Episode 150: 1 Chip Stock Ready For A New Data Center Power Bull Market? Texas Instruments (TXN) Stock

Episode 150: 1 Chip Stock Ready For A New Dat...

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OUST Q1 2026: 49% Growth + Color LiDAR Could Reshape Physical AI Sensors

Ouster ($OUST) just reported $49M in Q1 2026 revenue — up 49% year-over-year — and crossed the 40% gross margin threshold as it shifts toward a fabless model. But the bigger story is product: the new REV8 LiDAR family and L4 Max chip now integrate native color sensing directly in ...  Show more

The Dead Stocks That Are Quietly Beating AI

While the market chased AI names, communications software stocks like Twilio (TWLO) and Bandwidth (BAND) quietly re-accelerated. Here's what the financials actually show — and whether these forgotten names deserve a spot in your portfolio.CSI breaks down two API-layer software co ...  Show more

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