DigitalOcean Sold Off After Earnings — Buy the Dip?
DigitalOcean just raised its 2026 growth guidance to 30–31%, and the stock sold off anyway.In this episode we work through what DigitalOcean's (DOCN) Q2 update actually changed. Management lifted full...
14 Aug 8min
The Healthcare Bubble No One's Talking About (with Dr. Bradley Gibson)
A practicing pathologist explains why DaVita, UnitedHealth, and Natera are playing fundamentally different games — and why one of them could break first.Investing in healthcare stocks requires a diffe...
12 Aug 36min
SanDisk (SNDK) Crashed 40% — Buy the Dip or Falling Knife?
SanDisk (SNDK) fell from $2,000 to $1,200 as memory stocks sold off hard — but is the panic justified? In this episode, Chip Stock Investor breaks down what the fundamentals actually say before you re...
10 Aug 14min
Palantir Q2 2026: What's Really Driving 149% Growth
Palantir just reported Q2 2026 earnings, and the headline number, revenue nearly doubling year over year, only tells part of the story. We go beyond the standard quarterly earnings review to unpack wh...
9 Aug 7min
Rocket Lab's 8 Billion Dollar Bid for Iridium
Rocket Lab has proposed acquiring Iridium Communications in an eight billion dollar deal combining new stock issuance and cash. We break down why this move pushes Rocket Lab toward becoming a fully ve...
7 Aug 21min
Alphabet Earnings: The Conglomerate Discount Explained
Alphabet Q2 2026 earnings show a company with two different stories depending on where you look, and we break down the conglomerate discount hiding in the balance sheet. Google Cloud revenue jumped to...
6 Aug 13min
$900B in AI CapEx, $1.5T Coming in 2027 — Is the Semiconductor Cycle Still Intact?
Nearly $580 billion in trailing twelve-month capital expenditure across Amazon, Microsoft, Google, Meta, Oracle, Tesla, and SpaceX. Full year 2026 approaching $900 billion. CSI's 2027 estimate: $1.5 t...
3 Aug 15min
Seagate (STX): HDDs Roar Back on AI Storage Demand
Seagate's latest results show hard disk drives making a real comeback as NAND and SSD prices rise and hyperscalers turn to HDDs for flexible, massive AI storage capacity. CSI breaks down a quarter whe...
2 Aug 11min
