Episode 181: Buy the Dip In This Top AI Data Center Cooling Stock? Vertiv (VRT Stock) Analysis
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25 Juli 202418min
Episode 180: The TRUTH About the AI Bubble, Alphabet GOOGL Stock, and What It Means For Nvidia
The AI bubble is a hot debate, and rightfully so. Companies like Google are pouring tens-of-billions of dollars into Nvidia (NVDA stock) GPUs every quarter. Is the data center spending spree ready to ...
24 Juli 202422min
Episode 179: Will the U.S., Intel, and China Sink Taiwan Semiconductor Manufacturing Stock?
After an epic first half of 2024, chip stocks got hit hard. Fears of rising geopolitical tensions were blamed. And yet, through it all, leading edge third-party chipmaker Taiwan Semiconductor Manufact...
22 Juli 202413min
Episode 178: Investors MUST Know This Before Buying the CrowdStrike Stock Dip! CRWD and Microsoft Service Outage
Investors have been talking about buying the dip on CrowdStrike stock after the outage this weekend. It could indeed be an opportunity. But investors really need to know a couple items before doing so...
22 Juli 202420min
Episode 177: ASML Stock Correction – When Is the Next Wave of Growth Coming?
After a hot first half of 2024, shares of top semiconductor manufacturing equipment provider ASML Holding (ASML) are hitting some turbulence. After an otherwise as-expected quarterly update, an ASML s...
17 Juli 202415min
Episode 176: Are EV Stocks Ready to Rally In 2024 and Beyond? 1 Top Small-Cap Company (AEHR) Thinks So
Small-cap stocks are heating up on hopes the U.S. Federal Reserve may cut rates later this year. Small chip stocks like Aehr Test Systems (AEHR) are also on the rise as the next wave of EV growth may ...
17 Juli 202418min
Episode 175: 1 Top Chip Stock Could Be the Next ASML Holding? ONTO Innovation Lithography Analysis
Is Onto Innovation the next ASML? Discover how Onto Innovation is helping companies like TSMC, Intel, and Samsung revolutionize chip efficiency. Learn about the shift from traditional organic material...
17 Juli 202421min
Episode 174: AI Chip Packaging Revolution – A Game Changer For TSMC, Intel, and Samsung? 700% Stock In 8 Years
The semiconductor industry may be headed from just over $500 billion in global annual sales in 2023, to $1 trillion by 2030. If that's to happen, semiconductor manufacturing will need to come up with ...
17 Juli 202415min
