A Magnificent 7 “Bubble” and S&P 500 “Concentration Risk” – Is It Real? If So, How Do Investors Cope?
We’ve been fielding some variation on the above question regarding S&P 500 concentration for at least five years now. For the last couple of years, the argument has been centered on the so-called “Magnificent Seven” – Apple (AAPL), Microsoft (MSFT), Nvidia (NVDA), Amazon (AMZN), Alphabet (GOOGL/GOOG), Meta (META), and Tesla (TSLA) – comprising at times […]
Most Investors Should Stay Away From the “New Intel” Turnaround Story
We’re entering our year number five of calling Intel (INTC) the “IBM of the 2020s” – our reference to IBM’s struggles in the 2010s during the fast rise of the cloud. This five year span includes our first official CSI YouTube video, at the bottom of the last bear market in September 2022 where we […]
The Robotics Stock Revolution You NEED to Know About (Hint: Not Humanoid Robots)
We’ve discussed and picked quite a few robotics stocks over the years. Our best picks, our long-term “business ownership” holdings, are of course Nvidia (NVDA) and Intuitive Surgical (ISRG). About five years ago, we put together an internal list and wrote about it. Some of those public robotic stock “idea” lists included UiPath (PATH, no […]
TSMC + Nvidia: Bringing Unity to the Silicon Photonics Industry?
This article is the third in a series of silicon photonics write-ups over on Semiconductor Insider. In this segment, we’re explaining (hopefully in easy-to-understand language) Nvidia (NVDA) and Taiwan Semiconductor Manufacturing’s (TSM) silicon photonics breakthrough: Co-packaged optics (CPO) in Nvidia’s AI data center switching devices. TSMC has been steadily growing its manufacturing empire into new […]
What Is CNAPP? Besides Google, Who Else Is Investing In the Next Big Thing In Cybersecurity?
A couple weeks ago, we did a video on Alphabet’s (GOOGL) offer to acquire cybersecurity startup Wiz and merge it with Google Cloud. The price tag? A shocking $32 billion! Link to that video here: The Real Reason You Should Care About Google’s Acquisition of Wiz Wiz is a CNAPP provider. What is CNAPP? Why […]
Will Tariffs Doom Chip Stocks and End the Bull Market?
With President Trump back in the White House, we were already anticipating market turbulence due to tariffs. The month of March didn’t disappoint on that front. Not even semiconductors have been spared, with hints that tariffs might be in store for chips made outside of the U.S. Let’s do an update on our video from […]
Nvidia Quantum Computing Revolution, and Top Quantum Startup Stocks
One quantum startup is emerging as an early leader, but there could be pitfalls to buying too soon.
Rocket Lab (RKLB) Stock — Buy the Dip Before Liftoff?
Rocket Lab’s stock has skyrocketed over 300% in the past year, thanks to groundbreaking satellite technology and upcoming rocket launches. Analysts are buzzing, suggesting this could be just the beginning for this rising star in the space industry.
TSMC’s $100 Billion Investment In Advanced U.S. Chip Making
TSMC is injecting $100 billion into U.S. chip-making infrastructure, aiming to revolutionize the semiconductor landscape with new fabs and R&D facilities in Arizona. This monumental move is poised to attract tech giants and solidify America’s position in the global chip race.
Is This Huge Nvidia & Broadcom Customer a Buy In 2025?
Google’s gearing up to supercharge its cloud services with a colossal $75 billion investment in infrastructure for 2025, signaling lucrative times ahead for chipmakers like Nvidia and Broadcom. Even with a minor dip in growth pace, Google’s cloud remains a profit powerhouse, making Alphabet a stock worth watching.