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CyberArk-Plus-Venafi — Adding A New Cybersecurity Leader to the Basket In 2025?
The following is a thread we posted last week on...
Who Really Wins In the Legal Battle Between Arm & Qualcomm? Maybe Not Who You Think
Cadence Design Systems (CDNS) earnings were good, as per...
Impinj PI Stock – Up 200% In A Year
We wanted to do a one-year-later review on Impinj (PI),...
The Most Obvious Digital Ads Investment to Buy Hiding In Plain Sight? Netflix NFLX Stock
Before we dive into Netflix (NFLX) Q3 2024 earnings, and...
Aehr Test Systems (AEHR) Stock – More Patience Required From Investors
With Q1 fiscal 2025 earnings in hand (for the three months...
A Pure-Play Bet On Nvidia Blackwell Growth? Astera Labs Deep Dive
We’re coming up on the six-month-anniversary of Astera...
Taiwan Semiconductor Stock TSMC Buys A New LCD Screen Fab – For AI Chip Packaging? Top Long-Term Stock Now?
August has been a busy month for the world’s largest and...
New Amazon Chips Are Coming – Are They “Nvidia Killers?”
Amazon (AMZN) exceeded expectations in Q2 2024. It once...
Intel’s (INTC Stock) Meltdown Culminates In Corporate Gaslighting
Once again, it brings us no pleasure to discuss the steady...
AMD AI Is Not the Same As Nvidia AI, and That’s OK For Chip Stock Investors
Lot's of wild volatility in July, and it's continued in...
The TRUTH About the AI Bubble, Alphabet GOOGL Stock, and What It Means For Nvidia
Chatter about the “AI bubble” continues, and what it all...
A Bet On Revolutionary Semiconductor Technology – and A Cheap Chip Stock to Go With It?
ON Semiconductor (ON) came out the last two weeks with...
The AI Bull Market Expands to the Rest of the Semiconductor Industry – Cadence Design Systems (CDNS) Stock July 2024
Table of contents: Cadence completes its big acquisition...
Don’t Think About Investing In Cloudflare Until You Know About This Data Center Stock
Let’s talk about the internet and global IT...
AI Chip Packaging Innovation – A Game Changer For TSMC, Intel, and Samsung? 700% Stock In 8 Years
We’re still in a lull before Q2 2024 earnings season...
Nvidia AI Data Centers Need New Power and Cooling Equipment From This 1 Hot Stock
This post is taken from our show notes. A full list of...
Is PureStorage A Top Data Center AI Stock Right Now?
We realize that we need to be better about sharing content...
Nvidia vs Arista Networks: Ethernet, InfiniBand, and the AI Battle
Rosenblatt Securities analysts “double downgraded” Arista...
Fortinet Stock: Will a New Cybersecurity Service Reverse the Downtrend?
Fortinet (FTNT) stock tanked AGAIN on a miss in billings...
Qualcomm Vs. Apple: Will History Be Changed As Two New Chips Target The Laptop Market Giants
A new competition is unfolding in the laptop arena. Apple...
Will Canon NIL Technology End ASML’s Lithography Dominance?
ASML and Canon Stock Analysis ASML has a stranglehold (but...