by Nicholas Rossolillo | Jan 31, 2025 | AI, industrial robotics, Semiconductor Industry, Semiconductor Manufacturing Equipment, stocks, Uncategorized
After mostly taking a hiatus from buying more of the “Fab5” in 2024 – Fab5 meaning ASML, Applied Materials, Lam Research, Tokyo Electron, and KLA Corp – we’ve been warming back up to this group of powerful semiconductor industry companies for 2025. That said, Lam... 
by Nicholas Rossolillo | Jan 29, 2025 | AI, data center, Fabless Semiconductor Designers, Semiconductor Industry, stocks
As this is being typed out, we are nearly two days removed from the “market meltdown” on Monday, January 27th, created by China’s AI lab startup DeepSeek. It’s not that we haven’t been thinking about it. In fact, we’ve been fielding lots of questions about DeepSeek... 
by Nicholas Rossolillo | Jan 22, 2025 | AI, data center, stocks
Ok, by now you probably know all about Netflix’s (NFLX) epic finish to 2024 (they added over 40 million net new subs in 2024, topping 300 million worldwide for the first time, but also raised plan prices across the board). Suffice to say Q4 earnings were very good.... 
by Nicholas Rossolillo | Jan 14, 2025 | AI, stocks
Over on Semi Insider, and later in the video here https://youtu.be/aEcd5uVYkww, we discussed with our members some changes we made to our enterprise SaaS stock portfolio for 2025. This includes a small change with our long-time holding in Salesforce (CRM). Here are... 
by Nicholas Rossolillo | Nov 25, 2024 | AI, Cybersecurity, stocks
The following is a thread we posted last week on Semiconductor Insider. And for reference, this is a follow up to the video we did on CyberArk (CYBR) a couple months ago, as well as one back in spring 2024, which you can find here: https://youtu.be/KZNef6PbrBo...