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

Memory shortages are all the rage in 2026. How should you play the AI data center supply crunch?
We discussed this back in 2025, and now it is here: Memory shortages are hitting the AI data center supply chain across the board. But is this an AI bubble, or just a normal cyclic ...  Show more

CSI is analyzing the semiconductor manufacturing supply chain: TSMC, Amkor, and Aehr Test Systems.
Time to go back to our roots! In this episode, we’re breaking down the semiconductor manufacturing supply chain to see exactly how money is moving through the industry right now. ...  Show more

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz walk through the rise of crypto treasury companies, the US government's 15% revenue share on China-specific chip revenue from Nvidia and Advanced Micro Devices, and Amazon's new same-day grocery d ...  Show more

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction (01:13) AI and E-commerce: Shopify's Partnership with OpenAI(07:25) Nike's Earnings Report: Challenges and Market P ...  Show more

On this episode of Chit Chat Stocks, Brett and Ryan speak to Stephen, otherwise known as Unemployed Value Degen, on his investments in Opendoor Technologies (Ticker: OPEN) and Portillo's (Ticker: PTLO). We discuss:(00:00) Introduction (02:25) The Appeal of Small Cap Investments(0 ...  Show more

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Today we are joined by Dan Nathan, CNBC Fast Money superstar and co-host of podcasts On the Tape, OK Comput ...