Episode 132: Lam Research Stock: Next Wave of Memory Chip Demand Incoming?

Episode 132: Lam Research Stock: Next Wave of...

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SOLD OUT: Why Data Centers are Buying Every Seagate Drive Through 2027

(STX) is seeing a resurgence thanks to the AI data center boom. Despite years of secular decline, Q2 2026 highlights show a 22% year-over-year revenue jump and the highest free cash flow in 8 years. In this video, we dive into the HAMR time transition, the Exos Mozaic 3+ platform ...  Show more

NVIDIA’s HVDC Partners: Top Chip Stocks to Watch (NVDA)

NVIDIA announced a major architecture shift in October 2025 that is set to ramp up in late 2026 and 2027: the move to High-Voltage Direct Current (HVDC). As AI data centers demand more power, the current VAC (Volts Alternating Current) systems are less efficient than they could b ...  Show more

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