sep 14min

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