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Sandisk is cool again, again. Why? Sandisk is having their Nvidia moment. The most recent quarter was a banger, but in the in...
We’re watching Lam Research (LRCX) closely as memory companies ramp up cleanroom capacity for AI infrastructure—from HBM and ...
We know that quantum stocks are so 2025, but some interesting things are happening in this industry. Quantum computing compan...
Taking a look at Lumentum ($LITE) and Fabrinet ($FN) earnings today for an upcoming presentation. We did a deep dive into AI ...
Had a great chat with our friend Ryan Henderson from Chit Chat Stocks about some beaten down software stocks. Here's a quick ...
Why is Netflix stock down? It's all about those cash flows... Watch the full video here on our YT channel. Link in bio! #Ne...
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Lumentum (LITE) vs. Fabrinet (FN): Which AI Stock is the Better Buy?
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Lumentum (LITE) vs. Fabrinet (FN): Which AI Stock is the Better Buy?

Better Than NVIDIA? Why Memory Shortages are Sending Sandisk (SNDK) to the Moon
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Better Than NVIDIA? Why Memory Shortages are Sending Sandisk (SNDK) to the Moon

Lam Research (LRCX): The Ultimate AI Memory Play?
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Lam Research (LRCX): The Ultimate AI Memory Play?

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