All Episodes

Memory & Optical Stocks Up 100%+ in 2026: Why We're Not Selling (Micron, SK Hynix, SanDisk, Lumentum)

Cybersecurity & Capital Allocation: Is Rubrik (RBRK) a Buy?

Micron's $100 Billion Backlog: Are Take-or-Pay Agreements Changing the Memory Cycle?

AppLovin Stock: Is It Time to Buy the Dip?

AI Data Center Supply Chains & Indium Phosphide: A Look at Oxford Instruments

SpaceX IPO, Orbital Data Centers & Investing in Quantum Computing | CSI with Simon Erickson of 7investing

Micron Passed 4 of 5 — Here's the One That Didn't

NextPower (NXT) Stock Analysis: Solar Tracking Expansion and Valuation Data

Figma Q1 Earnings: Revenue Soars 46%, Stock Still Pricey

Cyclical vs. Non-Cyclical Stocks Explained: The CSI Investment Framework

Why Flex Ltd. Just Surged 80% — And What Happens When the Spinoff Closes

Coherent (COHR): NVIDIA's $2B Bet on Optical Networking's Moment

Broadcom Q2 FY2026: Why a Blowout Report Still Sent the Stock Down 10%

OUST Q1 2026: 49% Growth + Color LiDAR Could Reshape Physical AI Sensors

The Dead Stocks That Are Quietly Beating AI

Wafer Fab Equipment, M&A Moves & The Lab 7 You've Never Heard Of

Amphenol Deep Dive: AI Data Center Bottleneck, CommScope Drag & Is APH Actually Cheap? (Q1 2026)

Nvidia Q1 FY2027: $49 Billion in Free Cash Flow, the CPU Supplier Claim That Changes Everything, and Whether NVDA Is Actually Cheap

Hospitals Are Using YETI Coolers for Heart Transplants — TransMedics Just Built Something Better (TMDX Q1 2026)

$750 Billion in AI CapEx: Who Eats First — The Hyperscaler Hierarchy, Neo Cloud Risk, and Enterprise SaaS Under Pressure

Faraj Aalaei on Why AI Will Let Anyone Design a Chip — and What Happens When the Semiconductor Industry Finally Catches Up

Lumentum: 90% Revenue Growth, a $2 Billion Nvidia Investment, Triple Digits Coming — and the Dilution Story Nobody Is Covering

AMD vs. Intel Data Center Market Share in 2026 — Plus Lattice Semiconductor Is Quietly Back at Record Revenues

First Solar: The Cheapest Semiconductor Stock Nobody Is Watching — Value Opportunity or Value Trap?

Prediction Markets Are Going Mainstream — Wall Street Is Already In, and Robinhood vs. Interactive Brokers Is the Trade

Seagate EPS Up 115% and a Record Decade in Free Cash Flow — But Is the "Structural Shift" Actually Real?

Advantest Controls 70% of AI Chip Testing — Up 450% in a Year — and Whether the Valuation Still Makes Sense

We Called GE Vernova Two Years Ago. Here Is What the Thesis Looks Like Now — And Whether to Keep Holding.