Don’t Think About Investing In Cloudflare Until You Know About This Data Center Stock

When Computers Were Human

Let’s talk about the internet and global IT infrastructure. It’s a complicated mess. The globe is criss-crossed with undersea and subterranean cables, connecting regional and major data center hubs, businesses, and consumers. It’s the bottom right box we illustrate in our Semiconductor Industry Flow chart, the behind-the-scenes network that powers all the devices we rely […]

Nvidia AI Data Centers Need New Power and Cooling Equipment From This 1 Hot Stock

eight electrical metric meters

This post is taken from our show notes. A full list of these are available to our Semiconductor Insider membership via our Ko-Fi shop. Enjoy! Nvidia‘s (NASDAQ:NVDA) accelerated computing data center boom has created a stir. More electricity is needed to operate these supercomputers, and new ways of cooling the chips and hardware down too. […]

Is PureStorage A Top Data Center AI Stock Right Now?

robot pointing on a wall

We realize that we need to be better about sharing content on our blog. And so, what better place to pick up the slack than with one of our top buys for 2024, PureStorage, which seems to be catching a fresh tailwind as the data center AI market heats up? This post was originally one […]

Nvidia vs Arista Networks: Ethernet, InfiniBand, and the AI Battle

software engineer standing beside server racks

Rosenblatt Securities analysts “double downgraded” Arista Networks (NYSE:ANET) in April 2024 from a buy with stock price target of $330, to a sell with price target of $210, on rising competition from Nvidia (NASDAQ:NVDA). In the wake of this, there have been some highly unqualified opinions on what’s happening, and some atrocious “reporting” that is […]

Fortinet Stock: Will a New Cybersecurity Service Reverse the Downtrend?

Fortinet (FTNT) stock tanked AGAIN on a miss in billings last quarter, and a less than rosy outlook through the first half of 2024 didn’t. Does that mean Chip Stock Investor is done with Fortinet stock, one of our top cybersecurity positions?  Not necessarily. The company’s earnings call shed some light on the business strategy […]