Episode 91: “Exclusive Report” New Nvidia Chi...

Tesla is embarking on a shift in business operations, and the implications for the semiconductor industry could be significant. In this video, we examine Tesla’s 2026 capital expenditure (CapEx) outlook through the lens of operating leverage.
With a projected $20 billion in Ca ...  Show more

Is it too late to buy the "Nvidia of Networking"?
Lumentum (LITE) and Fabrinet (FN) have been on an absolute tear, with Lumentum up nearly 600% in the last year. Today, we break down why the AI data center build-out is shifting toward optical and silicon photonics—and which of ...  Show more

Nvidia has been the primary beneficiary of the recent technology industry obsession with large artificial intelligence models, which are developed on the company’s pricey graphics processors for servers. Today's Stocks & Topics: KHC - Kraft Heinz Co., Discounted Cash Flow, UPS - ...  Show more

In today’s episode for 15th July 2023, we dive into Reliance’s latest attempt to demerge its financial services division and maybe disrupt the industry.

Before we begin today's episode, here's a quick side note —

Building a successful startup ...

Preston Pysh brings Blockstream's Adam Back and James Macedonio to the show. They talk about Blockstream’s efforts to develop their very own ASIC miner and what it takes to take something like that to market and all the challenges that are associated with it.  IN THIS EPISODE, Y ...  Show more

But you do have to know how to use the information you have. Today's Stocks & Topics: Earnings Season, ADI - Analog Devices Inc., T - AT&T Inc., VZ - Verizon Communications Inc., The Economy, AVGO - Broadcom Inc., BWA - BorgWarner Inc., ETFs Maturity. Justin's PERSPECTIVE looks a ...  Show more