Michael Burry’s AI Data Center Bubble Warning, and CoreWeave Q3 2025 Earnings

Hyperscaler AI data center

Quite the week. Michael Burry, of The Big Short fame, has re-emerged — bearing bad news for the AI data center bulls. Burry fired up his X (fka Twitter) account to decry the extension of depreciation schedules for hyperscaler (Amazon, Alphabet, Microsoft, Meta, and Oracle) servers. An extension of a depreciation schedule assumes the asset […]

2 Apple Chip Suppliers Are Merging — Key Investing Lessons

This update is taken from a Semi Insider exclusive write-up regarding the merger recently announced between Skyworks Solutions (SWKS) and Qorvo (QRVO). Looking back over the decades, Skyworks and Qorvo have had their moments of greatness. But extreme reliance on Apple (AAPL) has been a high hurdle. (Another overly-iPhone-reliant chip supplier is Cirrus Logic (CRUS), […]

Qualcomm Enters the AI Data Center Race — An Acquisition Was A Big Hint

Over on Semi Insider a few months ago, we discussed Qualcomm‘s (QCOM) announced acquisition of Alphawave IP Group and why that was the biggest indicator yet that Qualcomm was going to enter the AI data center market. So when the new AI200 and AI250 products were revealed on October 27, 2025, the only surprise was […]

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 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?

A local ISPs internet backhaul dish.

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 […]