Episode 139: Selling 2 Stocks And Buying 6 In...

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LRCX Earnings: Record Revenue, $6.6B Guidance, and the Memory Supercycle Driving Lam Research's Best Quarter Ever

Lam Research just reported its best quarter ever — and then guided the next quarter to $6.6 billion in revenue. Wall Street was expecting $6.1 billion. In this episode, Nick and Kasey break down everything that matters from Lam Research's Q3 fiscal year 2026 earnings: the headlin ... Show more

. 9min 40sec

Why Amazon Just Spent $12 Billion on a Money-Losing Satellite Company — And the Supply Chain Stock That Benefits Most

Amazon just agreed to acquire Globalstar for somewhere between $11 and $12 billion. The catch: Globalstar did $273 million in revenue last year and has never been consistently profitable. So what exactly is Amazon buying — and why now?In this episode, Nick and Kasey work through ... Show more

. 16min 4sec

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