Episode 128: Chip Stock Crash! Why? Time to B...

Chip Stock Investor breaks down Micron’s Q2 fiscal 2026 earnings, highlighting nearly $24B in quarterly revenue (tripling year over year), surging AI data center demand, and standout Q3 guidance of $33.5B versus about $23B expected.
Financial highlights include $13.8B GAAP ne ...  Show more

Nvidia’s GTC 2026 is finishing up and there is a lot of focus on AI inference. Remember that licensing deal with Groq? By pairing Groq 3 LPX compute with Vera Rubin systems, Nvidia is targeting a 10x revenue jump—moving from $30 billion with Blackwell to a staggering $300 billion ...  Show more

On today’s episode, Clay wraps up his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 5 and the final episode of our review of this incredible book. This episode is jam packed with investing wisdom that you won’t want to miss. Gautam Baid is the Ma ...  Show more

To be successful in investing, you just want to make sure you don’t make a few mistakes that most investors make. The biggest mistake is not knowing what you are doing when it comes to investing. It's like investing in stocks that you don’t understand because you’re afraid of FOM ...  Show more

My guest today is Erik Serrano. Erik is the CEO of Stable Asset Management, which he started 14 years ago in his early 20s and has scaled to over $3 billion in AUM. Unusually, Stable’s strategy focuses on other investing firms. They look to back the Blackstone's of tomorrow and p ...  Show more

Michael Green has some fascinating insights surrounding passive investing and the systematic risk it potentially poses to the overall market. Michael is a professional investor who has multiple decades managing tens of billions of dollars. Michael is the former portfolio manager ...  Show more