stock research articles
Up 200% In A Year, Is It Too Late to Buy Ubiquiti Stock?
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
Why Seagate’s Legacy Tech Is Fueling An AI-Powered Comeback
Just when you thought the hard disk drive (HDD) was a relic of the past, destined for the same dusty shelf as the floppy disk, it’s making a surprising comeback. The engine behind this revival? You guessed it: AI. The
Buy Rambus Stock? A New AI Data Center Market Leader
Following our industry manual on intellectual property (IP) and patents earlier this year, it’s time for a proper deep dive into Rambus (RMBS). Alongside EDA software platforms, IP forms the foundational layer of the semiconductor and electronics supply chain. Rambus
Monday.com: Another SaaS Stock Crash — Market Myopia, Or Something Else?
For every victory in Q2 earnings season this year, it seems there’s been a corresponding disaster. Last Monday, the “disaster” was Monday.com (MNDY). Much has been said of the “AI is going to eat enterprise SaaS” thing. Sort of like
Is Axcelis Technologies (ACLS) Still A Cheap Chip Stock To Buy In 2025?
After getting Axcelis Technologies (ACLS) Q2 2025 earnings update, time for a review. This article is an update on the one six months ago (Can This Former High-Growth Chip Stock Investor Favorite Bounce Back In 2025?). Quick review on what
Enough Navitas, Time For Some Gravitas – Why Investors Need to Cool It With NVTS Stock
Navitas (from Latin): zeal, energy, diligence Gravitas (from Latin): dignity, seriousness, solemnity A few weeks ago, we featured some of our research content regarding Monolithic Power Systems (MPWR), startup Navitas Semiconductor (NVTS), and their part in helping develop Nvidia’s (NVDA)
ASML A Key Exemption From U.S.-EU Trade Tariffs? What Investors Need to Know
It’s been nearly a decade of trade war, tariff threats, and extreme supply chain disruption for the semiconductor industry. 2025 hasn’t disappointed in its ability to test investor resolve. We need not review all the gritty details. But throughout it
Entegris: Just Maybe, A Semiconductor Stock Yet to Take Flight Ahead of the Next Growth Cycle
The following is taken from a Semi Insider on July 5, 2025. And yes, we understand Entegris (ENTG) stock is up ~10% since then. But we still find the research valid. The market is running hot, so we’re looking for
Monolithic Power’s Fast and Steady Growth In the AI Data Center Era
This is a follow-up to some of our recent write-ups about the struggles for the old industry biz model, the IDMs (integrated device manufacturers). Monolithic Power Systems (MPWR) continues to win lots of new business at their expense in the
Robotics Stock Symbotic (SYM Stock) Signs of Life, but Know What You’re Buying
A few of you have been with us since before Chip Stock Investor was a thing. And so maybe you recall our bearish call in 2023, once in June and the next in December. Both calls, as it so happens,
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Up 200% In A Year, Is It Too Late to Buy Ubiquiti Stock?
It’s been almost a year since we did a public CSI video where we called out Ubiquiti (UI). At the
Why Seagate’s Legacy Tech Is Fueling An AI-Powered Comeback
Just when you thought the hard disk drive (HDD) was a relic of the past, destined for the same dusty
Buy Rambus Stock? A New AI Data Center Market Leader
Following our industry manual on intellectual property (IP) and patents earlier this year, it’s time for a proper deep dive
Monday.com: Another SaaS Stock Crash — Market Myopia, Or Something Else?
For every victory in Q2 earnings season this year, it seems there’s been a corresponding disaster. Last Monday, the “disaster”
Is Axcelis Technologies (ACLS) Still A Cheap Chip Stock To Buy In 2025?
After getting Axcelis Technologies (ACLS) Q2 2025 earnings update, time for a review. This article is an update on the
Enough Navitas, Time For Some Gravitas – Why Investors Need to Cool It With NVTS Stock
Navitas (from Latin): zeal, energy, diligence Gravitas (from Latin): dignity, seriousness, solemnity A few weeks ago, we featured some of
ASML A Key Exemption From U.S.-EU Trade Tariffs? What Investors Need to Know
It’s been nearly a decade of trade war, tariff threats, and extreme supply chain disruption for the semiconductor industry. 2025
Entegris: Just Maybe, A Semiconductor Stock Yet to Take Flight Ahead of the Next Growth Cycle
The following is taken from a Semi Insider on July 5, 2025. And yes, we understand Entegris (ENTG) stock is
Monolithic Power’s Fast and Steady Growth In the AI Data Center Era
This is a follow-up to some of our recent write-ups about the struggles for the old industry biz model, the