The Real Reason ServiceNow & Netflix Are Splitting Stock (It's Not What You Think)
ServiceNow and Netflix are splitting their stock in late 2025! In this video, we break down ServiceNow's 5-for-1 split (happening in December) and Netflix's 10-for-1 split (in November).<br>We dive in...
3 Nov 202511min
NVIDIA's $1B Investment in Nokia: AI's Expansion Beyond the Data Center and the Dawn of 6G
NVIDIA is investing $1 billion in Nokia to accelerate AI Radio Access Network (RAN) and research for 6G communications. This deal is an example of AI expanding beyond centralized data centers and into...
30 Okt 202513min
Lam Research: China Risks vs. NAND Demand (LRCX Stock Analysis)
Lam Research (LRCX) just released its September 2025 quarter earnings. Can the wafer fab equipment leader sustain its run?<br>We break down the critical China sales concern (43% of revenue) and the US...
25 Okt 202513min
GEV Is Making Moves & Turbocharging the Energy Grid (GEV Stock Analysis)
In this research update, we dissect GE Vernova's recent strategic announcement: the Prolec Acquisition, where GEV plans to buy the remaining 50% stake in the Prolec GE joint venture for $5.275 billion...
24 Okt 202512min
Why Did Astera Labs, Credo Technology, and Other Hot Stocks "Crash"?
Check out last week's video on ANET, AVGO, & Nvidia: https://youtu.be/FYBaX9tqWAA<br>Astera Labs and its peer Credo Technology Group is pulling back substantially from recent all-time highs. We dive i...
21 Okt 20259min
NVIDIA Spectrum X vs. Arista & Broadcom: Is the AI Networking Boom Big Enough for Everyone?
The announcement that NVIDIA's Spectrum X Ethernet is being used by Meta and Oracle has caused concern to investors regarding other networking companies. But should investors really freak out about th...
16 Okt 202517min
Up 93% in a Year: Should You Buy Sea Limited (SE) Stock Now?
Sea Ltd (SE) stock is a large conglomerate operating in key emerging markets like Southeast Asia and Latin America, primarily in e-commerce (Shopee), digital finance (Monee), and digital entertainment...
6 Okt 202514min
SanDisk is Cool Again? Why NAND Flash is the Next AI Supercycle Memory Play
Everyone is talking about a new memory super cycle related to AI data centers, and suddenly, NAND flash is having its moment. SanDisk (SNDK) has returned to the public market after its spinoff IPO fro...
3 Okt 202519min
