Amazon AWS Outage — Investing Repercussions? Investing In Alternatives?
Compared to its “Magnificent Seven” big tech and data center hyperscaler peers, Amazon (AMZN) has been a lame company in 2025. The stock has barely budged with just a couple months left in the year. See Amazon there at the bottom of the barrel among the hyperscalers in 2025? Make charts, financial visuals, and conduct […]
The AI Bubble Continues? Nvidia’s $100 Billion OpenAI Bet vs. AMD’s Equity Gift to OpenAI
The AI bubble topic is one we address frequently. For years now. Never gets old. The TRUTH About the AI Bubble, Alphabet GOOGL Stock, and What It Means For Nvidia Back on September 22, 2025, Nvidia (NVDA) announced a $100 billion investment into OpenAI – details of the deal still pending, so no SEC filing […]
The Next 15 years Of Logic Chip Technology — How to Invest
The following post was provided to Semi Insiders in March 2025, and was the basis for the video linked above. It’s been a bumpy road, but the recent advance of wafer fab equipment (WFE) providers was always imminent given the coming roadmap of semiconductor innovation. And the road ahead for more innovation is long, and […]
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 possibility, we thought it only right to now report on the emergence of Wolfspeed from said bankruptcy. Breaking down WOLF stock’s big day On Monday September 29, 2025, the “old” Wolfspeed shares were cancelled. “New” […]
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), we thought we’d start with a more fundamental question: Is Nvidia and the “AI” economy a Ponzi scheme? We address this first because, in the last week, we’ve had several different investors across different platforms […]
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, we’ve talked about Palo Alto Network’s CEO Nikesh Arora discussing the new “browser wars” on the last earnings call, as well as a competing product from IPO company Netskope (NTSK). Now, just a mere weeks […]
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 time, everyone was worrying about tariffs if (then re-presidential-hopeful Trump) won the election, so we suspect not many watched this video to the end. (There was also some additional CSI Live coverage on Semi Insider […]
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 shelf as the floppy disk, it’s making a surprising comeback. The engine behind this revival? You guessed it: AI. The insatiable demand for mass data storage from data centers is breathing new life into this […]
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 into Rambus (RMBS). Alongside EDA software platforms, IP forms the foundational layer of the semiconductor and electronics supply chain. Rambus itself is an interesting case study. In years past, the company was known for being […]
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” was Monday.com (MNDY). Much has been said of the “AI is going to eat enterprise SaaS” thing. Sort of like how SaaS was eating traditional software last decade (it didn’t, it augmented the traditional software […]