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)

A semiconductor wafer fab full of robotics equipment.

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?

An image of a supercomputer server with photonics cables. The photonics cables with laser light.

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 […]

Will Tariffs Doom Chip Stocks and End the Bull Market?

A stack of shipping containers that look like microchips.

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 […]

TSMC’s $100 Billion Investment In Advanced U.S. Chip Making

TSMC factory

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?

data center exploding

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.

Will AI Eat Software Stocks? Salesforce’s AI Bets For 2025

sliced pumpkin n yellow background

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 […]