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

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

‏التالي

ASML's Guidance Is Up. So Is the Risk.

ASML just raised guidance at both ends — new range is €36 to €40 billion for 2026, implying around 17% growth year over year. That's a strong result. But the data underneath it tells a more complicated story.In this episode, we break down what ASML's Q1 2026 earnings mean for the ...  عرض المزيد

The $4 Billion Hype Cycle: Why We're Passing on AXT Inc. (AXTI) and What to Buy Instead

AXT Inc. (AXTI) ran from a $200 million market cap to over $4 billion in a matter of months. Now it's pulled back — and a lot of retail investors are wondering if it's a buying opportunity.CSI says: not so fast.In this episode, they pull back the curtain on the base materials lay ...  عرض المزيد

‏حلقات موصى بها

Crypto Treasuries, Amazon's Same-Day Grocery Delivery & Chinese Chip Sales
Rich Habits Podcast

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 ...  عرض المزيد

Our 6 Favorite Never Sell Stocks + Analyzing Ackman’s Portfolio And Shareholder Letter $UBER $CMG
Chit Chat Stocks

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 ...  عرض المزيد

Is Opendoor Actually a Value Stock? Plus, Another Investor's Take on Portillo's $OPEN $PTLO
Chit Chat Stocks

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 ...  عرض المزيد

96. Trading Equities and Options 101, Feat. Dan Nathan of CNBC’s Fast Money
The Wall Street Skinny

Send us Fan MailToday we are joined by Dan Nathan, CNBC Fast Money superstar and co-host of podcasts On the Tape, OK Computer, and Market Call. After three decades in the industry on both the buy side (at legendary hedge funds like SAC) and the sell side (at firms like Merrill Ly ...  عرض المزيد