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.
Value Chip Stocks 2025 to Buy Now? Lam Research (LRCX)
Lam Research (LRCX) is gearing up for a powerhouse 2025, riding the wave of a booming semiconductor market with cutting-edge tech like molybdenum processing and AI-driven automation. If you’re looking for a chip stock that’s mixing innovation with solid growth, this is one you don’t want to ignore!
DeepSeek, the New AI Economy Is Totally Normal, and Risks For Chip Stocks Like Nvidia
The launch of DeepSeek’s models led to a “market meltdown” on January 27th, 2025, driven by uncertainty and heightened risk perception among investors. The article emphasizes the importance of measured, long-term investment strategies over knee-jerk reactions to market fluctuations.
Too Late to Buy Netflix Stock In 2025?
Netflix stock soared 80% in 2024. Will it continue in 2025? Here are the key metrics to watch.
Will AI Eat Software Stocks? Salesforce’s AI Bets For 2025
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 those research notes in blog form. Let’s get you up to speed if […]