Episode 194: Best Chip Stock Buy For August 2024? ONTO Stock

Episode 194: Best Chip Stock Buy For August 2...

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Coherent (COHR): NVIDIA's $2B Bet on Optical Networking's Moment

Optical networking has spent years as a niche corner of the semiconductor industry. CSI makes the case that the moment for companies like Coherent may have finally arrived — and NVIDIA's two-billion-dollar equity investment in the company suggests the largest chipmaker in the wor ...  Show more

Broadcom Q2 FY2026: Why a Blowout Report Still Sent the Stock Down 10%

Broadcom just delivered another strong earnings report for Q2 fiscal 2026, and the stock fell more than ten percent. CSI breaks down exactly why that happened, what it means for long-term holders, and whether anything has actually changed in the fundamental thesis for one of the ...  Show more

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