Episode 139: Selling 2 Stocks And Buying 6 Instead! May 2024 Chip Stock Investor Update

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

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The SaaS Apocalypse: Why Cybersecurity Investing Changed in 2026

The cybersecurity landscape has shifted dramatically since our 2024 manual, especially following the SaaS Apocalypse. While pure-play leaders like CrowdStrike, Fortinet, Cloudflare, and our newest addition, Rubrik, remain central to the Chip Stock Investor core basket, the indust ...  Show more

Broadcom’s Custom Silicon Empire: Is AVGO Stock a Buy?

Broadcom’s momentum does not appear to be slowing down anytime soon. With a Q2 revenue guide of $22 billion and AI chip sales projected to climb 140% year-over-year, the company is scaling custom silicon for the likes of Google, Meta, and the top AI labs.
Announcements include ...
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