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Wolfspeed Is No Longer Bankrupt — Now What?

As the investors that told you Wolfspeed (WOLF) was headed for bankruptcy long before anyone was thinking that was a

Nvidia Is Not A Ponzi Scheme — AI Investments Prove It So

Before we embark on an a discussion of a recent Nvidia (NVDA) AI investment (no, not the OpenAI one: https://nvidianews.nvidia.com/news/openai-and-nvidia-announce-strategic-partnership-to-deploy-10gw-of-nvidia-systems),

Browser Wars 2.0 – September 2025 AI Internet Stocks

We’ve been discussing the evolution of the web browser in this new AI era over on Semi Insider. Thus far,

Up 200% In A Year, Is It Too Late to Buy Ubiquiti Stock?

It’s been almost a year since we did a public CSI video where we called out Ubiquiti (UI). At the

Why Seagate’s Legacy Tech Is Fueling An AI-Powered Comeback

Just when you thought the hard disk drive (HDD) was a relic of the past, destined for the same dusty

Buy Rambus Stock? A New AI Data Center Market Leader

Following our industry manual on intellectual property (IP) and patents earlier this year, it’s time for a proper deep dive

Monday.com: Another SaaS Stock Crash — Market Myopia, Or Something Else?

For every victory in Q2 earnings season this year, it seems there’s been a corresponding disaster. Last Monday, the “disaster”

Is Axcelis Technologies (ACLS) Still A Cheap Chip Stock To Buy In 2025?

After getting Axcelis Technologies (ACLS) Q2 2025 earnings update, time for a review. This article is an update on the

Enough Navitas, Time For Some Gravitas – Why Investors Need to Cool It With NVTS Stock

Navitas (from Latin): zeal, energy, diligence Gravitas (from Latin): dignity, seriousness, solemnity A few weeks ago, we featured some of